5 Ways Sharepoint can support your KM Program

5 Ways Sharepoint can support your KM Program

“ An expert is a lecturer from out of town, with slides” Jim Baumgarten

“ An expert is a lecturer from out of town,

with slides”

Jim Baumgarten

Who am I?

Who am I?

Canadian

Canadian

Education in Computer Science

Education in Computer Science

KM & IT background

KM & IT background

Professional Services

Professional Services

Linklaters, Mallesons, KPMG, JPMorgan, Citi

Linklaters, Mallesons, KPMG, JPMorgan, Citi

This Presentation:

This Presentation:

Sharepoint overview &…

Sharepoint overview &…

5 ways Sharepoint can help KM

5 ways Sharepoint can help KM

Sharepoint

Sharepoint

WSS & MOSS

WSS & MOSS

WSS = Windows Sharepoint Services

WSS

=

Windows Sharepoint Services

Free!

Free!

Collection of building blocks

Collection of building blocks

Lists

Lists

Webparts

Webparts

Workflows

Workflows

Hosted web pages

Hosted web pages

MOSS = Microsoft Office Sharepoint Services

MOSS

=

Microsoft Office Sharepoint Services

Pulls these building blocks together

Pulls these building blocks together

Content Management

Content Management

Enterprise Search

Enterprise Search

Business Intelligence

Business Intelligence

Online Forms

Online Forms

BUT

BUT

Requires customisation

Requires customisation

Q

Not for everyone

Not for everyone

Consider Open Source alternatives

Consider Open Source alternatives

Joomla

Joomla

Mediawiki

Mediawiki

etc.

etc.

On with the show

On with the show

5 ways

5 ways

#1 Sharepoint Intranet

#1 Sharepoint Intranet

Templates are key

Templates are key

Predetermine layout & structure

Predetermine layout & structure

Brand is not a user interface!

Brand is not a user interface!

Page templates

Page templates

Site templates Sectors Offices Practices Clients

Site templates

Question…

Question…

Would you let me organise your libraries?

Would you let me organise your libraries?

No! It’s a skill

No! It’s a skill

So is web design

So is web design

Lawyers are too expensive and lack training for it…

Lawyers are too expensive and lack training for it…

Ditto librarians & information specialists

Ditto librarians & information specialists

Editing becomes like using “Word”

Editing becomes like using “Word”

Create specific templates

Create specific templates

What might they contain?

What might they contain?

Key leaders

Key leaders

Support staff

Support staff

Precedents, training & knowhow

Precedents, training & knowhow

Financials

Financials

News

News

Staff lists

Staff lists

Calendar

Calendar

Specific tools

Specific tools

Projects

Projects

Webparts

Webparts

a.k.a. widgets

a.k.a. widgets

“Secret sauce”

“Secret sauce”

Out of the box

Out of the box

Off the shelf

Off the shelf

Roll your own

Roll your own

Newsfeeds / rss webpart

Newsfeeds / rss webpart

Use data from anywhere

Use data from anywhere

your own KM databases

your own KM databases

why this is cool

why this is cool

Munge data from anywhere

Munge data from anywhere

Separate data management from presentation

Separate data management from presentation

#2 Managing structured information

#2 Managing structured information

Lists

Lists

Credentials

Credentials

Best friend firms

Best friend firms

Precedents

Precedents

Pitches

Pitches

Files in Fileshares

Files in Fileshares

DMS

DMS

Excel or Word

Excel or Word

Expensive bespoke applications

Expensive bespoke applications

In contrast, Sharepoint gives you…

In contrast, Sharepoint gives you…

Online collaboration

Online collaboration

Searchable content

Searchable content

Content Types

Content Types

Structured metadata for content

Structured metadata for content

Usable everywhere

Usable everywhere

Search on content type

Search on content type

Consider Credentials, managed in separate lists but with a global search

Consider Credentials, managed in separate lists but with a global search

#3 Workflows

#3 Workflows

"Efficiency is intelligent laziness" Dunham, David

"Efficiency is intelligent laziness"

Dunham, David

Computers working for you

Computers working for you

Working with lists

Working with lists

Collecting data

Collecting data

Send emails

Send emails

Track changes

Track changes

However, complex ones…

However, complex ones…

Some KM Uses

Some KM Uses

After action reviews

After action reviews

Track knowledge contributions

Track knowledge contributions

Brain-dump incoming lawyers

Brain-dump incoming lawyers

Brain-dump departing lawyers

Brain-dump departing lawyers

#4 Search

#4 Search

Seriously

Seriously

Excel/Word Lists not searchable

Excel/Word Lists not searchable

Ditto fileshares

Ditto fileshares

Custom search scopes & tools

Custom search scopes & tools

Mix different “content types” in a single search

Mix different “content types” in a single search

Not everybody has one

Not everybody has one

Wild card search is possible

Wild card search is possible

Plus… People search

Plus… People search

Almost always terrible

Almost always terrible

Uses social distance

Uses social distance

#5 Understand knowledge use

#5 Understand knowledge use

Online  measurable use

Online  measurable use

Usage measures built specifically for Sharepoint

Usage measures built specifically for Sharepoint

Integrate using Business Intelligence

Integrate using

Business Intelligence

Online dashboards & reports

Online dashboards & reports

Merge knowledge use & financials

Merge knowledge use & financials

Almost done…

Almost done…

Sharepoint: WSS vs. MOSS

Sharepoint: WSS vs. MOSS

#1 Sharepoint Intranets

#1 Sharepoint Intranets

#2 Manage structure information

#2 Manage structure information

#3 Workflows

#3 Workflows

#4 Search

#4 Search

#5 Metrics

#5 Metrics

My details: Neil Richards [email_address] Knowledgethoughts.com/blog twitter.com/neilrichards Picture credits: http://www.sxc.hu/photo/903431 http://www.sxc.hu/photo/903432 http://creativecommons.org/licenses/by-nc-sa/2.0/deed.en_GB http://www.flickr.com/photos/harmony19490/362411276/sizes/l/ http://www.sxc.hu/photo/228778