SharePoint User Group  Successful Requirements Gathering Sessions
Thanks to the Organisers                         Randy Whitcroft                      Organiser and Co-Host               ...
Introduction         Business Strategist and SharePoint Architect - StoneShare             rmerpaw@stoneshare.com         ...
Agenda
SharePoint Marketing Syndrome  What They                   Actual Think is OOB           Implementation Time What is OOB  ...
“Just Install it…. Users Will do the Rest…”SharePoint SprawlFail to Plan, Plan to FailGovernance PlanInformation Architect...
What’s in it for MeTwo Types of Users – Business and TechnicalReal Life SamplesUsable ToolsParticipate and See it in Action
The Requirements SessionIntroduction and Agenda      Project Introduction      Functional capabilities      What is WCM/ED...
Introduce ProjectProject Manifesto      Building a Public web site to Share ContentProject Team      Johnny Walker – Proje...
Don’t Demo SharePoint Yet!!!
The SharePoint Pie – Functional CapabilitiesSites                                                                         ...
IT Focused TopicsCurrent System in Place - VersionsWindows Desktop and Server VersionInternet Explorer Versions – Any Othe...
The Business Focused SessionsWeb Content ManagementElectronic Document and Records Management SystemWorkflowExtranetsSearc...
What is WCM?Your external web siteA major channel to interact with you membersBuilding the brand awarenessDisseminate impo...
What is EDRMS?Structured storage of unstructured content such as Documents, S/SKeep Versions, History and SecurityCollabor...
What is Workflow?Work ProcessesContent Approval ProcessSingle Stage or Multi-StageForms Based ProcessesNotifications, even...
What is an Extranet?External Secure Access to Internal Resources – Content and ProcessesCan be Based on Published Versions...
What is Search?Find-ability of ContentInternal and External Content Combined - FederatedIncreasing Results RelevancyMetada...
What is Social?More Public Company PresenceA Major Public Advertising Channel – Usually FREEBuilding Global Brand Awarenes...
A Day in the Life of… YOU!Your NameBusiness you work with?What do you like?How do I work with the system?What can be done ...
Tools & Demo
Now You Can Demo SharePoint
Working with Somerset West CHCStaff Development RequestVisio to Map the ProcessBalsamic to Create Form UXMore Questions Yo...
Thanks for your time!                      Ryan Merpaw        Business Strategist & SharePoint Architect               rme...
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Share point user group

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Successful Requirements Gathering Sessions

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  • Just a quick thank you to the organisers
  • Introduction to who I am and where to find me
  • Before we look at what actually happens during a requirements session, want to manage expectations. Then we move to the requirements gathering session, show some tools and demo them, and then we can start to look at the SWCHC. Make sure you have some drinks and some food and please ask questions.
  • MS loves to show functionality of SharePoint. Clients who see SharePoint have an expectation of what can be done OOB – this is usually more that what can and should be used out of the box. With that, people are under the assumptions sharepoint is everything they need OOB, just install and go
  • Why are we doing this… why should we use the tips. need more..
  • Want to give warning that it’s best not to show SharePoint yet….
  • This is how you should present sharepoint to business users.. To give them an idea of what to do
  • Examples of high level notes of each type of requirements session introduction to business users
  • Add high level points of what this could be
  • Add example in discussion
  • How to stimulate the conversation….
  • Ask Justin questions about one of the processes and map it out on screen using visio and forms with balsamiq – allow others to ask questions!!!!
  • Share point user group

