Catapult k2 partner event oct 12 2011


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An Overview of SharePoint 2010 going over the main

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  • Custom Development – Specialization in Web DevelopmentData Management – Specialization in Business IntelligenceInformation Worker – Specializations in Enterprise Project Management, Portals and Enterprise Collaboration, and Messaging and CollaborationBusiness Process and Integration Network Infrastructure Advanced Infrastructure – Specialization in Systems ManagementMobility
  • Key MessagePresenter NotesThere are some headline elements for each of the SharePoint workloads:SitesRibbon UISharePoint WorkspaceSharePoint MobileOffice Client and Office Web App IntegrationStandards SupportCommunitiesTagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrganization BrowserContentEnterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList EnhancementsSearchSocial RelevancePhonetic SearchNavigationFAST IntegrationEnhanced PipelineInsightsPerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivotCompositesBusiness Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSSPresenter GuidanceThis is the first level of drill down. Keep the discussion high level. Reorder, add, or remove items as you feel necessary for your customer engagement.
  • Key MessageSharePoint sites deliver business benefits because: They offer a rich user experience They make business information available to users irrespective of location, device, or browser Customers can save money on hardware, support skills, and development costsPresenter NotesUse the slides to list the benefits of SharePoint 2010 sites. Presenter GuidanceReorder, add, or remove items as you feel necessary for your customer engagement.
  • Key MessageSharePoint communities deliver business benefits because: They offer the ability to manage the informal knowledge that is essential to business development They create a collaborative environment where users can work together naturally and build essential business relationships organically They use the power of sites to provide business access anytime, anywherePresenter NotesUse the slides to list the benefits of SharePoint 2010 communities.Additional NotesUsers can work together the way they want. The global workforce of the twenty-first century is more diverse than ever. Connect and engage all of your employees with a flexible collaboration platform and a diverse set of tools that range from Wikis to Workflows to Workspaces—allowing people to work together the way they want.You and your users can rely on security across your community environment. Let your IT staff rely on an enterprise-ready collaboration platform that is secure and easy to manage and will support your organization’s growing needs. SharePoint 2010 makes social safe with granular security and privacy controls, centralized management and policy setting, and robust reporting and analysis.Users can your business can extend the value of the community solutions. The SharePoint platform seamlessly integrates with the rest of the Microsoft Business Productivity infrastructure, including the Office applications, Exchange Server, Office Communications Server, SQL Server, and Dynamics. In addition, SharePoint provides Business Connectivity Services and adheres to open standards and protocols, making it easy to integrate third-party applications.Presenter GuidanceReorder, add, or remove items as you feel necessary for your customer engagement.
  • Key MessageSharePoint 2010 builds on the SharePoint Server 2007 functionality to deliver the ability to create and distribute content. This provides a robust platform for content governance.Presenter NotesUse the slides to list the benefits of SharePoint 2010 content development and management.Additional NotesIncrease Productivity and Information ValueWith SharePoint 2010, content management is simple and intuitive, allowing employees to focus on higher value tasks. In addition, SharePoint 2010 provides co-authoring, metadata driven navigation, search refiners, and a rich social overlay to help people turn information into action.Drive Compliance and Reduce RiskSharePoint 2010 provides a single platform for managing content across the enterprise. By consistently applying metadata, retention schedules, record declarations, and legal holds, SharePoint 2010 can help to ensure that information is managed in accordance with policy and regulation. This can reduce the risk of incorrectly deleting relevant information or retaining information beyond its useful life.Consolidate Systems and Simplify IntegrationReducing the need to purchase multiple ECM solutions, SharePoint 2010 delivers the management of documents, records, Web content, rich media, and document output in an integrated, extensible platform. In addition, SharePoint 2010 is built on an open platform that supports interoperability standards like XML, SOAP, RSS, REST, WebDAV, and WSRP, which significantly reduces the cost of maintaining a heterogeneous environment.Presenter Guidance
  • Key MessageSharePoint 2010 offers unparalleled flexibility in providing different levels of search capabilities across you organization.Presenter NotesUse the slides to list the benefits of SharePoint 2010 communities.Additional NotesGo Beyond the Search BoxSharePoint 2010 moves beyond the traditional "10 blue links" and introduces a visual and interactive experience, allowing users to find, explore, and connect to information and people.Eliminate Compromise Between Manageability and CapabilitySharePoint 2010 offers an integrated solution that can tackle the most challenging enterprise search requirements while maintaining the out-of-box simplicity and consistency of a durable and secure platform. Do More with SearchSharePoint 2010 is a powerful platform for building custom search solutions and applications using common out-of-box tools.You can also:Get more relevant results through a search center with hit highlighting, results summaries, related queries, and enhanced query syntaxFind information faster with metadata-driven refinement, query suggestions, search scopes, and federated results which help pinpoint informationSearch from anywhere including mobile and desktop integration; Office Web Apps speed access to results; enhancements for multilingualConnect with expertise using recently authored content, user profile-based refinement, browse in organizational chartMine Social Data using SharePoint and Outlook integration to improve people and expertise searchFind people through nickname and phonetic matching, people specific refinement, tuned relevance modelsPresenter Guidance
