Achieving Organizational Buy-in AcrossYour OrganizationAdam Levithan, Senior Consultantalevithan@portalsolutions.net, @col...
Who Am I?
A Brief Q/A Session
AGENDA
AGENDA
AGENDA
Internet - 1971“WWW” - 1994Blog - 1999My Space 2003Facebook- 2005Twitter - 2006
Dilip Bhatt 2000System of Record
AIIM, 2005E-gineer.com, 2009System of Record/System ofEngagement
System of Engagement
Driven by the need to make decisionsSelect projects based on a strategic goal and broad descriptionof successTechnology is...
Driven by the need to provide educated recomendationsProvided specific strategic projects, pieces of a puzzleFocused on ac...
Driven by the need to get work doneProvided tactical projects that solve a specific set ofrequirementsFocused on achieving...
Driven by the need to provide solutions to all groupsProvided projects based on organizational strategyInterested in solvi...
AGENDA
AGENDA
AGENDA
?
GoalCentralizing the proposal process across BusinessDevelopment, Legal & Finance DepartmentsBusiness Need• Reduced time a...
GoalCentralizing the proposal process across BusinessDevelopment, Legal & Finance DepartmentsBusiness Need• Reduced time a...
GoalSimplify access and management of HumanResources documentation, and reduce burden onstaff.Business Need• Reduce rework...
GoalSimplify access and management of HumanResources documentation, and reduce burden onstaff.Business Need• Reduce rework...
GoalEnsure TPS Project runs on time and on budgetBusiness Need• Central repository for all TPS reports• Increased transpar...
GoalEnsure TPS Project runs on time and on budgetBusiness Need• Central repository for all TPS reports• Increased transpar...
Centralize information and communications
Centralize information and communicationsStore and sync your documentation
Centralize information and communicationsStore and sync your documentationCreate Site templates with tasks, workflows, cal...
Deep Integration with Office applications
Deep Integration with Office applicationsAvailability of information inside and outside of the organization
Deep Integration with Office applicationsAvailability of information inside and outside of the organizationCapture ideas, ...
Connect with people across your organization
Connect with people across your organizationDiscover Interests, projects and documents they’ve worked on, taggedor rated
Connect with people across your organizationDiscover Interests, projects and documents they’ve worked on, taggedor ratedCu...
Customize the look and feel to match your brandStreamline business processes with workflowsCreate custom applications
Availability of cloud our on-premise optionsEstablish information management policies for different types ofinformationDes...
AGENDA
AGENDA
AGENDA
Reduced time and rework involved in creating proposalsReduced time and reworkHR form approval status and trackingApproval ...
HR BD Execs ITReduced time and reworkApproval status and trackingCentral repository for all …Map needs to organizations
HR BD Execs ITReduced time and reworkX X X XApproval status and trackingX X XCentral repository for all …X XMap needs to o...
Reduced time andreworkApproval status andtrackingCentral repository forall …Community TemplateAutomated TaggingForm templa...
Reduced time andreworkApproval status andtrackingCentral repository forall …Community TemplateXAutomated TaggingXForm temp...
Create a LONG-TERM strategy for adoptionUtilize governance organizations to organically growDedicate business focused reso...
Ideal Roadmap
AGENDA
AGENDA
QUESTIONS
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
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Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013

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From my experience implementing SharePoint Solutions that 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
  • Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013

    1. 1. Achieving Organizational Buy-in AcrossYour OrganizationAdam Levithan, Senior Consultantalevithan@portalsolutions.net, @collabadam
    2. 2. Who Am I?
    3. 3. A Brief Q/A Session
    4. 4. AGENDA
    5. 5. AGENDA
    6. 6. AGENDA
    7. 7. Internet - 1971“WWW” - 1994Blog - 1999My Space 2003Facebook- 2005Twitter - 2006
    8. 8. Dilip Bhatt 2000System of Record
    9. 9. AIIM, 2005E-gineer.com, 2009System of Record/System ofEngagement
    10. 10. System of Engagement
    11. 11. Driven by the need to make decisionsSelect projects based on a strategic goal and broad descriptionof successTechnology is a tool to be used to drive the entire organization
    12. 12. Driven by the need to provide educated recomendationsProvided specific strategic projects, pieces of a puzzleFocused on achieving department/team goals
    13. 13. Driven by the need to get work doneProvided tactical projects that solve a specific set ofrequirementsFocused on achieving personal/team goals
    14. 14. Driven by the need to provide solutions to all groupsProvided projects based on organizational strategyInterested in solving problems through technology
    15. 15. AGENDA
    16. 16. AGENDA
    17. 17. AGENDA
    18. 18. ?
    19. 19. GoalCentralizing 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
    20. 20. GoalCentralizing 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
    21. 21. GoalSimplify access and management of HumanResources documentation, and reduce burden onstaff.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
    22. 22. GoalSimplify access and management of HumanResources documentation, and reduce burden onstaff.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
    23. 23. GoalEnsure 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
    24. 24. GoalEnsure 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
    25. 25. Centralize information and communications
    26. 26. Centralize information and communicationsStore and sync your documentation
    27. 27. Centralize information and communicationsStore and sync your documentationCreate Site templates with tasks, workflows, calendars and customlibraries
    28. 28. Deep Integration with Office applications
    29. 29. Deep Integration with Office applicationsAvailability of information inside and outside of the organization
    30. 30. Deep Integration with Office applicationsAvailability of information inside and outside of the organizationCapture ideas, answers and follow colleagues activities
    31. 31. Connect with people across your organization
    32. 32. Connect with people across your organizationDiscover Interests, projects and documents they’ve worked on, taggedor rated
    33. 33. Connect 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
    34. 34. Customize the look and feel to match your brandStreamline business processes with workflowsCreate custom applications
    35. 35. Availability of cloud our on-premise optionsEstablish information management policies for different types ofinformationDesign custom security governance
    36. 36. AGENDA
    37. 37. AGENDA
    38. 38. AGENDA
    39. 39. Reduced 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 …
    40. 40. HR BD Execs ITReduced time and reworkApproval status and trackingCentral repository for all …Map needs to organizations
    41. 41. HR BD Execs ITReduced time and reworkX X X XApproval status and trackingX X XCentral repository for all …X XMap needs to organizations
    42. 42. Reduced time andreworkApproval status andtrackingCentral repository forall …Community TemplateAutomated TaggingForm templates w/WorkflowUser ProfileEnterprise SearchMap needs features
    43. 43. Reduced time andreworkApproval status andtrackingCentral repository forall …Community TemplateXAutomated TaggingXForm templates w/Workflow X XUser ProfileXEnterprise SearchX X XMap needs features
    44. 44. Create a LONG-TERM strategy for adoptionUtilize governance organizations to organically growDedicate business focused resources to adoption process
    45. 45. Ideal Roadmap
    46. 46. AGENDA
    47. 47. AGENDA
    48. 48. QUESTIONS

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