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SharePoint My Sites: Aligning Business Needs, Corporate Culture & SharePoint Capabilities

SharePoint My Sites: Aligning Business Needs, Corporate Culture & SharePoint Capabilities



In this presentation, Perficient experts explain the core components and capabilities of SharePoint My Sites. From business drivers and cultural considerations to feature combining and customization, ...

In this presentation, Perficient experts explain the core components and capabilities of SharePoint My Sites. From business drivers and cultural considerations to feature combining and customization, the presentation outlines best practices that enable the use of My Sites for effective collaboration.



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SharePoint My Sites: Aligning Business Needs, Corporate Culture & SharePoint Capabilities SharePoint My Sites: Aligning Business Needs, Corporate Culture & SharePoint Capabilities Presentation Transcript

  • SharePoint My Sites:Aligning Business Needs, Corporate Culture & SharePoint Capabilities
  • About PerficientPerficient is a leading information technology consulting firm serving clientsthroughout North America.We help clients implement business-driven technology solutions that integratebusiness processes, improve worker productivity, increase customer loyalty andcreate a more agile enterprise to better respond to new business opportunities.
  • Perficient Profile Founded in 1997 Public, NASDAQ: PRFT 2011 Revenue of $260 million Major market locations throughout North America — Atlanta, Austin, Charlotte, Chicago, Cincinnati, Cleveland, Columbus, Dallas, Denver, Detroit, Fairfax, Houston, Indianapolis, Los Angeles, Minneapolis, New Orleans, Philadelphia, San Francisco, San Jose, Southern California, St. Louis and Toronto Global delivery centers in China, Europe and India 2,000+ colleagues Dedicated solution practices 87% repeat business rate Alliance partnerships with major technology vendors Multiple vendor/industry technology and growth awards 3
  • Our Solutions Expertise & ServicesBusiness-Driven Solutions Perficient Services• Enterprise Portals  End-to-End Solution Delivery• SOA and Business Process Mgmt  IT Strategic Consulting• Business Intelligence  IT Architecture Planning• User-Centered Custom Applications  Business Process & Workflow Consulting• Interactive Design  Usability and UI Consulting• CRM Solutions  Custom Application Development• Enterprise Performance Management  Offshore Development• Customer Self-Service  Package Selection, Implementation and• eCommerce & Product Information Management Integration• Enterprise Content Management  Architecture & Application Migrations• Enterprise Resource Planning  Education• Management Consulting  Interactive Design• Industry-Specific Solutions• Mobile Technology Perficient brings deep solutions expertise and offers a• Security Assessments complete set of flexible services to help clients implement business-driven IT solutions
  • Our SharePoint Expertise is #1SharePoint is HOT!Perficient is one of the strongest, largest, most trusted SharePoint partners in theUnited States. 400+ professionals in the SharePoint practice area Leader in cloud-based SharePoint Online implementations 500+ SharePoint projects One of 20 companies worldwide on Microsoft Partner Advisory Council for SharePoint Hired by Microsoft to build SharePoint 2010 demo for Microsoft Technology Centers (MTC) Early access to software and training via Product Group relationships Defined competencies in infrastructure, development, design, and strategy Strong partnerships with Nintex, NewsGator, AvePoint, Telligent, Metalogix, and Yammer 5
  • What We Will Cover• Introductions• About Perficient• Definition of “My Sites”• My Sites as a Business Tool• Business Drivers• Cultural Alignment• Feature Combining, Customization, Creative Design• Closing Note on Strategy 6
  • SharePoint: Business Collaboration Platform for the Enterprise SITES Websites & Portals COMPOSITES • Intranet, Extranet, & Internet Sites Business Applications • Collaboration & Productivity Solutions • Program & Project • On-premise, Cloud-based, & Hybrid Models Management • Cross Browser, Offline, Mobile, MS Office • Custom Business Application Integration Development • Read / Write Integration w/ Line of Business (LOB) data • Visual Studio Support COMMUNITIES • Data Exposed Through Web Social Networking Services & APIs • Communities, My Sites, Blogs & Wikis • Tagging, Tag Clouds, Ratings, Activity Feeds, Social Bookmarking • Profiles & ExpertiseINSIGHTS • Organizational BrowsersBusiness Insight &Analysis • Dashboards & Scorecards • BI Reports CONTENT • Incorporation of LOB Data from Data Warehouse Web & Enterprise Content • Web Analytics • Web Content Management SEARCH • PowerPoint, Excel Services, • Enterprise Document, Records, Visio Services Enterprise Search Audio/Video Management • Search Structured & Unstructured • Workflows & Routing, Metadata Content Taxonomies and Folksonomies • Search Content w/in SharePoint, File • Document Imaging & Capture Shares, Websites, Email Folders, Databases, LOB Systems (FAST Search) • Social Relevance & Phonetic Search 7 7