  • Key MessageBusiness is all about making the right decisions. SharePoint 2010 provides the tolls and the interface to get the right information to the right people in the right format..Presenter NotesUse the slides to list the benefits of SharePoint 2010 business insights.Additional NotesEmpower Decision MakersEmpower users to collaborate better and make more agile business decisions by accessing the information they need, when they need it. With powerful self-service capabilities integrated into familiar tools, users can create and share the right information and drive the business forward by providing timely responses and taking advantage of opportunities as they arise.Improve Organizational EffectivenessManage, drive, and define organizational success by aligning to key metrics and strategy through context-driven dashboards. Measure critical success factors and empower everyone to create and analyze the information necessary to stay informed and move the business forward. Enable accountability and transparency across the company and remove barriers to productivity.Enable IT EfficiencyUse a complete, integrated business collaboration platform that can empower users to discover, analyze, and share the right information across unstructured and structured assets. With a platform built on standards, IT can address business requirements by putting information in the hands of users and focusing on developing, maintaining, and securing systems.Key features are the extended services:Excel Services Excel Services makes it simple to use, share, secure, and manage Microsoft Office Excel 2007 workbooks as interactive reports in a consistent way throughout the enterprise. Visio Services Visio Services in SharePoint 2010 provides the capability to render Visio diagrams and charts within the browser. Business users can use one of the existing out-of-the-box filter Web Parts to apply filtering criteria to a diagram to restrict what is and is not rendered. PerformancePoint Services, Dashboards and Scorecards PerformancePoint Services is a balanced scorecard and dynamic dashboard tool that allows power users/IT to create dynamic and highly interactive dashboards that display strategy to operations. Business Connectivity Services (BCS) BCS allows you to create SharePoint applications that bring external data into the Office system, extending the rich Office user experience and SharePoint collaboration capabilities to business data and processes. Presenter Guidance
  • Key MessageSharePoint 2010 delivers tools and services that mean users can more readily develop the solutions that exactly fit your business. But SharePoint development does not stop there; your developers can use the familiar Visual Studio environment and SharePoint Designer 2010 to program business solutions.Presenter NotesUse the slides to list the benefits of SharePoint 2010 composites.Additional NotesRapidly Create No-Code Collaborative SolutionsEmpower business users to rapidly and easily address a broad array of business needs using the browser, or to share their Office Access databases and Office Visio diagrams with others, while allowing advanced users to customize SharePoint with no-code tools in SharePoint Designer and Office InfoPath.Unlock the Value of Enterprise DataAllow your organization to interact with enterprise data directly within the SharePoint and Office experience, in both read and write modes. Users are able to work with enterprise data as easily as with SharePoint data, either offline or connected, or directly in the rich experience of Microsoft Office.Maintain Control over End User SolutionsIT professionals can manage user solutions and define resource throttling controls on resource consumption on your server infrastructure, letting SharePoint take care of ensuring that solutions stay within your predefined limits. This allows them to maintain operational insight and a stable platform, whether online or on-premises.Additional Services include:Visio Services Leverage the most popular diagramming tool in the world, Visio, directly on SharePoint. Share and publish your diagrams to SharePoint to create custom dashboards that connect to your data and can be refreshed in real-time. Access Services Publish your Access databases to SharePoint to share them with others. With Access Services you will be able to eliminate database versioning problems and simplify the deployment of Access forms and reports to other users, while simplifying management of these databases. Business Connectivity Services With Business Connectivity Services, or BCS, you can extend the reach of your enterprise data to everybody in the organization. Enable users to read and write back to these external data sources as easily as with SharePoint lists, and allow them to interact with this data even when offline using Outlook, Word or SharePoint Workspace. Creating external content types that connect to these external data sources can be accomplished very easily and without code directly using SharePoint Designer 2010. Presenter GuidanceWe are getting very used to the word “composites” in SharePoint presentations. Make sure that your audience understand what it means.
