SharePoint 2013 for Corporate Communications by Jed Cawthorne

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SharePoint 2013 for Corporate Communications by Jed Cawthorne

  1. 1. SharePoint for Communications How new features and functionality in SharePoint 2013 will enhance BMO’s Corporate Intranet Portal and the use of the portal for corporate communications Jed Cawthorne, Senior Manager, Intranet Initiatives Corporate Intranet Team BMO Financial Group
  2. 2. Change Header in the Slide Master Change Footer in the Slide Master 1 Agenda • Introduction • Evolving Intranet Capabilities at BMO • Current State Overview • Future State - SharePoint 2013 • Future State – Short / Medium / Long term • Short term – BMO Central and Canadian P&C Central Portals – Rich Profiles – What’s new in SharePoint 2013 for Communications • Medium Term – SharePoint 2013 Social Collaboration Functionality SharePoint 2013 for Corporate Communications
  3. 3. Change Header in the Slide Master Change Footer in the Slide Master About BMO Financial Group • Established in 1817 as Bank of Montreal, BMO Financial Group (TSX, NYSE: BMO) is a highly diversified financial services organization. With total assets of $593 billion as of January 31, 2014, and approximately 45,500 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions. • We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital MarketsTM, our North American investment and corporate banking division. • In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital MarketsTM. 2 SharePoint 2013 for Corporate Communications
  4. 4. Change Header in the Slide Master Change Footer in the Slide Master Introduction 3 Technology Projects People Process Technology Process People Technology CONTENT Intranet Projects SharePoint 2013 for Corporate Communications
  5. 5. Change Header in the Slide Master Change Footer in the Slide Master Evolving Intranet Capabilities • Unstable, underfunded, out-of-date platform • Usability based on hundreds of sites • Silo based architecture • Limited Social Functional 4 • New Platform • Opportunity for scalable, non Silo based architecture • Consistent User Experience • More productive content management • Enhanced social functionality Funded solely through T & O currency budgets SharePoint 2013 for Corporate Communications
  6. 6. Change Header in the Slide Master Change Footer in the Slide Master 5 Current State Overview SharePoint 2013 for Corporate Communications
  7. 7. Change Header in the Slide Master Change Footer in the Slide Master CEO Communications – custom SP2007 blog 6 SharePoint 2013 for Corporate Communications
  8. 8. Change Header in the Slide Master Change Footer in the Slide Master COO Communications – custom SP2007 blog 7 SharePoint 2013 for Corporate Communications
  9. 9. Change Header in the Slide Master Change Footer in the Slide Master Tembo Social – enterprise poll and ideation 8 SharePoint 2013 for Corporate Communications Cloud based tool with SP web parts. 1 poll only, but multiple ideation threads
  10. 10. Change Header in the Slide Master Change Footer in the Slide Master Future State – short / medium / long term • Short Term – BMO Central – target June 2014 • New News Functionality • CEO Communications Site • COO Communications Site • Rich Profiles & People Search – Canadian P&C Central Portal • New News Functionality – combining different communications vehicles • Medium Term – Social collaboration – potentially Q4 2014 depending on Compliance work • New tools to facilitate different communications use cases – Newsfeed – Site Newsfeed – Social Communities Sites • Tembo Social native SharePoint 2013 web parts • Long Term – TBC……. 9 SharePoint 2013 for Corporate Communications
  11. 11. Change Header in the Slide Master Change Footer in the Slide Master New SP2013 BMO Central 10 SharePoint 2013 for Corporate Communications
  12. 12. Change Header in the Slide Master Change Footer in the Slide Master SP2013 Mega Menus 11 SharePoint 2013 for Corporate Communications
  13. 13. Change Header in the Slide Master Change Footer in the Slide Master New SP2013 CEO Communications 12 SharePoint 2013 for Corporate Communications
  14. 14. Change Header in the Slide Master Change Footer in the Slide Master New SP2013 News Landing Page 13 SharePoint 2013 for Corporate Communications
  15. 15. Change Header in the Slide Master Change Footer in the Slide Master SP2013 Rich Profile 14 SharePoint 2013 for Corporate Communications
  16. 16. Change Header in the Slide Master Change Footer in the Slide Master Canadian P&C Banking Portal 15 SharePoint 2013 for Corporate Communications
  17. 17. Change Header in the Slide Master Change Footer in the Slide Master What’s new in SP13 for Comms • New ways of doing News content: – Article pages with their own URL‟s for enhanced tracking and analytics – Enhanced metadata functionality powers navigation – Multiple page types (big, middle, small image sizes, no image; above pages with or without comments) • Conversations on articles – Comments and Likes attached to the Article page 16 SharePoint 2013 for Corporate Communications
  18. 18. Change Header in the Slide Master Change Footer in the Slide Master Re-usable standard page types Enterprise Initiatives landing page • A single place to anchor pages and sites that communicate information about major strategies or initiatives • This page layout can be re-used as the landing page for a particular initiative, and the standard news article pages re- used as content pages (including the page type with comments) • Similarly, CEO Communications site layout reused for COO / CMO etc…. 17 SharePoint 2013 for Corporate Communications
  19. 19. Change Header in the Slide Master Change Footer in the Slide Master Medium Term – SP13 Social Work is ongoing in T & O to spec and build a Compliance solution that will allow social collaboration functionality to be used by all BMO employees. • Newsfeeds – Personal information sharing, hybrid Twitter / Facebook model • Follow – Follow People, Sites, Documents, and Tags and receive updates in your Newsfeed • Site Feeds – OOTB on Team Sites, can be added to Publishing Sites • Social Community Sites – a site template offering conversation centric collaboration via multiple discussion topics, with reputation management and gamification (simple badges) 18 SharePoint 2013 for Corporate Communications
  20. 20. Change Header in the Slide Master Change Footer in the Slide Master Social Collaboration Functionality – Newsfeed • News Feed – Micro-blogging. A Twitter / Facebook Wall hybrid, users can follow other users and follow trending topics by using hash tags. SharePoint sites and even documents use this mechanism for broadcasting updates, e.g. you can “follow” a person, a site, or a document. It is a „broadcast‟ communication, there is no facility for a “private conversation”. SharePoint 2013 for Corporate Communications 19
  21. 21. Change Header in the Slide Master Change Footer in the Slide Master Social Collaboration Functionality – Social Community Sites SharePoint 2013 for Corporate Communications 20
  22. 22. Change Header in the Slide Master Change Footer in the Slide Master Social Collaboration Functionality – Site Feed • The Site Feed is part of the SharePoint 2013 Team Site template. It can however be used / added to other types of sites. • The Site Feed, as it sounds, is a newsfeed tied into a particular SharePoint site rather than an individual: • The site feed is a feed scoped to a particular group of users SharePoint 2013 for Corporate Communications 21
  23. 23. Change Header in the Slide Master Change Footer in the Slide Master 22 Social Collaboration Functionality – SP13 Blogs SharePoint 2013 for Corporate Communications
  24. 24. Change Header in the Slide Master Change Footer in the Slide Master Summary 23 • Managed Metadata Service provides new functionality for navigation, filtering and the Content Search Apps to replace CQWB • Easier to do things you could always do in SP, by separating Page Layout from branding and use of Content Types • Comments “on the page” allow Communicators to decide whether it is “on” or “off” (rather than true social functionality) • Social functionality – how do Corporate Communications guide the conversations, and deal with potentially negative feedback etc. How do they become Community Managers but retain the role of story teller ? SharePoint 2013 for Corporate Communications

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