SharePoint Governance: From Chaos to Success in 10 Steps
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SharePoint Governance: From Chaos to Success in 10 Steps

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Key SharePoint and IT Governance considerations in a SharePoint Deployment. These 10 steps will keep you on the right path.

Key SharePoint and IT Governance considerations in a SharePoint Deployment. These 10 steps will keep you on the right path.

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  • Great Presentation, thank you. SharePoint Governance is a complex topic to say the least. After many thousands of hours there is a simple solution to SharePoint Governance. Research suggests that people don't know what they need to know and that makes it a difficult and daunting task. There is a ready to go SharePoint Governance solution at http://sgm.sptouchgroup.com, it's not free but it's well worth a look for businesses that are serious about governance and not SharePoint gurus.
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  • SharePoint 2013 Governance – How-to use Site Policies
    http://www.fiechter.eu/blog/Lists/Posts/Post.aspx?ID=30&mobile=0
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  • Excelente!
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  • great content ... thanks for sharing
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  • 1. SharePoint Governance: From Chaos to Success in Ten Steps Joel Oleson – Sr. Consultant, Evangelist, Blogger Sr. Product Manager Quest Software www.sharepointjoel.com www.twitter.com/joeloleson
  • 2. Who is this guy?
  • 3.
    • Confront Reality
    • Create a Governance Plan
    • Get an Exec Sponsor
    • Create the 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.
    10 Steps To Ensure Success
  • 4.  
  • 5.  
  • 6.  
  • 7.  
  • 8.  
  • 9.
    • Through 2010, less than 35% of sites turning on Windows SharePoint Services will put effective governance techniques in place.
    Gartner
  • 10.
    • Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization
    SharePoint Governance Source: The Burton Group
  • 11. SharePoint Governance Plan
    • People
      • Roles and responsibilities
    • Process
      • How to accomplish common tasks such as creating a new site or requesting new business requirements
    • Technology
      • Leveraging features and tools to enforce policies through technology
    • Policy
      • Collection of principles - What site owners, designers, developers should/shouldn’t do
  • 12. Clear Vision, Mission and Goals
  • 13.  
  • 14. Exec Sponsor with $$$$$$ Get me SharePoint or You’re FIRED!
  • 15. Data Governance Roles And Responsibilities September 2007 “Data Governance: What Works And What Doesn’t”
  • 16.  
  • 17. SharePoint is Plastic. What is your Creation?
  • 18. Cleverworkarounds.com
  • 19. Two Types of Service Models Out of the box (Standard) Custom (Dedicated)
  • 20. Containment Hierarchy
  • 21. Joel's Cheat Sheet for Hosting
  • 22. Commodity Hosting Examples Adhoc Structured Short term Long term Collaboration Service Offering
  • 23. SharePoint Shared Services Platform Well Managed, High Availability, DR Team Sites My Sites Corporate Portal App 1 App 2
  • 24. SharePoint Governance Model   Permanent Central Portal Enterprise Search Enterprise Browse Corporate Business Taxonomy With Divisional Stakeholders Per User Ad Hoc Self Service w/ Life Cycle Management Permanent Division Portals Business Process Division News, Scorecards Group Reporting Semi Structured Group, Team, Project Sites and Workspaces Blogs, bios, Social Central Portal
  • 25. Multi Deployment/Global Model Incremental Indexing over the WAN (Federated Search)
  • 26.  
  • 27.  
  • 28. SharePoint Operational Roles Infrastructure Support SharePoint Site Collection Administrator Content Administrator SharePoint Developer(s) Business Intelligence Business Forms Search Content Management Collaboration Portal Platform Services
  • 29.  
  • 30.  
  • 31.  
  • 32. Defining Policies
    • Should I allow SharePoint Designer?
    • What should I do with online web parts?
    • Dev & Third party solutions?
    • Solution Deployments!!! (.wsp)
    Adhoc Structured Self Service Smaller Quota Quicker Expiration OOB IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge Back
  • 33.  
  • 34.  
  • 35.  
  • 36. Portal Information Arch example
    • Build initial site architecture and delegate
    Site Contributors = Board of Directors Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Everyone Site Contributors = Everyone Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Production Team Site Contributors = Research and Development Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Registered Customers Site Contributors = Customer Support Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Source: The Burton Group Home Payroll Support T & E R & D Training Executive Sales Finance Production IT Customer Support BOD
  • 37.  
  • 38.  
  • 39. Process Models for Dev Life Cycle
    • Release Management
    • Configuration Management
    • Operations Monitoring, Security & Patch Management
    • Communications & Service Management
    • Code Propagation Testing & Deployment
  • 40. Microsoft Operations Framework 4.0 http://go.microsoft.com/fwlink/?LinkId=116390
  • 41.  
  • 42.  
  • 43.  
  • 44.  
  • 45. K.I.S.S.
  • 46.
    • Do you really need that list def, site def, or wiz bang widget?
    • Don’t start with BDC and Excel Services requirements if you’re trying to deploy a simple portal or search solution…
    • Start with Search, it’s an easy win.
    • Watch for Scope Creep it is very easy in SharePoint.
    Keep It Simple Stupid.
  • 47.
    • Cutting corners – “My Devs are My Admins”
    • The SharePoint project is no longer SharePoint (it’s so custom)
    • “ 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.)
    • “ Let’s just get it out there, then we’ll figure out this “governance” and “operations” stuff...”
    Key takeaways today...
  • 48. 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
    • CodePlex Governance Tools
      • http://www.codeplex.com/governance
    • Join a SharePoint User Group
  • 49. SharePoint Deployment Essentials & Governance Checklist
  • 50. Quest SharePoint Site Administrator 3.5 With Security Explorer New Auditing Capabilities More at http://www.quest.com/sharepoint
  • 51. Enjoy the Saturday Party...
  • 52. Questions?
  • 53. © 2008 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.