Build, Customize Or Buy? When Should We Use SharePoint, 3rd Party Products or Build Outside of SharePoint?

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  • Decision 1: Do we use a migration tool or migration tooling to support the migration? First off this is the absolute easiest decision in the migration process. Unless you have very little content, and you absolutely don’t care about metadata (like originating author, or created date etc.) then you will use a migration tool at some point. The only ways to natively migrate at this point in time are via mapped network drives or the explorer interface.   You may offset the migration tool costs if you are migrating from previous versions of SharePoint by using the supported Microsoft upgrade path, or you might offset costs on migrating content from another source system using lower cost methods, but you always use a tool to help in the migration process (trust me it’s worth it). If you are in an extremely unlucky scenario where there is no product offering that supports migration from your source system – then you will need to build migration tooling yourself. 
  • Decision 2: What migration tool(s) do we use? Here is the first difficult decision. It’s important to understand that there are many options available to you depending on the platform you are moving away from, and the platform you are moving to. Often it greatly helps to talk to an experienced expert, or someone who has performed similar migrations. (We actually often perform vendor evaluations and help our clients make these kinds of decisions). For a scenario like moving from a file share to SharePoint we have ‘power user’ migration tools available to us, and we have ‘IT professional’ migration tools available to us. Typically the power user tools are licensed by user and while they support migrating metadata and content from the file shares, they probably don’t support the ability to schedule, or create many paths/jobs for a larger migration. You may even use both for select cases, but often for simpler migration scenarios (or where it’s really being ‘orchestrated’ from one individual) you would leverage a lower cost power user migration tool, and when it’s more complex, distributed, and requires far more input and extensive planning/orchestration you would leverage the IT Professional migration tooling. Regardless of the tool used it always requires up front migration planning (source identification & target/destination identification). Power User Migration Tools * Often licensed by user. * Typically lower cost (if you only need one or two licenses – can easily be under $1000.00 for file share to SharePoint scenarios). * Requires manual ‘orchestration’ or management of the migration. o This means you have to designate the target and source often each time you use the tool. o Note that it still automates the actual migration of content and metadata etc. * Doesn’t support scheduling, scripting, or automated ‘orchestration’ or management of the migration. Examples of File Share to SharePoint Power User Migration Tool Vendors: * ShareGate  * MetavisIT Professional Migration Tools * Often licensed by time period or size/number of content being migrated. * Typically a scaled cost where larger migrations cost more for the tooling, but at a tiered discount rate. * Supports scheduling, scripting, or automating ‘orchestration’ or management of a migration.  * Often includes comparison or reporting/assessments that can accelerate the migration and validation process. Examples of File Share to SharePoint IT Professional Migration Tool Vendors: * AvePoint* Axceler* Idera* Metalogix* Metavis* Quest * Tzunami
  • Evaluating Migration Tools And Vendors Additionally it is important to understand the vendor, their tool, and its capabilities. What follows are some simple starting questions that are important for evaluating any technology. * What version is the product?  * How mature is the product? o How mature is the product’s supporting ecosystem and vendors? * How extensible and customizable is the product? * How user friendly and usable is the product? o How does the product handle exceptions?  o For who is the UI designed? * How difficult is it to manage and administer the product? o How do you update the product? o How complex is the installation and how complex are the dependencies? o Does it support automation? (Can you batch script or automate administrative tasks?) * Who else is using the tool? o What is their experience of the tool like? o Do they have similar needs? * Product Applicability (Based On Product Proof Of Concepts/Demonstrations) * Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training) o These should also take into account existing investments within your organization.
