Produced by:   Premier Partner:   Platinum Partner:   Gold Partner:   Supported by:
A Decade of SharePoint Adoption Best PracticesJohn Schmottlach, Empirix, Inc.Mike Gilronan, Sentri, Inc.
Today’s Session, in Detail    • Introductions and Context    • What We’ll Cover:              – Seven Themes    • Question...
Mike Gilronan                                                                       • General Manager, Strategic Services,...
John Schmottlach                                                                               • Director of Business Syst...
Abstract – Empirix, Inc.• $85M, 275 Employees, High Tech Mfg                                         Outlook      MS Offic...
7 Themes We Encounter    1. Sticky AppsSHARE The SharePoint Conference for Business Users
Sticky Apps• Dynamic, targeted content  where people gather• Examples:      – Lunch/Catering      – Birthdays and Mileston...
Empirix Case Study – Sticky Apps                                                                         Weather/Stock    ...
7 Themes We Encounter    1. Sticky Apps    2. Project DesignSHARE The SharePoint Conference for Business Users
Project Design• Strategy, Vision, Sponsorship,  Ownership• Departmental or Project-based  Approach• Steering Committee (Cr...
Empirix Case Study – Project Design   • Project Ownership             – Business Owner for each site                      ...
Empirix Case Study – Project DesignInitial Project:Partner Collaboration Portal“I need a site that will…..” SHARE The Shar...
Empirix Case Study – Project Design A little more discussion: We need several different partner sites. Oh, and one of the ...
Empirix Case Study – Project Design    Not just partners, but our    customers as well…..and our    vendors……and other    ...
Empirix Case Study – Project Design  Final vision  included:  •       Extranet  •       Intranet  •       Custom login  • ...
7 Themes We Encounter    1. Sticky Apps    2. Project Design    3. Marketing the SolutionSHARE The SharePoint Conference f...
Marketing the Solution• Branding/Naming      – First rule of SharePoint• Segmentation (by  constituency)      – Multi-gene...
Empirix Case Study – Marketing the Solution    Branding    •      Corporate standards    •      Reusable templates    Geog...
7 Themes We Encounter    1.        Sticky Apps    2.        Project Design    3.        Marketing the Solution    4.      ...
Deployment• At Launch…                                         • Culture and Context      – “Big Event”                   ...
Empirix Case Study -- Deployment  • CRM – SharePoint Integration  • New Employee laptops set with HR portal for homepage  ...
7 Themes We Encounter    1.        Sticky Apps    2.        Project Design    3.        Marketing the Solution    4.      ...
Training• Formal Training vs “Lunch  and Learn”• Product vs Solution• Medium and ContextSHARE The SharePoint Conference fo...
Empirix Case Study - Training• Launch timed around key  events (Sales Kickoff) for  live training• Webinars, Lunch & Learn...
7 Themes We Encounter    1.        Sticky Apps    2.        Project Design    3.        Marketing the Solution    4.      ...
Metrics and Measurement• Surveys• Administrative Tools• Feedback mechanism  prominent on the front  page and key pages• Vi...
Bonus -- Metrics and Measurement• 5 Things to Do After 3  Months in Production:       –     Usage/Search logs       –     ...
Empirix Case Study -- Metrics and Measurement • Stats Pages - # of Pages Views – sent   out every week • Employee recognit...
7 Themes We Encounter    1.        Sticky Apps    2.        Project Design    3.        Marketing the Solution    4.      ...
Support• SharePoint for SharePoint• Prepare Support Teams• Self Service  Support/Communities• Team Leaders  Support/Decent...
Empirix Case Study - Support• Integrate into existing  helpdesk system• Managed service option to  scale with initiatives•...
Key Points to Take Home    What worked: “You should do this.”    What we’d do differently: “It’s too late for us – save yo...
QuestionsSHARE The SharePoint Conference for Business Users
Resources -- General•     From Microsoft:        – SharePoint Adoption tools: http://sharepoint.microsoft.com/iusesharepoi...
John Schmottlach      Empirix, Inc.jschmottlach@empirix.com     @jschmottlach   Mike Gilronan       Sentri, Inc. mgilronan...
Produced by:   Premier Partner:   Platinum Partner:   Gold Partner:   Supported by:
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Share Conference - A Decade of SharePoint Deployment Best Practices

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Mike Gilronan of Sentri & John Schmottlach of Empirix presented at the Share Conference on A Decade of SharePoint Deployment Best Practices

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  • Need graphical content for this
  • Douglas MacGregor’s theory (ref wikipedia page)
  • Bring training resource give-away
  • JS to add chart as graphic element on this screen
  • Bring NLS sheets to the event!
