Achieving Buy-In Across Your Organization - Richmond SPUG

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Collaboration, as we know it, is focused on encouraging interaction between individuals and teams within an organization to make it successful. Projects tasked with applying this cultural shift into …

Collaboration, as we know it, is focused on encouraging interaction between individuals and teams within an organization to make it successful. Projects tasked with applying this cultural shift into an integrated technical solution, however, usually start with a much narrower focus. Sponsored by executives, managers, IT, front-line staff or a combination of several stakeholders, these projects rarely have simultaneous buy-in from all. This session explores the adoption strategies for each type of stakeholder not originally vested in the projects, presents shortcuts for identifying value, and provides a roadmap for integrating features in SharePoint to enhance your long-term strategy.

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  • People – how do you increase the ability of an individual in the organisation to influence others with their knowledgeProcesses – Its approach varies from organization to organization. There is no limit on the number of processesTechnology – It needs to be chosen only after all the requirements of a knowledge management initiative have been established.Or Culture –The biggest enabler of successful knowledge-driven organizations is the establishment of a knowledge-focused cultureStructure – the business processes and organisational structures that facilitate knowledge sharing Technology – a crucial enabler rather than the solution. Dilip Bhatt 2000Davenport and Prusak

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  • 1. www.richmondsharepoint.orgwww.richmondsharepoint.orgAdam Preston, PresidentErin Glenn, Vice President@richmondsugrichmondsug@live.com
  • 2. www.richmondsharepoint.org• Best Practices Conference in MN – May 16-17th• SPS Baltimore – May 18th• SPS DC – June 8th• SPSDC – Dec 7th
  • 3. www.richmondsharepoint.org
  • 4. www.richmondsharepoint.orgAchieving Buy-in Across Your OrganizationSpeaker:Adam Levithan
  • 5. Achieving Organizational Buy-in AcrossYour OrganizationAdam Levithan, Senior Consultantalevithan@portalsolutions.net,@collabadam
  • 6. © 2011 All rights reserved. www.portalsolutions.net 6Who Am I?
  • 7. © 2011 All rights reserved. www.portalsolutions.net 7A Brief Q/A Session
  • 8. © 2011 All rights reserved. www.portalsolutions.net 8AGENDA
  • 9. © 2011 All rights reserved. www.portalsolutions.net 9AGENDA
  • 10. © 2011 All rights reserved. www.portalsolutions.net 10AGENDA
  • 11. © 2011 All rights reserved. www.portalsolutions.net 11
  • 12. © 2011 All rights reserved. www.portalsolutions.net 12
  • 13. © 2011 All rights reserved. www.portalsolutions.net 13
  • 14. © 2011 All rights reserved. www.portalsolutions.net 14
  • 15. © 2011 All rights reserved. www.portalsolutions.net 15
  • 16. © 2011 All rights reserved. www.portalsolutions.net 16
  • 17. © 2011 All rights reserved. www.portalsolutions.net 17Internet - 1971“WWW” - 1994Blog - 1999My Space 2003Facebook- 2005Twitter - 2006
  • 18. © 2011 All rights reserved. www.portalsolutions.net 18
  • 19. © 2011 All rights reserved. www.portalsolutions.net 19Dilip Bhatt 2000System of Record
  • 20. © 2011 All rights reserved. www.portalsolutions.net 20AIIM, 2005E-gineer.com, 2009System of Record/System ofEngagement
  • 21. © 2011 All rights reserved. www.portalsolutions.net 21System of Engagement
  • 22. © 2011 All rights reserved. www.portalsolutions.net 22
  • 23. © 2011 All rights reserved. www.portalsolutions.net 23Driven by the need to make decisionsSelect projects based on a strategic goal and broad description of successTechnology is a tool to be used to drive the entire organization
  • 24. © 2011 All rights reserved. www.portalsolutions.net 24Driven by the need to provide educated recomendationsProvided specific strategic projects, pieces of a puzzleFocused on achieving department/team goals
  • 25. © 2011 All rights reserved. www.portalsolutions.net 25Driven by the need to get work doneProvided tactical projects that solve a specific set of requirementsFocused on achieving personal/team goals
  • 26. © 2011 All rights reserved. www.portalsolutions.net 26Driven by the need to provide solutions to all groupsProvided projects based on organizational strategyInterested in solving problems through technology
  • 27. © 2011 All rights reserved. www.portalsolutions.net 27AGENDA
  • 28. © 2011 All rights reserved. www.portalsolutions.net 28AGENDA
  • 29. © 2011 All rights reserved. www.portalsolutions.net 29AGENDA
  • 30. © 2011 All rights reserved. www.portalsolutions.net 30
  • 31. © 2011 All rights reserved. www.portalsolutions.net 31?
  • 32. © 2011 All rights reserved. www.portalsolutions.net 32GoalCentralizing the proposal process across BusinessDevelopment, Legal & Finance DepartmentsBusiness Need• Reduced time and rework involved in creatingproposals• Easy to find status of proposals and value ofpipeline• Quick identification similar past proposals
  • 33. © 2011 All rights reserved. www.portalsolutions.net 33
  • 34. © 2011 All rights reserved. www.portalsolutions.net 34GoalCentralizing the proposal process across BusinessDevelopment, Legal & Finance DepartmentsBusiness Need• Reduced time and rework involved in creatingproposals• Easy to find status of proposals and value ofpipeline• Quick identification similar past proposalsFeatures• Document Templates• Automatic document tagging• Workflow based on status• SharePoint Designer created dashboards
