Making SharePoint Social


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Upgrading to SharePoint 2010 will not simply make your environment social or overcome many collab challenges you currently face. In this 10 steps to making your SharePoint Social, we will explore the value of the social features you can activate and enable to build a better SharePoint deployment and increase adoption and achieve better ROI.

by Joel Oleson

SharePoint Evolutions

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  • This is the perspective of the CIO: reasons to be concerned about implementing social media within the enterprise. Developers should understand and mitigate these concerns.
  • What kind of metadata does SP create? Where does it go? Is it indexed? Searchable? Can you report on it? How many of these things have their own content type?
  • Each of these items is a composite solution of the components largely available through SharePoint. Walk through this list with the audience, breaking each down into its core components. For example, “community management” is about tagging, discussion forums, feedback and ratings, routing, bookmarking, blogging, sharing and tracking
  • 04/20/10 07:23 © 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • This is the perspective of the CIO: reasons to be concerned about implementing social media within the enterprise. Developers should understand and mitigate these concerns.
  • Making SharePoint Social

    1. 1. Session Title Track_SessionID Speaker Title
    2. 2. Making SharePoint Social Joel Oleson Sr. Product Architect Quest Software @joeloleson
    3. 3. <ul><li>9 Year SharePoint Veteran </li></ul><ul><ul><li>5 Years in MS IT </li></ul></ul><ul><ul><li>2 Years SharePoint Team </li></ul></ul><ul><ul><li>2 Years SharePoint Strategy Architect </li></ul></ul><ul><li>Travels around the world Evangelizing SharePoint across the peopled continents in over 60 countries </li></ul><ul><li>Twitter: @joeloleson </li></ul>Who is SharePoint Joel?
    4. 4. <ul><li>9+ Year SharePoint Veteran </li></ul><ul><ul><li>5 Years in MS IT & Online </li></ul></ul><ul><ul><li>2 Years in SharePoint Product Team </li></ul></ul><ul><ul><li>Product Architect for Deployment Advisor </li></ul></ul><ul><ul><li>Sr. SharePoint Architect </li></ul></ul><ul><li>SharePoint Product Architect & Strategy @ Quest </li></ul><ul><li>Twitter: @joeloleson </li></ul>Who is SharePoint Joel?
    5. 5. <ul><li>Updating your Facebook status every 10 minutes </li></ul><ul><li>Posting photos of the boss in a compromising position on Flickr </li></ul><ul><li>Announcing to your competitor your next steps </li></ul><ul><li>Farmville </li></ul><ul><li>Tweeting while in a team meeting </li></ul><ul><li>Posting work party videos on YouTube </li></ul><ul><li>Continual motion links </li></ul><ul><li>Instead of links to relevant research, pointing the management team to a Rick Roll </li></ul><ul><li>Asking legal to create a review process for blog content </li></ul><ul><li>Sharing corporate dirty laundry under a pseudonym </li></ul>10 Stupid Things that Will Ruin Social Media for Everyone at Your Company
    6. 6. <ul><li>The Challenge </li></ul>
    7. 7. Case Study: Is This You? <ul><li>Global Sales, Development teams scattered across the planet </li></ul><ul><li>Teams in silos along product boundaries </li></ul><ul><li>Overlapping expertise, technologies, code </li></ul><ul><li>Collaboration happens only within silos </li></ul><ul><li>Valuable corporate assets are lost or underutilized </li></ul><ul><li>Results in inefficiencies, duplicated effort </li></ul>
    8. 8. Help! What have I done! I Can’t Find Anything…
    9. 9. Common information challenges
    10. 10. The SharePoint Business Productivity Platform Corporate Department Team SharePoint Platform Empowerment Number of Users Regulatory Compliance Repository BI Dashboard Custom SAP Front-End Knowledge Management Portal Corporate Web Presence MySite R&D Team Sales Division Portal Employee Portal Extranet Collaboration Site Project “Z” Geneva Office Site Team “X Site <ul><li>Single Business Productivity Platform leading to common: </li></ul><ul><li>End-user Experience </li></ul><ul><li>Rich Integrated Capabilities </li></ul><ul><li>Toolset and Development </li></ul><ul><li>Deployment and Management </li></ul>
    11. 11. Microsoft example (represents a small sample) Users Teams Corporate Departments Empowerment My Site
    12. 12. Why SharePoint Needs Social <ul><li>The islands of information have been moved to SharePoint NOW WHAT??? </li></ul><ul><li>You can’t find anything </li></ul><ul><li>You can’t tell who owns what </li></ul><ul><li>You can’t tell what’s new, what’s old or what has changed </li></ul><ul><li>It’s all disconnected </li></ul>
    13. 13. Get Your House in Order
    14. 14. <ul><li>An umbrella term that defines various activities that integrate technology, social interaction, and construction of video, documents, and other content </li></ul><ul><li>Wikipedia </li></ul><ul><li>Social Media is… </li></ul>
    15. 15. Pillars of Social Networking to SharePoint 2010 Features
    16. 16. Social Media in SharePoint 2007 Blogs Wikis My Sites Team Sites Discussion forums Shared calendars Alerts RSS Search Tag clouds Mobile accessible Presence awareness Email archiving 2010 Managed Metadata Service Advanced routing (based on metadata) User profiles (My Sites) Status updates/activity feeds Knowledge mining Bookmarks (replaces My Links) Feedback/rating Note board (Wall) Podcasting kit Social tagging Expertise tagging Wikis (including wiki edits of Team Sites) Share & Track tab Individual and team blogs People and social search
