Achieving Buy-In Across Your Organization - Richmond SPUG

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Erin Glenn, Vice President
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• SPS Baltimore – May 18th
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• SPSDC – Dec 7th

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Achieving Buy-in Across Your Organization
Speaker:
Adam Levithan

Achieving Organizational Buy-in Across
Your Organization
Adam Levithan, Senior Consultant
alevithan@portalsolutions.net,
@collabadam

© 2011 All rights reserved. www.portalsolutions.net 6
Who Am I?

A Brief Q/A Session

AGENDA

Internet - 1971
“WWW” - 1994
Blog - 1999
My Space 2003
Facebook- 2005
Twitter - 2006

Dilip Bhatt 2000
System of Record

AIIM, 2005
E-gineer.com, 2009
System of Record/System of
Engagement

System of Engagement

Driven by the need to make decisions
Select projects based on a strategic goal and broad description of success
Technology is a tool to be used to drive the entire organization

Driven by the need to provide educated recomendations
Provided specific strategic projects, pieces of a puzzle
Focused on achieving department/team goals

Driven by the need to get work done
Provided tactical projects that solve a specific set of requirements
Focused on achieving personal/team goals

Driven by the need to provide solutions to all groups
Provided projects based on organizational strategy
Interested in solving problems through technology

AGENDA

?

Goal
Centralizing the proposal process across Business
Development, Legal & Finance Departments
Business Need
• Reduced time and rework involved in creating
proposals
• Easy to find status of proposals and value of
pipeline
• Quick identification similar past proposals

Goal
Centralizing the proposal process across Business
Development, Legal & Finance Departments
Business Need
• Reduced time and rework involved in creating
proposals
• Easy to find status of proposals and value of
pipeline
• Quick identification similar past proposals
Features
• Document Templates
• Automatic document tagging
• Workflow based on status
• SharePoint Designer created dashboards

Goal
Simplify access and management of Human Resources
documentation, 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

Goal
Simplify access and management of Human Resources
documentation, 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
Features
• Form templates with content types
• Required documents within document sets
• Custom forms & process workflows

Goal
Ensure TPS Project runs on time and on budget
Business Need
• Central repository for all TPS reports
• Increased transparency of project health
• Centralized communication about project
• Rapid on-boarding of new project team members

Goal
Ensure TPS Project runs on time and on budget
Business Need
• Central repository for all TPS reports
• Increased transparency of project health
• Centralized communication about project
• Rapid on-boarding of new project team members
Features
• Task List
• Alerts

Centralize information and communications

Store and sync your documentation

Store and sync your documentation
Create Site templates with tasks, workflows, calendars and custom
libraries

Deep Integration with Office applications

Availability of information inside and outside of the organization

Availability of information inside and outside of the organization
Capture ideas, answers and follow colleagues activities

Connect with people across your organization

Discover Interests, projects and documents they’ve worked on, tagged
or rated

Discover Interests, projects and documents they’ve worked on, tagged
or rated
Customize search to deliver more relevant results and recommend
people and documents of interess

Customize the look and feel to match your brand
Streamline business processes with workflows
Create custom applications

Availability of cloud our on-premise options
Establish information management policies for different types of
information
Design custom security governance

AGENDA

Reduced time and rework involved in creating proposals
Reduced time and rework
HR form approval status and tracking
Approval status and tracking
Central repository for all TPS reports
Central repository for all …

HR BD Execs IT
Map needs to organizations

HR BD Execs IT
X X X X
X X X
X X
Map needs to organizations

Reduced time and
rework
Approval status and
tracking
Central repository for all
…
Community Template
Automated Tagging
Form templates w/
Workflow
User Profile
Enterprise Search
Map needs features

Reduced time and
rework
Approval status and
tracking
Central repository for all
…
Community Template
X
Automated Tagging
X
Form templates w/
Workflow X X
User Profile
X
Enterprise Search
X X X
Map needs features

Create a LONG-TERM strategy for adoption
Utilize governance organizations to organically grow
Dedicate business focused resources to adoption process

Ideal Roadmap

AGENDA

Questions

Achieving Buy-In Across Your Organization - Richmond SPUG

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