  • SharePoint Migration Vendor Questions What follows is a list of questions you might ask a Migration vendor when planning your SharePoint migration to determine what capabilities their product possesses. Copying SharePoint Content Questions * How does the SharePoint migration tool work when copying SharePoint content? o Does it allow users to copy content using the OOTB SharePoint interface? * Example: Via the SharePoint Ribbon? o Does it allow users to copy content through a custom interface? * Can users be trained and/or provided access to this interface? * What SharePoint content can the tool support copying? o Does the tool support copying one or more Lists? * Does the tool support copying content between Lists? * Does the tool support copying list views? o Does the tool support copying one or more Libraries? * Does the tool support copying content between Libraries? * Does the tool support copying library views? o Does the tool support copying items with attachments? o Does the tool support copying or including versions on list and library items? o Does the tool support copying document sets? o Does the tool support copying pages? * Does the tool support copying web part pages? * Does the tool support copying wiki pages? * Does the tool support copying publishing pages? o Does the tool support copying one or more Sites? * Does the tool support copying all site types? * Does it support copying Team Sites? * Does it support copying Publishing Sites? * Does it support copying Workspaces? * Does it support copying Blogs? * Does it support copying Wikis? o Does the tool support copying one or more Site Collections? o Does the tool support copying Site Collection gallery content? * Does the tool support copying page layouts? * Does the tool support copying MasterPages? * Does the tool support copying List Templates? * Does the tool support copying Site Templates? o Does the tool support copying the Style Library? o Does the tool support copying Site Content Types? o Does the tool support copying Site Columns? o Does the tool support copying document templates? o Does the tool support copying web parts? o Does the tool support copying the following fields? * Managed Metadata Fields * Hyperlink Fields * Choice Fields * Multi-Value Fields * Enterprise Keywords Field * Person or Group Fields * Date, Number, Currency, Text, Note, Checkbox Fields * Lookup Fields o Does the tool support copying of Permissions? * Does the tool support copying Permission Levels? * Does the tool support copying Groups? * Does the tool support copying inheritance settings? * Does the tool support copying unique Permissions? * At the document/item level? * At the folder/document set level? * At the list/library level? * At the site level? * At the site collection level? o Does the tool support copying Site Collection administrators? o Does the tool support copying/merging term store groups and term sets? o Does the tool support copying theme or look and feel settings? * From 2013 to 2013? What about other versions? o Does the tool support copying site settings/data? * Does the tool support copying site navigation? o Does the tool support copying InfoPath Forms? o Does the tool support copying InfoPath Form Content? (XML) o Does the tool support copying workflows? * Does the tool support copying OOTB (Out of the box) workflows? * Does the tool support copying SharePoint Designer workflows? * Does this include support for copying Reusable SharePoint Designer workflows? * Does the tool support copying SharePoint Designer objects? * Does the tool support copying DataFormWebparts? * Does the tool support copying custom actions? o Does the tool support copying Alerts? o  Re-Structuring & Flexibility Questions * Does the tool allow for re-mapping or planned improvement on existing structure? o Does the tool allow for re-mapping of content types during a copy? o Does the tool allow for re-mapping of fields (columns) during a copy? o Does the tool support filtering content before copying or during the copy process? o Does the tool support mapping MS Office Properties to SharePoint fields? o Does the tool support removal of existing folder structure during copy? o Does the tool support mapping folder names to fields during a copy? o Does the tool support mapping a folder to a document set during a copy? o Does the tool allow for the creation of new field values when a field has “Allow Fill-In Choices” enabled? o Does the tool allow for automatic tagging of content during the copy? * Example: Based on a field value, document name, etc – assign XYZ value to field A. o Does the tool support conversion of field types? * Does the tool support converting a string field to a person or group field? * Does the tool support converting a string field or a choice field to a lookup field? * Does the tool support converting a string, choice, or lookup field to a Managed Metadata field? o Does the tool support re-mapping users and group accounts during the copy process? * Does the tool support the preservation of data? o Does the tool support the preservation of created and modified properties? o Does the tool support preserving managed metadata field values? o Does the tool support the preservation of lookup field values? o Does the tool support the preservation of approval status? * Does the tool offer important flexible options during the copy process? o Can the tool ignore required fields during the copy process? o Can the user override/specify the account used for created