    17. 17. Social Technology Craze? <ul><li>3 out of 4 already use social technology </li></ul><ul><li>2/3 of global internet population use it </li></ul><ul><li>More popular than email </li></ul><ul><li>It is democratizing communications </li></ul><ul><li>Power is shifted from publishers and media elite to the people </li></ul>
    18. 18. <ul><li>The Solution </li></ul>
    19. 19. Microsoft SharePoint 2010 Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS
    20. 20. Emerging Enterprise Technologies <ul><ul><li>Community management tools </li></ul></ul><ul><ul><li>Open identity </li></ul></ul><ul><ul><li>Microblogging </li></ul></ul><ul><ul><li>Social CRM </li></ul></ul><ul><ul><li>Enterprise applications gaining a social layer </li></ul></ul><ul><ul><li>Activity streams </li></ul></ul><ul><ul><li>Social search, analytics, and filtering </li></ul></ul><ul><ul><li>Enterprise social media workflow </li></ul></ul><ul><ul><li>Automated compliance monitoring </li></ul></ul><ul><ul><li>Next-generation unified communications </li></ul></ul>Dion Hinchcliffe, ZDNet, “Ten emerging enterprise 2.0 technologies to watch”
    21. 21. Social Goals & Success Criteria <ul><li>Allow people to accurately and quickly respond to information </li></ul><ul><li>Ability to address problems connecting the right people & information fluidly </li></ul><ul><li>SharePoint 2010 as stated by Erik Moll “as much about people and seem as much about people as it is about documents.” </li></ul><ul><li>Cost of sharing and organizing lowered </li></ul><ul><li>Knowledge surfaced that might otherwise have not been </li></ul>
    22. 22. 10 Steps to Social 2010 <ul><li>Make it Accessible </li></ul><ul><li>Enable Good My Sites </li></ul><ul><li>Build Rich Profiles </li></ul><ul><li>Relevant Enterprise Search </li></ul><ul><li>Use Blogs & Wikis </li></ul><ul><li>Integrate for Presence </li></ul><ul><li>Build Discovery Navigation including external sources </li></ul><ul><li>Archive the Old </li></ul><ul><li>Enable Enterprise Content Types & Tagging & Ratings (Service App) </li></ul><ul><li>Relevant Sticky Site Content </li></ul>
    23. 23. Make SharePoint Accessible <ul><li>Not Indexed? </li></ul><ul><li>Mobile & Internet Accessible </li></ul><ul><li>Right balance of Security </li></ul><ul><li>Easy to use? </li></ul>
    24. 24. Plan and Enable SharePoint for the Mobile Workforce <ul><li>SharePoint Workspace 2010 Mobile </li></ul><ul><li>Office Hub on Windows Phone 7 </li></ul>
    25. 25. You may need to create a “Sharing Culture” <ul><li>Understand the relationship between corporate culture and your social computing approach </li></ul>
    26. 26. What is your view of the world? <ul><li>Bottom up </li></ul><ul><ul><li>Personal </li></ul></ul><ul><ul><li>Team </li></ul></ul><ul><li>Top down </li></ul><ul><ul><li>Enterprise </li></ul></ul><ul><ul><li>Group or Division </li></ul></ul>
    27. 27. The Information Pyramid of Enterprise Content… What is your view of the information world?   Permanent Central Portal Enterprise Search Enterprise Browse Corporate Business Taxonomy With Divisional Stakeholders Per User Ad Hoc Self Service w/ Life Cycle Management Permanent Division Portals Business Process Division News, Scorecards Group Reporting Semi Structured Group, Team, Project Sites and Workspaces Blogs, bios, Social Central Portal
    28. 28. Use My Site to share your interests, responsibilities and activities
    29. 29. COMMUNITIES <ul><li>My Sites & Org Browser </li></ul><ul><li>Tagging </li></ul><ul><li>Ratings </li></ul><ul><li>Search </li></ul>
    30. 30. Import Sources to enable Rich Profiles
    31. 31. Easily find expertise with People Search
    32. 32. Create community knowledge with Wikis and Blogs
    33. 33. Blogs and Wikis
    34. 34. Presence Integration
    35. 36. Promote Incentives for Discovery & Navigation including external sources
    36. 37. Archive: Keep it relevant
    37. 38. Enable Social Service Applications Enterprise Metadata and Tagging <ul><li>Decide now you are going to have a governance strategy for enterprise metadata and tags </li></ul>
    38. 39. Making it Current & interesting <ul><li>Activity Feeds </li></ul><ul><li>What’s New? </li></ul>
    39. 40. <ul><li>Security </li></ul><ul><li>Intellectual Property / Competition </li></ul><ul><li>Compliance </li></ul><ul><li>Productivity </li></ul><ul><li>Support Issues </li></ul><ul><li>Cost </li></ul><ul><li>Lack of Visibility / Transparency </li></ul><ul><li>Bandwidth </li></ul><ul><li>Fad </li></ul><ul><li>Ignorance / Apathy </li></ul>The CIO Perspective
    40. 41. Case Study Conclusion <ul><li>Solutions Evaluated: </li></ul><ul><ul><li>Separate social sites evaluated, Newsgator on SharePoint 2007, Jive </li></ul></ul><ul><li>Deploy SharePoint 2010 </li></ul><ul><li>Leverage: Activity Feeds, My Sites, Profiles </li></ul><ul><li>Make it Internet accessible </li></ul><ul><li>Service Apps: Enterprise Metadata, Tagging, Profile Sync, My Sites, Social, Logging, Search </li></ul>
    41. 42. Measure & Manage Adoption
    42. 43. Call to Action…
    43. 44. Thank You!
    44. 45. Learn More about SharePoint 2010 Information for IT Pros at TechNet Information for Developers at MSDN Information for Everyone
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