  • What do we mean by My Sites?User Profiles • Enhanced user profiles • User-related metadata, including expertise, project history, and interests • Formal and informal user connections and networking • Activity monitoring and surfacingSocial Features • People-related social features allow people to connect and interact • Content-related social features allow people to add meaning and visibility to content • Features include: Social Tags, Note Board, Ratings, and Bookmarklets • People Search and contextual surfacing of user connectionsPersonal Sites • A SharePoint “My Content” site collection for each individual user • Hierarchy of sites of various types • Web content, lists, and libraries (blogs, wikis, issues, tasks, web pages, images, etc.) • Site templates and web parts • User has control over permissions relative to other users • Management has control over resources and level of empowerment 8 8
  • My Sites in Action Formal Portal Information Architecture My Sites Information SharePoint Architecture Documents Web Content Lists and Libraries Users Create andMy Site Manage Content andHost SharePoint Documents Expertise Communication User ProfileUser Profile Database InterestsService App My Content Web ContentSearch TagsEnterprise User Community SearchMetadata SharePoint Ratings SharePoint Social Lists and Database Notes Libraries My Organization / Colleagues Dynamic Surfacing My and Connecting Newsfeed Usage and Activity Data My Profile Expertise / Interests 9 9
  • PersonalMy Sites In Action Sites User Profile Social Features 10
  • PollWhat components of My Sites are you leveraging today?1. User Profiles alone 13%2. User Profiles with Social Features 5%3. User Profiles, Social Features, and Personal Sites 16%4. Personal Sites alone 2%5. A different combination of the components 10%6. All My Sites turned off 16%7. We are still in the planning stages for SharePoint 35% 11
  • Important My Sites ConsiderationsMy Sites requires some planning, resources, and upkeep… • Provisioning of physical resources – servers, databases, storage • Storage quotas and maintenance • Backup and recovery • Uptime requirements • Governance, policy, and procedure • .NET code customizations, including master pages and feature stapling • User Profile Synchronization Service • Visibility and sharing between user populations • A separate web application allows some extra flexibility and isolation for My Sites 12
  • My Sites as a Business Tool Wait a minute… that sounds like a lot of work… why do we want My Sites again?Now we are getting to the real questions we want to examine: Q: What are the potential business benefits of My Sites? Q: What are the business drivers and scenarios for My Sites? Q: How can we fit My Sites with our organizational culture? 13
  • Aligning My SitesFoundation assumptions: • My Sites is a multi-faceted and powerful tool • My Sites requires planning, resources, and management • Perficient views My Sites as a strategic investment and a strategic tool • Perficient recommends a strategic analysis and approachTwo dimensions for alignment: 1. What are the strategic business drivers for My Sites? 2. Could any features of My Sites have an effect, positive or negative, in relation to corporate culture?Three areas to consider: 1. User Profiles (including metadata and people search) 2. Social Features (people-related and content-related) 3. Personal Sites (“My Content”) 14
  • Potential Business Benefits of My Sites• Connecting and empowering people• Helping move content and content creation out of the realm of email and file shares and into the realm of workflow, collaboration, and document management• Enabling common, everyday interactions between people in today’s world of “asynchronous” communication• Enabling “accidental” connections between people and content• Enabling “organic” connections and communication between people, with fewer limitations imposed by formal organization boundaries and pathways 15
  • Potential Business Benefits of My Sites• “My Content” creates a safe place for experimentation and proof-of-concept• Capturing “knowledge” in a structured work environment• Making work activity itself more visible and discoverable• Organization-wide visibility into activity, output, interests, expertise, and experience• Using My Sites to help drive general portal adoption• Identifying the most valuable content and ideas (crowdsourcing) 16