by/modified by values? o Can the tool fix links during the copy process? o Can the tool change publishing page layouts for multiple pages? o Can the tool support changing List Templates during the copy process? o Can the tool support changing Site Templates during the copy process? o Can the tool promote sites to their own Site Collections? o Can the tool bulk approve or reject SharePoint items? o Can the tool allow administrators to scan content based on regular expression criteria inside of files and file properties to scope the migration? o Can the tool combine and nest conditions/expressions in complex structures to support migration scoping or re-structuring effort? o Does the tool support incremental or delta copy of content? * What are the limitations of this support? Automation & Management Questions * Does the tool support executing operations using a script, command-line interface, or through PowerShell?  * Does the tool support creating a template from a previous migration or a planned migration? o Does the tool support the creation of a field mapping template?  * Does the tool support copying content by leveraging a CSV? o Can you copy lists/libraries using this method? o Can you copy sites using this method? o Does this copying using a CSV support multiple locations? o Can this CSV process support the tagging of items/documents * Does the tool generate logs for jobs/activities performed in a migration? * Does the tool keep a history of previous migrations? o Does this history record issues, warnings, errors, and successes? * Does the tool support re-processing or migration of failed content? * Does the tool allow for prioritization of certain migration activities/migration processing? * Does the tool have a secure way of storing credentials used for the migration activities? Pre-Migration Support Questions * Does the tool support the pre-migration process? o Does the tool provide pre-migration reporting? * Does this reporting identify potential issues with wide lists? * Does this reporting identify potential issues with large lists? * Does this reporting identify potential issues with customizations? * Does this reporting identify potential issues with large databases or site collections? * Does this reporting identify Content Types in use and available that may need to be migrated? * Does this reporting identify used site templates and list templates? * Does this include custom site templates/list templates created by your organization? * Does the tool provide permission, user, group, and permission level reporting? * Does the tool support scanning for content with broken permission inheritance? * Does the tool provide reporting on content in file shares? o Does the tool provide vocabulary, taxonomy or concept reporting? * Is this done in a way that can help improve the development of metadata, or develop the managed metadata store? * Can this reporting be leveraged to assign metadata upon migration? o Does the tool enable the detection of PII (Personally Identifiable Information), PHI (Protected Health Information), and other privacy data inside of files?  Post Migration Support Questions * Does the tool provide a comparison report or comparison functionality? o Does this allow for the comparison of permissions between sites, lists, and items? * Does this allow for the comparison of sites in two seperate site collections? o Does this allow for the comparison of site collection, site, list, and folder contents? * Does this allow for the comparison of content types and columns from two site collections, sites, or lists? * Does this also allow for the comparison of column values (metadata)? o Does the tool allow for the comparison of term stores between two server farms? o Can you initiate a migration or copy/synch based on the results of a compare report? Technology Support Questions * What versions of SharePoint does the migration tool support? o Does the tool support SharePoint 2013? o Does the tool support SharePoint Online (Office 365)? o Does the tool support SharePoint 2010? o Does the tool support SharePoint 2007? o Does the tool support SharePoint 2003? * What editions of SharePoint does the migration tool support? o Does the tool support SharePoint Foundation? o Does the tool support SharePoint Standard? o Does the tool support SharePoint Enterprise? * Does the tool support interaction with File Systems? o Does the tool support uploading files from the File System? * Can the tool map NTFS properties to SharePoint fields? * Can the tool auto-fix illegal characters during upload? * Does the tool allow for customization of illegal character replacement? * Can the tool ignore required fields during upload? * Can the tool automatically tag content during upload based on conditions? * What are the conditions or tagging options available? * Can the tool convert folders to document sets during upload? o Does the tool support downloading files to the File System? * Does the tool support interaction with Email and Exchange data? o Does the tool support copying mailboxes and public folder data to SharePoint? * Does the tool support copying multiple mailboxes and public folders to SharePoint using a CSV? * Does the tool support copying Outlook PST Archives to SharePoint? * Does the tool support mapping Email and Public Folder Properties to SharePoint Fields? * Does the tool support copying Exchange Public Folder permissions to SharePoint? o Does the tool support copying 3rd Party Mailboxes (Gmail, Yahoo, etc) to SharePoint?
