Keynote SharePoint Community Conference 10 Steps to Successful Deployment (NZ Style)

Who is SharePoint Joel?
8+ Year SharePoint Veteran
5 Years in MS IT
2 Years in SharePoint Product Team
1 year independent
Quest SharePoint Architect
SharePoint Evangelist Consultant and Trainer
Social Media Evangelist

Watch Out for Killer Bunnies

10 Steps To SharePoint Success
Wake up and Confront Reality
Create a Plan
Exec Sponsor with Clear Vision
Create a Diverse Skilled Dream Team
Build Services not Stuff
Define Clear Policies and Standards
Invest in Scalable Information Architecture
Don’t forget Change Management
Adoption is What Counts
Keep it Simple Stupid.

Wake up & Confront Reality

Create a Plan or Plan to Fail!

Over the next 2 years less than 35% of sites with Windows SharePoint Services will put effective governance techniques in place.
Gartner

SharePoint Governance
11
Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization
Source: The Burton Group

Clear Vision, Mission and Goals

Get a Passionate Executive Sponsor

Get me SharePoint or your out!
Exec Sponsor with Vision & Budget

What is Deployment?
Build a Service NOT Install Software

SharePoint is Plastic. Don’t create Robot Barbie!

Telling the SharePoint StoryChoose your own adventure!

Cleverworkarounds.com
Cleverworkarounds.com

Two Types of Service Models
Out of the box (Standard)
Custom (Dedicated)

Policies Support Services

Create the Dream Team

Sample SharePoint Team
SharePoint Site Collection Administrator(s)
SharePoint
Infra Admins
Business
Intelligence
Collaboration
SharePoint Designer or Business Analyst
BusinessForms
PlatformServices
Portal
Content
Management
Search
Content Administrator
SharePoint Developer(s)

Functional Groups/Teams

September 2007 “Data Governance: What Works And What Doesn’t”
Data Governance Roles And Responsibilities

SharePoint Deployments are you ready?
Adapted from Tuckman and Jensen 1977

Joel’s Deployment Model
Are you trying to be a Rockstar with the experience of a newbie?

Define Clear Policies and Standards

Defining Policies
Consider charge back for App Hosting
Use Site Collection quotas
How do I handle a free SharePoint Designer?
What should I do with Codeplex?
Support for Third party solutions?
Require Solution Deployments!!! (.wsp)
IT Provisioned
Larger Quota
Permanent
Supported Dev env.
$$$ Charge Back
Self Service
Smaller Quota
Quicker Expiration
OOB
Adhoc
Structured

Build for Today
Design for Tomorrow

Containment Hierarchy

Joel's Cheat Sheet for Hosting

SharePoint Service
Offering
Structured
Adhoc
Long term
Short term

Ready for the Cloud?
SharePoint Hosting

Don’t Forget Change Management with Staged Deployment

SharePoint Dev Life Cycle
Customizations
SharePoint Designer +
UI Customizations
Dev Assets
Visual Studio
.WSP

Critical Policy Decisions (Customization vs. Development)
Dev Assets
Portability
Limited
Portability
Customizations

SharePoint Dev Life Cycle
Development Assets -> .WSPs
Content Databases

Microsoft Operations Framework 4.0
http://go.microsoft.com/fwlink/?LinkId=116390

Adoption is What Counts!

Understanding
Adoption
Design
Implementation

Keep it Simple Stupid!

K.I.S.S.

Keep It Simple Stupid.
Don’t start with LOB Integration and BDC and Excel Services requirements on your first go… Start easy and work up…
Start with Collab, Search and Profiles, it’s an easy win.
Watch for Scope Creep it is very easy in SharePoint.
Careful with development requirements that lead to custom site definition

Cutting corners – “My Devs are My Admins”
The SharePoint project is no longer SharePoint (it’s so custom and no longer supportable)
“Production is test and dev, and where I introduce my service packs”
SharePoint is a simple install... (c’mon it’s a Microsoft app... No one will even notice it.)
Comon let this .DLL go... (require .WSP!)
NOT Key takeaways today...

SharePoint Deployment Essentials & Governance Checklist

Resources and Plugs
Joel’s Blog – http://www.sharepointjoel.com
SharePoint Governance Resources
http://technet.microsoft.com/en-nz/office/sharepointserver/default(en-us).aspx
New SharePoint Information Portal: http://SharePoint.Microsoft.com
Join a SharePoint User Group!

Quest Solutions for SharePoint
Site Administrator for SharePoint Discover, understand and manage your SharePoint environment
Quest SQL Server Solutions
Maximize SQL Server performance while simplifying tasks and providing visibility and control
Quest Web Parts
Enable rapid development of SharePoint applications
Recovery Manager for SharePoint
Granular SharePoint recovery for enterprise-level needs
Migration Manager for SharePoint
SharePoint 2003 to 2007 migration
File Migrator for SharePoint
File shares to SharePoint migration
Public Folder Migrator for SharePoint
Exchange Public Folders to SharePoint migration
Notes Migrator for SharePoint
Notes application content to SharePoint migration
51

Thank You!

Enjoy the Conference!

Questions?

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Keynote SharePoint Community Conference 10 Steps to Successful Deployment (NZ Style)

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