  • Business Drivers and ScenariosStrategic Intranet Scenario • Your organization has made, or is planning to make, a strategic investment in SharePoint as an intranet portal platform. • A rollout of My Sites can reinforce the perception of the strength of organization’s commitment to the portal. • Portals can suffer from an overall “out of sight, out of mind” problem. One of the main goals of My Sites is to integrate people’s daily work experience into the portal. • Synergy with an overall strategy of user profiles, presence awareness, and unified communications using Active Directory, Exchange, and Lync. • Synergy with new collaboration capabilities combined in Office 2010 and SharePoint 2010. • Feature combining and customization can tailor My Sites implementation to your organization’s needs and culture. • Creative design for visual customization communicates brand familiarity and organizational commitment. 17
  • Business Drivers and ScenariosStrategic Extranet Scenario • Your organization has customers, vendors, and/or partners with a business case for an extranet portal. • An extranet business case can sometimes include elements where user profiles, social features (e.g. content tagging and rating), and/or personal content would be a benefit for an “outside” user population. • There should be a specific need for the combination of user identity plus bottom-up collaboration and/or participation. • Example: a university alumni association or other non-profit might want to engage members or chapters in the creation, management, and/or rating of content the organization is producing. • Example: customer-specific mini-extranets with self-contained user populations. • Key Point: content taggers and raters don’t necessarily need to also be content creators. • Feature combining and customization might play an even stronger role, in order to tailor the exact desired extranet experience. 18
  • Cultural AlignmentMy Sites offers potential that is both transformative and balancingThe transformative potential comes from the combination of: • Instantiating personal identity in the portal • Capturing metadata attached to people and content • Enabling connections between people and content • Enabling visibility and discovery of people and content • Empowering people to learn and utilize a full array of SharePoint tools in self-managed (but management-controlled ) environmentsThe balancing potential comes from the creation of a less formal,less structured, bottom-up mechanism that combines withthe more formal information architecture of the larger portal. 19
  • Cultural AlignmentCultural Considerations • User identity • User metadata such as expertise, interests, and project history • User control over identity and metadata • Candid sharing in status updates, blog posts, and comments • Content tagging, rating, and commenting • Personal “My Content” sites, and all that entails • Balancing formal information architecture and My Sites for: • Ad hoc collaboration and content creation • Project- and team-related activity • Documents • Surfacing of data and other information within My Sites • Managing of permissions across users’ My Sites 20
  • Feature Combining and CustomizationAreas of Customization • Development of My Sites master page (creative design and functional elements) • Customizing the user profile area through a combination of settings and code- based customization—hiding tabs, customizing navigation, changing the default page • Permissions-based control over social tagging features • Customization of the default My Content site • Careful introduction of certain code-based customizations through feature stapling and other techniques • Limitation of site templates and web parts for use in My Content sites • Development of new site templates and web parts for use in My Content sites • Introduction of third-party customizations and tools, e.g. enhancing social features A multi-part configuration + customization plan might be necessary to achieve a broader goal. There isn’t always a simple on/off switch. 21
  • User Experience Can Be CustomizedOut-of-the-box Customized SharePoint UX 22 22
  • Conclusion: Your My Sites StrategyWhat strategic benefits of My Sites are you seeking to achieve?How much transformation are you seeking? Of what nature? In which areas?What kind of balance between top-down and bottom-up elements makessense for your portal, your organization, your culture?Are there any features of My Sites that need to be adjusted in order to alignwith business goals, user populations, and cultural norms?Can we put together a workable design plan for feature combining,customization, and creative design?Do the resources and commitment that will be required for your strategy lineup with the anticipated benefits? 23
  • PollBased on today’s session, in what areas do you see potential business value foryour organization?1. User Profiles alone 3%2. User Profiles with Social Features 3%3. User Profiles, Social Features, and Personal Sites 35%4. Personal Sites alone 1%5. A different combination of the components 32%6. All My Sites turned off 3%7. We are still in the planning stages for SharePoint 19% 24
  • Contact Us Thank You!Follow us on our Microsoft blog: blogs.perficient.com/microsoft Or on Twitter: @Perficient_MSFT 25