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SharePoint Saturday Albany

Gina Montgomery, MCTS, P-TSP MCP
,
www.ginamontgomery.com
Hi, I’m Gina!
•
•
•
•
•
•
•
•
•

SharePoint Architect
SharePoint & Yammer Evangelist
P-TSP for Microsoft – SharePoint, Off...
www.ginamontgomery.com

Tweet It!... I dare you!

@ginaMmontgomery is making us go social with
#SharePoint 2013 #SPSAlbany
www.ginamontgomery.com

Why are we here?
SharePoint is a platform that is meant to help your
organization:
•
•
•
•
•

bett...
www.ginamontgomery.com

Agenda
•
•
•
•
•
•
•
•
•

Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of...
Survey Questions
What version of SharePoint do you have deployed?
1. SP 2007
2. SP 2010
3. SP 2013
4. SP online
What Share...
www.ginamontgomery.com

Survey Questions
What Adoption challenges have you faced?
1.
2.
3.
4.
5.

UI isn’t friendly
Learni...
Agenda
•
•
•
•
•
•
•
•
•

www.ginamontgomery.com

Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of...
End User Adoption Plan
You need one. With no vision, there is no victory!
A documented plan will help increase the odds of...
Does your SharePoint Intranet Plan Suffer From:
•
•
•
•
•

Boring user interface?
No branding?
No dynamic content?
Poor In...
www.ginamontgomery.com
Why do SharePoint Intranets Fail?
Gartner surveys
say that more
than 50% of
SharePoint
implementations
fail due to poor
us...
If you build it, will they come?
If your users don’t know how and when to use SharePoint, they won’t!
WIIFM?!
Will I be mo...
Agenda
• Survey
• You need a plan!
• Why do SharePoint Intranet’s Fail?
• Components of a good End User Adoption Plan
• Wh...
Considerations
Phased Rollout
Methodology
Governance Strategy
IA Strategy
Communication Plan
Rewards & Recognition
Trainin...
Agenda
•
•
•
•
•
•
•
•
•

Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of a good End User Adoptio...
www.ginamontgomery.com

What is SharePoint Governance?
Governance identifies lines of ownership for the business and techn...
Governance

www.ginamontgomery.com

Governance is a set of roles, responsibilities, and processes that are
put in place in...
Governance for Adoption
Step 1
Establish a governing body for the usage and management of SharePoint
environments by:
– Id...
Getting Started with Governance in 2013

What to Consider
Unused Sites

Social Policy
Site Management

Site Templates
Site...
www.ginamontgomery.com

Agenda
•
•
•
•
•
•
•
•
•

Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of...
www.ginamontgomery.com

What is Information Architecture?
IA is your company’s way of describing, organizing and discoveri...
www.ginamontgomery.com

IA tends to include the following:
•
•
•
•

Navigation Structure
Metadata Strategy
Site Taxonomy
S...
IA

www.ginamontgomery.com

Your information architecture helps users find information in
any of three scenarios:
– I know...
www.ginamontgomery.com

Why should I care about IA?
• Because End User Adoption relies upon this!
• Usability - Sites that...
www.ginamontgomery.com

Information Architecture
• If SharePoint is difficult to use, confusing to
navigate through, and i...
Agenda
•
•
•
•
•
•
•
•
•

Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of a good End User Adoptio...
Gamification

www.ginamontgomery.com

Gamification is the use of game thinking and game mechanics in a non-game
context to...
Gamification

www.ginamontgomery.com

•When designed correctly, gamification has
proven to be extremely successful and
eff...
www.ginamontgomery.com

demo
Your 5 Reasons End Users Will Rant & Rave
1.

Improved End User Experience

1.
2.
3.

2.

App Model
Themes

Managing Proje...
Contact Us…
Gina Montgomer y
gina.montgomery@outlook.com
913-217-0211

Thank You!