  • 35. © 2011 All rights reserved. www.portalsolutions.net 35GoalSimplify access and management of Human Resourcesdocumentation, and reduce burden on staff.Business Need• Reduce rework performed by Human Resources• Form approval status and approval tracking• Allow easy access to information for all staff• Create easy to use forms
  • 36. © 2011 All rights reserved. www.portalsolutions.net 36
  • 37. © 2011 All rights reserved. www.portalsolutions.net 37GoalSimplify access and management of Human Resourcesdocumentation, and reduce burden on staff.Business Need• Reduce rework performed by Human Resources• Form approval status and approval tracking• Allow easy access to information for all staff• Create easy to use formsFeatures• Form templates with content types• Required documents within document sets• Custom forms & process workflows
  • 38. © 2011 All rights reserved. www.portalsolutions.net 38GoalEnsure TPS Project runs on time and on budgetBusiness Need• Central repository for all TPS reports• Increased transparency of project health• Centralized communication about project• Rapid on-boarding of new project team members
  • 39. © 2011 All rights reserved. www.portalsolutions.net 39
  • 40. © 2011 All rights reserved. www.portalsolutions.net 40GoalEnsure TPS Project runs on time and on budgetBusiness Need• Central repository for all TPS reports• Increased transparency of project health• Centralized communication about project• Rapid on-boarding of new project team membersFeatures• Task List• Alerts
  • 41. © 2011 All rights reserved. www.portalsolutions.net 41
  • 42. © 2011 All rights reserved. www.portalsolutions.net 42Centralize information and communications
  • 43. © 2011 All rights reserved. www.portalsolutions.net 43Centralize information and communicationsStore and sync your documentation
  • 44. © 2011 All rights reserved. www.portalsolutions.net 44Centralize information and communicationsStore and sync your documentationCreate Site templates with tasks, workflows, calendars and customlibraries
  • 45. © 2011 All rights reserved. www.portalsolutions.net 45Deep Integration with Office applications
  • 46. © 2011 All rights reserved. www.portalsolutions.net 46Deep Integration with Office applicationsAvailability of information inside and outside of the organization
  • 47. © 2011 All rights reserved. www.portalsolutions.net 47Deep Integration with Office applicationsAvailability of information inside and outside of the organizationCapture ideas, answers and follow colleagues activities
  • 48. © 2011 All rights reserved. www.portalsolutions.net 48Connect with people across your organization
  • 49. © 2011 All rights reserved. www.portalsolutions.net 49Connect with people across your organizationDiscover Interests, projects and documents they’ve worked on, taggedor rated
  • 50. © 2011 All rights reserved. www.portalsolutions.net 50Connect with people across your organizationDiscover Interests, projects and documents they’ve worked on, taggedor ratedCustomize search to deliver more relevant results and recommendpeople and documents of interess
  • 51. © 2011 All rights reserved. www.portalsolutions.net 51Customize the look and feel to match your brandStreamline business processes with workflowsCreate custom applications
  • 52. © 2011 All rights reserved. www.portalsolutions.net 52Availability of cloud our on-premise optionsEstablish information management policies for different types ofinformationDesign custom security governance
  • 53. © 2011 All rights reserved. www.portalsolutions.net 53AGENDA
  • 54. © 2011 All rights reserved. www.portalsolutions.net 54AGENDA
  • 55. © 2011 All rights reserved. www.portalsolutions.net 55AGENDA
  • 56. © 2011 All rights reserved. www.portalsolutions.net 56Reduced time and rework involved in creating proposalsReduced time and reworkHR form approval status and trackingApproval status and trackingCentral repository for all TPS reportsCentral repository for all …
  • 57. © 2011 All rights reserved. www.portalsolutions.net 57HR BD Execs ITReduced time and reworkApproval status and trackingCentral repository for all …Map needs to organizations
  • 58. © 2011 All rights reserved. www.portalsolutions.net 58HR BD Execs ITReduced time and reworkX X X XApproval status and trackingX X XCentral repository for all …X XMap needs to organizations
  • 59. © 2011 All rights reserved. www.portalsolutions.net 59Reduced time andreworkApproval status andtrackingCentral repository for all…Community TemplateAutomated TaggingForm templates w/WorkflowUser ProfileEnterprise SearchMap needs features
  • 60. © 2011 All rights reserved. www.portalsolutions.net 60Reduced time andreworkApproval status andtrackingCentral repository for all…Community TemplateXAutomated TaggingXForm templates w/Workflow X XUser ProfileXEnterprise SearchX X XMap needs features
  • 61. © 2011 All rights reserved. www.portalsolutions.net 61Create a LONG-TERM strategy for adoptionUtilize governance organizations to organically growDedicate business focused resources to adoption process
  • 62. © 2011 All rights reserved. www.portalsolutions.net 62Ideal Roadmap
  • 63. © 2011 All rights reserved. www.portalsolutions.net 63AGENDA
  • 64. © 2011 All rights reserved. www.portalsolutions.net 64AGENDA
  • 65. © 2011 All rights reserved. www.portalsolutions.net 65Questions