  • How to incent biz owners to be responsive? Theory X.
  • One thing that everyone should do: overall vision first at sponsor/executive.One thing we shouldn’t have done: let business owners drive requirements without any oversight from tech owner and exec sponsor (incl biz systems, corp security)
  • Transcript of "Share Conference - A Decade of SharePoint Deployment Best Practices"

    1. 1. Produced by: Premier Partner: Platinum Partner: Gold Partner: Supported by:
    2. 2. A Decade of SharePoint Adoption Best PracticesJohn Schmottlach, Empirix, Inc.Mike Gilronan, Sentri, Inc.
    3. 3. Today’s Session, in Detail • Introductions and Context • What We’ll Cover: – Seven Themes • Questions • Summary and Resources • Next Steps for YouSHARE The SharePoint Conference for Business Users
    4. 4. Mike Gilronan • General Manager, Strategic Services, at Sentri, Inc. • 20+ years consulting and professional services experience • ERP and CRM Knowledge • Collaboration and KM Management • Business Analysis, Training, Project and Practice Management • Active in KM, Microsoft, and Project SharePoint SharePoint communities ManagementSHARE The SharePoint Conference for Business Users
    5. 5. John Schmottlach • Director of Business Systems, Empirix Inc. • 15+ Years Consulting and Systems Design Experience • CRM, ERP, PLM • Integration Business • Data Modeling and Database Design Applications • PMO • Custom Applications • Customer & Partner Collaboration Project Management CollaborationSHARE The SharePoint Conference for Business Users
    6. 6. Abstract – Empirix, Inc.• $85M, 275 Employees, High Tech Mfg Outlook MS Office Portal Mobile PLM Social CRM ERP Marketing Reporting Support SHARE The SharePoint Conference for Business Users
    7. 7. 7 Themes We Encounter 1. Sticky AppsSHARE The SharePoint Conference for Business Users
    8. 8. Sticky Apps• Dynamic, targeted content where people gather• Examples: – Lunch/Catering – Birthdays and Milestones – Today @ Empirix/Meeting Room Central – Activity StreamsSHARE The SharePoint Conference for Business Users
    9. 9. Empirix Case Study – Sticky Apps Weather/Stock Conversation StartersLinks in one place Personal Attention Newest Docs Upfront SHARE The SharePoint Conference for Business Users
    10. 10. 7 Themes We Encounter 1. Sticky Apps 2. Project DesignSHARE The SharePoint Conference for Business Users
    11. 11. Project Design• Strategy, Vision, Sponsorship, Ownership• Departmental or Project-based Approach• Steering Committee (Cross- Functional)• Move Fast – Quick early successes count more – Drive fast, take chances! SHARE The SharePoint Conference for Business Users
    12. 12. Empirix Case Study – Project Design • Project Ownership – Business Owner for each site • Content and Design Responsibility • Champion site usability • Keep Site Updated! – Executive Sponsor for Overall Site Collection • Helps establish the vision • Short term requirements vs long term goals – Corporate Security • What content is posted • How different users accessSHARE The SharePoint Conference for Business Users
    13. 13. Empirix Case Study – Project DesignInitial Project:Partner Collaboration Portal“I need a site that will…..” SHARE The SharePoint Conference for Business Users
    14. 14. Empirix Case Study – Project Design A little more discussion: We need several different partner sites. Oh, and one of the sites is for internal team only, and they need to log in with their AD account…..but the partners don’t have AD accounts…SHARE The SharePoint Conference for Business Users
    15. 15. Empirix Case Study – Project Design Not just partners, but our customers as well…..and our vendors……and other departments with unique requirementsSHARE The SharePoint Conference for Business Users
    16. 16. Empirix Case Study – Project Design Final vision included: • Extranet • Intranet • Custom login • Common document repository • Public pages coexisting with privateSHARE The SharePoint Conference for Business Users
    17. 17. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the SolutionSHARE The SharePoint Conference for Business Users
    18. 18. Marketing the Solution• Branding/Naming – First rule of SharePoint• Segmentation (by constituency) – Multi-generational – Multi-national – Multi-platform Fight Club poster ©EnderTheThird at DeviantArtSHARE The SharePoint Conference for Business Users
    19. 19. Empirix Case Study – Marketing the Solution Branding • Corporate standards • Reusable templates Geography-Specific Content • User-specified settings tied to content tags • Shows user only things that matter to themSHARE The SharePoint Conference for Business Users
