How to implement share point

How to implement SharePoint 2010?
Learn how to implement SharePoint to manage documents and records
AtleSkjekkeland
Vice President, AIIM
www.aiim.org/sp

The Need for Best Practices
“There is so much heat and so little light out there about exactly what SharePoint does and how it does it.
We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration).
There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'"
John Mancini
AIIM President
www.aiim.org/sp
SharePoint is a Registered Trademark of Microsoft

AIIM: The Place to Learn
The new AIIM SharePoint Certificate Program developed with Gimmal Group, is designed from global best practices among our 65,000 strong community
Skill sets and best practices are identified by Education Advisory Groups in North America and Europe
Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010
Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master.
www.aiim.org/sp

Certificate Course Structure
Why?
How?
What?
Use?
SharePoint
Practitioner
SharePoint
Specialist
SharePoint
Strategy
Case Study
The Practitioner and Specialist programs are available as both online and classroom courses
The Strategy and Master programs are only available as classroom courses
www.aiim.org/sp

Specialist & Master Course
Implement
Sustain
Transition
Assess
Change Management
Customization
Documenting Requirements
Information Gathering
Strategy
Integration
Records Management
Test, Train, Sustain
Migration
Business Case
Governance
www.aiim.org/sp

Step 1: Assess
Analyze and identify capabilities and gaps
Quantify storage, volume, capacity and geography requirements
Understand interviewing and what elements need to be gathered
Quantify technical, administrative and productivity benefits
Identify the business case areas justifying a SharePoint environment
Identify the level of effort and cost elements
Develop a content management strategy for SharePoint
Understand and communicate the scope/impact on business areas
Construct a reference architecture to identify projects/opportunities
Assess
Information Gathering
Strategy
Business Case
www.aiim.org/sp

Step 2: Transition
Develop/define business and technology requirements
Leverage existing standards
Identify categories of functional areas to document
Review ability to comply with records management imperatives
Communicate influences of enterprise compliance
Identify SharePoint elements that meet compliance challenges
Establish governance structure/role definition
Recognize appropriate responsibility for different usage, development, support, infrastructure issues
Develop high level governance plan and program documents
Transition
Documenting Requirements
Records Management
Governance
www.aiim.org/sp

Step 3: Implement
Identify tools/options for development within SharePoint
Plan/design primary components for core capabilities of SharePoint
Evaluate the buy versus build options
Identify the risks/issues with configuration versus custom development
Determine realistic resource requirements (human /machine) for development and support
Identify legacy application integration requirements
Enumerate existing platform/protocol standard
Identify strengths/weaknesses with integration to other content management platforms
Identify/quantify types of content to be migrated to SharePoint
Map data and data type from one system to another
Validate migration for quality assurance
Quantify and plan level of effort required for migration
Implement
Customization
Integration
Migration
www.aiim.org/sp

Step 4: Sustain
Identify technical, organizational and cultural elements of a change management program
Coordinate support, infrastructure, migration and training for effective rollout
Develop a communication plan before, during and after implementation
Ensure implementation meets user expectations
Develop a disaster recovery plan
Identify capacity changes and requirements for performance monitoring
Ensure continued quality improvements on system and data
Sustain
Change Management
Test, Train, Sustain
www.aiim.org/sp

Course Feedback
"Often I have watched enterprises use chaos and complexity theory for the deployment of their SharePoint applications.
The goal seems to be throw it out there, see if it sticks, and if it does, then let it self-organize.
This may work very well for certain microbial colonies or ant colonies, but humans need guidance and direction.
The new AIIM SharePoint Certificate Program provides the vision and roadmap to organize a SharePoint deployment around total efficacy.
Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy.
This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.”
Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT
www.aiim.org/sp

Course Availability
Online courses
Practitioner and Specialist course
24/7 Access
Visit www.aiim.org/sp for more information
Classroom courses
Practitioner and Master Classes
Instructor-led Classroom courses
Visit www.aiim.org/sp to locate a class near you
www.aiim.org/sp

Questions?
Visit aiim.org/sp
To locate a classroom course near you
Sign up for an online course – available 24-7 for 6 months
Ask AIIM to deliver an in-house class for your organization by emailing training@aiim.org
www.aiim.org/sp

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How to implement share point

by Atle Skjekkeland

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