#SPSSAC Identifying Low Hanging Fruit for SharePoint 2013 No-Code Solutions

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  • 1. Join us right after at The Blue Prynt Socialize and unwind after our day of learning. Blue Prynt Restaurant & Bar 815 11th St, Sacramento, CA 95814 bluepryntsacramento.com SACRAMENTO
  • 2.  Introductions  What are SharePoint Composite No- code Solutions?  Identifying Low-Hanging Fruits  Let’s build one
  • 3. Introductions
  • 4. Gina.Montgomery@softmart.com www.ginamontgomery.com https://blog.softmart.com Gina Montgomery
  • 5. Softmart Company Facts  Established: 1982; Status: Privately Held  Regional offices throughout the U.S.  Global partnerships in all world markets  Business Strategy – Focus on the customer “As a privately held company, Softmart manages to the expectations of our customers, not Wall Street. We believe the true measure of our success is customer satisfaction.”  SAM Certified  Analytics Advantage Program  Numerous Microsoft Awards
  • 6. SAM Analytics Team Security Hardware Software Product Specialists Cloud Specialist eCommerce Integration Team Priority Customer Service Team License Service Team
  • 7. Let’s get started SharePoint Composites @ginaMmontgomery is making us go social or go home with #SharePoint 2013! #SPSSAC
  • 8.  http://bit.ly/Qw4nC3  Rapidly create solutions by assembling, connecting, and configuring the basic building blocks of functionality available in SharePoint 2013, and in many cases, Microsoft Office 2013.
  • 9.  Lists, Libraries, Views  List Forms, InfoPath, 3rd Party Forms  Workflows – SharePoint Designer, Visio, 3rd Party Workflow Tools  Power Pivot / Power View  Access Apps  Social Tools  Web Parts
  • 10.  Examples: › Absence Request & Tracking Application › Travel Request Application › HR portal › Capital Expense Request Application › Expense Reporting Application › BI Dashboard › Ideation Tracking Application
  • 11.  To leverage your SharePoint investment  To help reduce duplicate content and data  To unlock the value of Line-of- Business (LOB) data  To rapidly create a business solution without dependence on technical staff (DIY)  Because your End User Adoption Relies Upon it
  • 12. Factors Impact Risk Prepare Risk Mitigation Plans if Necessary Approval Do you have the proper permission to build such Solution? Obtain Proper Approval to Build the Solution. Adoption Does this solve users’ needs? Why would they use it? WIIFM. Define the value proposition before you build it. 3rd Party Applications / Solutions Are you recreating the wheel? Does the solution better integrate if built on SharePoint? Etc… Training What kind of learning curve will the users have? Prepare a training plan for go-live. Governance Policies Determine how existing governance policies should affect your solution/application. What permission groups should exist. Can you use pre-existing permissions? Step 1: Think it through; get your users involved!
  • 13. Step 2: Sample Questions Identify Requirements From Your End Users What processes are you currently doing with Email & Office today? Do you have any paper based processes? What do you track in your department? How do you track it? What kind of reports do you look at? How are they distributed to you? Is the data static? How do you collaborate on documents today? What kind of forms are required in your department? How do you distribute them and how do the users execute them?
  • 14.  DEMO
  • 15. Questions? @ginammontgomery @softmart www.ginamontgomery.com www.blog.softmart.com Gina.Montgomery@softmart.com