    1. 1. SharePoint User Group Successful Requirements Gathering Sessions
    2. 2. Thanks to the Organisers Randy Whitcroft Organiser and Co-Host President – Syntapa Technologies President – Sales Professionals of Ottawa Founder – i2r Global Solutions Nick Kellett Co-Organiser and Co-Host CTO - StoneShare Microsoft SharePoint MVP
    3. 3. Introduction Business Strategist and SharePoint Architect - StoneShare rmerpaw@stoneshare.com http://www.merpaw.com @ryanmerpaw
    4. 4. Agenda
    5. 5. SharePoint Marketing Syndrome What They Actual Think is OOB Implementation Time What is OOB Expected Implementation Time
    6. 6. “Just Install it…. Users Will do the Rest…”SharePoint SprawlFail to Plan, Plan to FailGovernance PlanInformation ArchitectureCentre of ExcellenceSharePoint Enables Business to Solve Business Problems“SharePoint will find errors in your business processes faster than any otherSoftware” – Bill English
    7. 7. What’s in it for MeTwo Types of Users – Business and TechnicalReal Life SamplesUsable ToolsParticipate and See it in Action
    8. 8. The Requirements SessionIntroduction and Agenda Project Introduction Functional capabilities What is WCM/EDRMS/Workflow/Extranet/Search/Social? Requirements gathering – Current to Future State
    9. 9. Introduce ProjectProject Manifesto Building a Public web site to Share ContentProject Team Johnny Walker – Project Sponsor Glen Fiddich – Project Manager Chivas Regal – Technical Architect Jim Beam– Business ArchitectTodays Goals Introduction to New System Manage Expectations Gather RequirementsOverall Goals Traceability Matrix
    10. 10. Don’t Demo SharePoint Yet!!!
    11. 11. The SharePoint Pie – Functional CapabilitiesSites CommunitiesSharePoint Sites provides a single Sites SharePoint Communities delivers greatinfrastructure for all your business web sites. collaboration tools – and a single platform toShare documents with colleagues, mange manage them. Make it easy for people to shareprojects with partners and publish information ideas and work together the way they want.to customers. Composites CommunitiesComposites ContentSharePoint Composites offers tools and SharePoint Content makes contentcomponents for creation do-it-yourself business management easy. Set up compliancesolutions. Build no-code solution to rapidly measures “behind the scenes” – with featuresrespond to business needs. like document types, retention policies and Insights Content automatic content sorting – and then let people work naturally in Microsoft Office.Insights SearchSharePoint Insights gives everyone access to the SharePoint Search cuts through the clutter.information in databases, reports and businessapplications. Help people locate the information Search A unique combination of relevance, refinement and social cues helps people findthey need to make good decisions. the information and contacts they need to get their jobs done.
    12. 12. IT Focused TopicsCurrent System in Place - VersionsWindows Desktop and Server VersionInternet Explorer Versions – Any Other Browsers and VersionsSQL VersionsVirtualised or Physical EnvironmentsExchange VersionActive Directory VersionHow the Systems are Currently WorkingAny Planned ChangesResource Bandwidth and Expertise
    13. 13. The Business Focused SessionsWeb Content ManagementElectronic Document and Records Management SystemWorkflowExtranetsSearchSocial
    14. 14. What is WCM?Your external web siteA major channel to interact with you membersBuilding the brand awarenessDisseminate important information regarding your associationMaking connections
    15. 15. What is EDRMS?Structured storage of unstructured content such as Documents, S/SKeep Versions, History and SecurityCollaborating on ContentDeclare as an Un-Changeable AssetApply Content Specific Policies for Retention
    16. 16. What is Workflow?Work ProcessesContent Approval ProcessSingle Stage or Multi-StageForms Based ProcessesNotifications, events, signatures
    17. 17. What is an Extranet?External Secure Access to Internal Resources – Content and ProcessesCan be Based on Published VersionsCould be same system or different system the internalCollaboration Between Internal and External PartiesSelf-Service
    18. 18. What is Search?Find-ability of ContentInternal and External Content Combined - FederatedIncreasing Results RelevancyMetadata Based RefinementsSecurity Trimming – Who can see what?
    19. 19. What is Social?More Public Company PresenceA Major Public Advertising Channel – Usually FREEBuilding Global Brand AwarenessDisseminate Important InformationPush Advertisement not Pull Like WCMPerpetual discussions
    20. 20. A Day in the Life of… YOU!Your NameBusiness you work with?What do you like?How do I work with the system?What can be done to make it better for you?What don’t you like?
    21. 21. Tools & Demo
    22. 22. Now You Can Demo SharePoint
    23. 23. Working with Somerset West CHCStaff Development RequestVisio to Map the ProcessBalsamic to Create Form UXMore Questions You Ask, the Better Your Understanding
    24. 24. Thanks for your time! Ryan Merpaw Business Strategist & SharePoint Architect rmerpaw@stoneshare.com http://www.merpaw.com @ryanmerpaw

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