  • We can do that today. For example, the Office desktop application like Word allow people to individual collaborate. Track changes is a great example.
  • One might then submit the document back to the original author and your user experience might look like this. In this case I see some email with some attachments. But I also have individual calendar. I also have individual contacts. All of this is done without SharePoint
  • One area that SharePoint helps facilitate Individual collaboration is Profiles whereby each individual gets a site, referred to as a My Site. This is a improvement upon the personal file folder IT provisions on a file share.
  • Catapult k2 partner event oct 12 2011

    1. 1. Catapult SystemsWireless: MSFTGUESTUser: usmsguestPwd: Vb832qaa October 12, 2011
    2. 2. Agenda Catapult Overview SharePoint Overview Solutions Overview  Project Stories Questions
    3. 3. Company Overview Private company founded in 1993 300+ employees We’ve delivered over 4,000 client engagements Seven regional offices: – Austin – San Antonio – Dallas – Tampa – Denver – Washington D.C. – Houston
    4. 4. Who We Are: The Microsoft Consulting Company Microsoft National Systems Integrator (NSI) 100% Microsoft focused 11 Gold Competencies 17 Silver Competencies Portals & Collaboration  Application Integration  Midmarket Solution Provider Search  Business Intelligence  Mobility Content Management  Content Management  Portals & Collaboration Digital Marketing  Project & Portfolio Management  Customer Relationship Business Intelligence Management  Search Software Development  Data Platform  Software Development Desktop Server Platform  Desktop  Systems Management Systems Management  Digital Marketing  Unified Communications Unified Communications  Identity and Security  Virtualization Virtualization With 28 to date, no other Microsoft partner has achieved more competencies worldwide
    5. 5. End-To-End ServicesIntegration Creative Services Mobile Solutions Portal Solutions  Interactive  Design Workflow & Collaboration  Branding  User Interface Search/Content Management  Design  Development Enterprise Project Management  Marketing  Infrastructure Business IntelligenceCatapult Managed Services Development Infrastructure SharePoint  Custom Application Development  Unified Communications SQL Server  Cloud Computing  Server & Desktop  xRM  Security  Management & Monitoring
    6. 6. Brand PromiseOur commitment to you:We Always Deliver: We do what we saywe are going to do – always.Were Easy to Work With: We are committed to being theeasiest, most flexible and most convenient partner.We Bring the Whole Team: We do everything as a unitedteam, so you get our collective experience, expertise andcreativity.
    7. 7. Catapult & SharePointWhen you partner with Catapult, you get an entireSharePoint practice 100 SharePoint Developers, Architects and Analysts Over 400 SharePoint engagements successfully delivered 20 SharePoint 2007 to SharePoint 2010 migrations Over 50 SharePoint 2010 implementations Experience with SharePoint 2010 since before it was in public beta
    8. 8. Learn More About Our Experience via our Blogs
    9. 9. SharePoint 2010 Overview
    10. 10. Microsoft SharePoint 2010Business Connectivity Services Ribbon UIInfoPath Form Services SharePoint WorkspaceExternal Lists SharePoint MobileWorkflow Office Client and Office Web AppSharePoint Designer IntegrationVisual Studio Standards SupportAPI EnhancementsREST/ATOM/RSS Tagging, Tag Cloud, Ratings Social Bookmarking PerformancePoint Services Blogs and Wikis Excel Services My Sites Chart Web Part Activity Feeds Visio Services Profiles and Expertise Web Analytics Org Browser SQL Server Integration PowerPivot Enterprise Content Types Metadata and Navigation Social Relevance Document Sets Phonetic Search Multi-stage Disposition Navigation Audio and Video Content Types FAST Integration Remote Blob Storage Enhanced Pipeline List Enhancements
    11. 11. Key Points: Sites Rich UserExperienceAnywhere Access SinglePlatform
    12. 12. Key Points: Communities InformalKnowledge SocialConnectionsParticipation Anywhere
    13. 13. Key Points: Content User-centricFlexibility and ComplianceManagement Efficiency
    14. 14. Key Points: SearchBetter Answers, Faster Knowledge Amplification Enterprise Deployment
    15. 15. Key Points: InsightsData InteractionDecision MakingOrganizational Effectiveness
    16. 16. Key Points: Composites User-Driven Solutions Data Connectivity Solution Deployment
    17. 17. SharePoint Solutions Users Timeline / Investment
    18. 18. Individuals Collaborating
    19. 19. Individuals Collaborating
    20. 20. Individuals Collaborating: My Sites
    21. 21. SharePoint Solutions Users Timeline / Investment
    22. 22. Team Collaboration: The “X” Drive  What folder do I put the file in? What if it’s two folders?  How do I change permissions?  How do I control versions?  How do I access this when I am not on the network?