Visit

www.ginamontgomery.com for more ...
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Adoption Tactics; Why Your End Users Will Rant & Rave Over SharePoint 2013 #SPSAlbany

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Transcript of "Adoption Tactics; Why Your End Users Will Rant & Rave Over SharePoint 2013 #SPSAlbany"

  1. 1. SharePoint Saturday Albany Gina Montgomery, MCTS, P-TSP MCP , www.ginamontgomery.com
  2. 2. Hi, I’m Gina! • • • • • • • • • SharePoint Architect SharePoint & Yammer Evangelist P-TSP for Microsoft – SharePoint, Office 365, Azure MCTS & MCP Yammer Admin & Enablement Facilitator Microsoft Experience Center Facilitator Adoption Expert Mom of two really cool sons Lego builder extraordinaire • • • • • • Twitter: @ginammontgomery Blog: www.ginamontgomery.com Email: gina.montgomery@acuvate.com • • SharePoint Saturday St. Louis SharePoint Saturday Richmond SharePoint Saturday D.C. SharePoint Saturday L.A. SharePoint Saturday Silicon Valley SharePoint Saturday Redmond SharePoint Saturday Omaha SharePoint Saturday Dallas Ft. Worth SharePoint Saturday Albany
  3. 3. www.ginamontgomery.com Tweet It!... I dare you! @ginaMmontgomery is making us go social with #SharePoint 2013 #SPSAlbany
  4. 4. www.ginamontgomery.com Why are we here? SharePoint is a platform that is meant to help your organization: • • • • • better share information better manage business processes better manage documents bring the social computing aspect and improved productivity for information workers into your work environment serve as a development foundation on which more business solutions can be created.
  5. 5. www.ginamontgomery.com Agenda • • • • • • • • • Survey You need a plan! Why do SharePoint Intranet’s Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions
  6. 6. Survey Questions What version of SharePoint do you have deployed? 1. SP 2007 2. SP 2010 3. SP 2013 4. SP online What SharePoint functions have you deployed? 1. Sites (portal, intranet) 2. Insights (BI / analytics) 3. Collaboration 4. Content management 5. Custom internal-facing apps 6. Custom external-facing apps 7. Search 8. Social www.ginamontgomery.com
  7. 7. www.ginamontgomery.com Survey Questions What Adoption challenges have you faced? 1. 2. 3. 4. 5. UI isn’t friendly Learning curve is too high for end users No one will contribute No real use cases identified for SharePoint in my organization Other?
  8. 8. Agenda • • • • • • • • • www.ginamontgomery.com Survey You need a plan! Why do SharePoint Intranet’s Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions
  9. 9. End User Adoption Plan You need one. With no vision, there is no victory! A documented plan will help increase the odds of a successful SharePoint rollout. When a document is required that means someone really has to think! And then get it reviewed! And that means collaboration happens which leads to more ideas.. Your end users should be a part of this process www.ginamontgomery.com
  10. 10. Does your SharePoint Intranet Plan Suffer From: • • • • • Boring user interface? No branding? No dynamic content? Poor Information Architecture? Unidentified Governance Plan? No Communication Plan? www.ginamontgomery.com
  11. 11. www.ginamontgomery.com
  12. 12. Why do SharePoint Intranets Fail? Gartner surveys say that more than 50% of SharePoint implementations fail due to poor user adoption! www.ginamontgomery.com
  13. 13. If you build it, will they come? If your users don’t know how and when to use SharePoint, they won’t! WIIFM?! Will I be more productive if I use this? Or is this just another demand from management that won’t help me? I have too much work to do already! A well thought out End User Adoption plan that includes a good governance plan, good information architecture, and some adoption incentives can help your users understand this. www.ginamontgomery.com
  14. 14. Agenda • Survey • You need a plan! • Why do SharePoint Intranet’s Fail? • Components of a good End User Adoption Plan • What is SharePoint governance? • What is Information Architecture? • What is gamification? • SharePoint 2013 DEMO • Review and Questions www.ginamontgomery.com
  15. 15. Considerations Phased Rollout Methodology Governance Strategy IA Strategy Communication Plan Rewards & Recognition Training Plan www.ginamontgomery.com
  16. 16. Agenda • • • • • • • • • Survey You need a plan! Why do SharePoint Intranet’s Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions www.ginamontgomery.com
  17. 17. www.ginamontgomery.com What is SharePoint Governance? Governance identifies lines of ownership for the business and technical teams and identifies who is responsible for which areas of the system. The governance plan also establishes rules for appropriate use of the SharePoint environments. People Process Technology Policy