    20. 20. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution 4. DeploymentSHARE The SharePoint Conference for Business Users
    21. 21. Deployment• At Launch… • Culture and Context – “Big Event” Theory X Home Page Lockin – Supporting Materials Mandates – Resources: “I use “Burn the Boats” SharePoint” Theory Y – Gamification and Badging Chargeback Incentives with SLAs Viral/Social Communications “Nudge”SHARE The SharePoint Conference for Business Users
    22. 22. Empirix Case Study -- Deployment • CRM – SharePoint Integration • New Employee laptops set with HR portal for homepage • Communicate your updates – embed the links • Practice what you preach– projects managed via SharePoint • Remove old sites and methods • Post Go Live BudgetSHARE The SharePoint Conference for Business Users
    23. 23. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution 4. Deployment 5. TrainingSHARE The SharePoint Conference for Business Users
    24. 24. Training• Formal Training vs “Lunch and Learn”• Product vs Solution• Medium and ContextSHARE The SharePoint Conference for Business Users
    25. 25. Empirix Case Study - Training• Launch timed around key events (Sales Kickoff) for live training• Webinars, Lunch & Learns• New Employee/Contractor Orientation SHARE The SharePoint Conference for Business Users
    26. 26. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution 4. Deployment 5. Training 6. Metrics and MeasurementSHARE The SharePoint Conference for Business Users
    27. 27. Metrics and Measurement• Surveys• Administrative Tools• Feedback mechanism prominent on the front page and key pages• Visible and available super-users or support staffSHARE The SharePoint Conference for Business Users
    28. 28. Bonus -- Metrics and Measurement• 5 Things to Do After 3 Months in Production: – Usage/Search logs – MySite self-population – Content growth trends – Repeat rollout training – Re-evaluate roadmap SHARE The SharePoint Conference for Business Users
    29. 29. Empirix Case Study -- Metrics and Measurement • Stats Pages - # of Pages Views – sent out every week • Employee recognition for using the tools • Public humiliation…. • Suggestion box to the site business owner on every site • Users measure support staff as well • Surveys and coffee meetings to solicit feedback – led by business owners NOT ITSHARE The SharePoint Conference for Business Users
    30. 30. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution 4. Deployment 5. Training 6. Metrics/Measurement 7. SupportSHARE The SharePoint Conference for Business Users
    31. 31. Support• SharePoint for SharePoint• Prepare Support Teams• Self Service Support/Communities• Team Leaders Support/Decentralized• Tech Sheets – Quick one-page tips or FAQs SHARE The SharePoint Conference for Business Users
    32. 32. Empirix Case Study - Support• Integrate into existing helpdesk system• Managed service option to scale with initiatives• Threaded discussion forums/Wiki/FAQ• Site business owners are responsive to inquiriesSHARE The SharePoint Conference for Business Users
    33. 33. Key Points to Take Home What worked: “You should do this.” What we’d do differently: “It’s too late for us – save yourselves!” Final words of advice…SHARE The SharePoint Conference for Business Users
    34. 34. QuestionsSHARE The SharePoint Conference for Business Users
    35. 35. Resources -- General• From Microsoft: – SharePoint Adoption tools: http://sharepoint.microsoft.com/iusesharepoint/landing.aspx• Prominent Voices in the Community – Susan Hanley (susanhanley.com) – consistently great content on adoption and governance – Michael Sampson’s phenomenal books on the topic: michaelsampson.net – Paul Culmsee’s brilliant work at cleverworkarounds.com – Sadie Van Buren’s SharePoint Maturity Model (spmaturity.com) – great tool for benchmarking – Christian Buckley – “Where Do You Begin With SharePoint?” (buckleyplanet.com) – Mark Miller’s nothingbutsharepoint.com (especially for non-technical folks)• Your Local Community – User Groups & SharePoint SaturdaysSHARE The SharePoint Conference for Business Users
    36. 36. John Schmottlach Empirix, Inc.jschmottlach@empirix.com @jschmottlach Mike Gilronan Sentri, Inc. mgilronan@sentri.com @mikegil
    37. 37. Produced by: Premier Partner: Platinum Partner: Gold Partner: Supported by:

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