    23. 23. SharePoint Team Collaboration: Document Library
    24. 24. SharePoint Team Collaboration: Team Content
    25. 25. SharePoint Solutions Users Timeline / Investment
    26. 26. Division Project Story The Scooter Store  Medical Supply Company  Doctors write prescriptions for “scooter”  Customer calls in to check on order status  Regulatory compliance is critical  1.6 Million documents with 30-40K more per month  Integration with existing Kofax scanning solution
    27. 27. Division Project Story• Doctor Office Tag • Submit to Retrieve Submits form SharePoint Record • Index forms with • Found via search• Combine into one Center metadata • VIP #, Name, and TIFF • Release to • Indexed by Crawler other fields SharePoint Receive Store
    28. 28. Division Project Story VIP Number HICN Last Name First Name Middle Name Content Type Any Created By Document Name Date Created Document Type SERVICE_WO Modified By Author Date Modified Search
    29. 29. SharePoint Solutions Users Timeline / Investment
    30. 30. Enterprise Project Story
    31. 31. Enterprise Project Story Whataburger  Privately held regional restaurant  Rapid growth of employees (~100% in past 2 years)  Wants new employees to be “part of the culture”
    32. 32. The Interviews  65 formal interviews with users and business stakeholders representing each department and user type within Whataburger  35- 40 informal interviews during wireframe and prototype reviews
    33. 33. The Personas
    34. 34. You Said… 1. “I want to find all the company news in one place.” 2. I want a place where I can send feedback to the company, where I know I will be heard. 3. “I would like for users to have the ability to search for answers for common questions like setting-up voicemail without having to submit a ticke every time.” 4. “As a content author, I wish that I didn’t have to re-do my work, re-post content or rewrite it!” 5. “I want to be able to collaborate on documents without sending emails back and forth.” 6. “I want to know that the document I am reading is current, complete and valid.” 7. “I want a search that works, is robust and helps me navigate the system.” 8. “I am so frustrated by all the places I have to go to find information and documents.” 9. “Under the A Frame is so hard to use and find anything in.” 10. “I wish I could share common problems and solutions with other members of my team in other regions.” 11. “I want to know the goals of the company, where we are in reaching those goals and how I can help us get there.” 12. “I wish we did not email everything back and forth and I can never find what I am looking for on the shared drive.” 13. “I would like to search an employee directory.” 14. “I would like to search for a unit and who works there.” 15. “I would like to be able to ask my peers questions, real-time, over the intranet.” 16. “I would like to be able to rate and/or like content on the system.” 17. “I would like to know who to talk to when I have a question.” 18. “I wish I could access industry news and information that is pertinent to my role without having to search for it.” 19. “I would like to see all the forms and manuals that I need in one place.” 20. “I would like to identify thought leaders within the company on certain subjects through a visual indicator like badges, and be able to ask them questions (Ask Kathy).” 21. “I want to have an integrated work desktop. One place to read email, plan my day, view tasks and events.” 22. “I would like to tell the company what races or events we are sponsoring.” 23. “I want to know all the “good work” we are up to and sign-up online.” 24. “I would like to share the social media and other marketing successes with the company.” 25. “I would like to stay updated on content changes and document changes.” 26. “I want to be able to navigate through the intranet easily, with favorites and links I use all the time easily accessible.” 27. “I really want to know what we are up to as a company- marketing campaigns, new products, trainings, job postings, etc.” 28. I want to feel more connected to my work mates, peers and to the company
    35. 35. We Listened…
    36. 36. SharePoint Solutions Users Timeline / Investment
    37. 37. DJO Global Extranet• Targeted video based on SharePoint Audience• Aggregated calendar from individual team site calendars• Large Quick Links• Social polls
    38. 38. Planview Prisms Extranet• Integrated ‘Education’ data from online LMS• Key Events Spotlight• Rotating FAQs & Best Practices• Social Networking
    39. 39. SharePoint Solutions Users Timeline / Investment
    40. 40. Internet Project Story Tucker Advisory Group  Support and marketing organization for insurance annuity agents.  VERY competitive landscape  VERY aggressive competitors, all fishing for agents
    41. 41. Tucker - Before
    42. 42. The Dozen – UCD Process
    43. 43. Paper Prototypes
    44. 44. Design Comps
    45. 45. Final Design
    46. 46. Questions