  18. 18. Governance www.ginamontgomery.com Governance is a set of roles, responsibilities, and processes that are put in place in an enterprise to guide the development and the use of a SharePoint solution. These techniques should also align with the enterprise’s culture and goals while enabling teams and individuals to effectively collaborate and share information. Key Words: Enable Collaborate Share
  19. 19. Governance for Adoption Step 1 Establish a governing body for the usage and management of SharePoint environments by: – Identifying appropriate business owners willing to provide strategic insight and direction – Identifying appropriate IT infrastructure to provide operational support – Creating effective support system through proper channels of escalation for end users – Establishing governing usage and maintenance policies and procedures along the way www.ginamontgomery.com
  20. 20. Getting Started with Governance in 2013 What to Consider Unused Sites Social Policy Site Management Site Templates Site Request Change Request/Feedback Model – Support? Naming Conventions SharePoint Designer Etc!!! www.ginamontgomery.com Description What happens to unused sites? Appropriate vs Inappropriate, Liking, Tagging, Following, etc.. Site Owners need to know how sites will be managed. Are they controlled? Are they managed by the IA? Which templates are available and how will they be used? How will users go about asking for a new site? What will be included in the new site (type of template, customizations?) How is support defined? To whom does the End User address to get answers? How will DBs, Servers, etc... be named? It should be consistent. Governing the usage of SPD for editing/designing pages for a common look and feel
  21. 21. www.ginamontgomery.com Agenda • • • • • • • • • Survey You need a plan! Why do SharePoint Intranet’s Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions
  22. 22. www.ginamontgomery.com What is Information Architecture? IA is your company’s way of describing, organizing and discovering your content The Information Architecture Institute describes IA as "the art and science of organizing and labeling websites, intranets, online communities and software to support usability."
  23. 23. www.ginamontgomery.com IA tends to include the following: • • • • Navigation Structure Metadata Strategy Site Taxonomy Search Strategy
  24. 24. IA www.ginamontgomery.com Your information architecture helps users find information in any of three scenarios: – I know it does exist and I actually know where it is. – I know it does exists, but I really don’t know where it is. – I have no idea if it exists.
  25. 25. www.ginamontgomery.com Why should I care about IA? • Because End User Adoption relies upon this! • Usability - Sites that lack a well-thought out IA tend to become desolate. It is difficult to find information because the site navigation is substandard • Site Management/Administration - A good, thought out IA will help address storage requirements and goals.
  26. 26. www.ginamontgomery.com Information Architecture • If SharePoint is difficult to use, confusing to navigate through, and information can’t be found quickly adoption won’t occur!
  27. 27. Agenda • • • • • • • • • Survey You need a plan! Why do SharePoint Intranet’s Fail? Components of a good End User Adoption Plan What is SharePoint governance? What is Information Architecture? What is gamification? SharePoint 2013 DEMO Review and Questions www.ginamontgomery.com
  28. 28. Gamification www.ginamontgomery.com Gamification is the use of game thinking and game mechanics in a non-game context to engage users and solve problems Using Gamification Enhance Skill Speed Collaboration By measuring By Creating By providing Achievement Competition Status
  29. 29. Gamification www.ginamontgomery.com •When designed correctly, gamification has proven to be extremely successful and efficient in engaging people and helping them to change behaviors, collaborate, improve skills and solve problems.
  30. 30. www.ginamontgomery.com demo
  31. 31. Your 5 Reasons End Users Will Rant & Rave 1. Improved End User Experience 1. 2. 3. 2. App Model Themes Managing Projects and Tasks List based apps The Social Layer 1. 2. 3. Newsfeeds Gamification Yammer Integration New Ways to Collaborate 1. 2. 3. 4. Ribbon Improvements/Similarity to Office Ribbon for Editing Improved Productivity 1. 2. 3. 4. 5. Community Site Template Project Site Template One Note Integration Post to Yammer Mysite Improvements 1. 2. 3. 4. 5. Newsfeeds Tasks Blogs Expertise Etc..
  32. 32. Contact Us… Gina Montgomer y gina.montgomery@outlook.com 913-217-0211 Thank You! Visit www.ginamontgomery.com for more info
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