  • Something like DeliverPoint from Lightning Tools is a good example of a power user driven tool. Where as management suites for Governance like Axceler’s Control Point or AvePoint’s Doc Ave tool are IT Pro driven tools.
  • Nothing new here!
  • A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.Thank You for Reading/Listening

Build, Customize Or Buy? When Should We Use SharePoint, 3rd Party Products or Build Outside of SharePoint? Build, Customize Or Buy? When Should We Use SharePoint, 3rd Party Products or Build Outside of SharePoint? Presentation Transcript

  • BUILD, CUSTOMISE OR BUY? WHEN SHOULD WE USE SHAREPOINT, 3RD PARTY PRODUCTS OR BUILD OUTSIDE OF SHAREPOINT Richard Harbridge Microsoft (USA)
  • Our Goal Today… From Here To Here Presented By: Richard Harbridge #Share4Biz @RHarbridge #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • What Will We Cover Today? • Build vs Buy – What’s The Right Answer? • Why Is this So Difficult With SharePoint? • How Do We Extend On Top Of SharePoint? • How Do We Buy 3rd Party Products? • Review Of Resources Presented By: Richard Harbridge #Share4Biz @RHarbridge #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Build vs Buy What’s The Right Answer? #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Most Content/Research Will Be Biased Image from: http://partners.varphonex.com/s olutions/build-or-buy.php #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Pros & Cons To Build vs Buy Often covers most of the requirements Less flexibility and control Vendor does enhancements/upgrades Dependence on vendor delivery Locked in on cost and interoperability Pros Build Cons Lower total cost of ownership Buy Pros Cons Addresses your requirements best Dependent on internal expertise/effort Full control and flexibility Higher risk of poor documentation Control over costs No economies of scale, higher costs #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Risks To Build Vs Buy #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • #Share4Biz @RHarbridge Example Capability Assessment Framework For Build vs Buy Share Conference | @RHarbridge
  • The Outcome There are risks in build vs buy that should be understood and re-evaluated constantly. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • What to watch out for… Each build vs buy decision should be evaluated even when it appears self-evident. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Why Is This So Difficult With SharePoint? #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Map the needs of the organization to the right technology… #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • This is important as Microsoft alone has a quite a few… • • Dynamics CRM Dynamics ERP • Dynamics AX • Dynamics GP • Dynamics NAV • Dynamics SL Lync Exchange #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Even SharePoint has multiple options 2013 Foundation Foundation 2010 Standard Standard Online On Site Enterprise Enterprise #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • It’s Big Ecosystem… “Worldwide more than 700,000 developers work with SharePoint.” over 4,000 partners in “Well - SPC11 Keynote the SharePoint ecosystem.” - SPC11 Keynote “There are over 1,000 products since SP2003 – there are at least 1,000 new products in development now.” - SPC11 Keynote (From Memory) #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • SharePoint is not a Silver Bullet… SharePoint is not a Silver Bullet at NothingButSharePoint.com #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • SharePoint Is Part Of An Overall Enterprise Technology Plan #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • The Outcome We have to understand what technology we have available and our needs. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • What to watch out for… We have to define our needs carefully if we want to pick the right technology. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • How Do We Extend/Build On SharePoint? #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Low Complexity User Driven IT Driven Higher Complexity & Cost How Do We Build On SharePoint? @RHarbridge Share Conference | @RHarbridge
  • Low Complexity User Driven IT Driven Higher Complexity & Cost How Do We Build On SharePoint? @RHarbridge Share Conference | @RHarbridge
  • SharePoint and IT The Main Point of Implementing SharePoint:  SharePoint eventually allows Business Users to develop and implement business solutions that use technology without IT’s direct involvement. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Users Build Apps #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Users Build Lists To Solve Problems • To Replace Excel Spreadsheets • To Track Complex Input From Multiple People • To Centralize Storage and Retrieval of Content • To Provide Validation, Easy To Use Online Forms • To Reduce Duplication of Effort #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Low Complexity User Driven IT Driven Higher Complexity & Cost How Do We Build On SharePoint? @RHarbridge Share Conference | @RHarbridge
  • SharePoint and IT Secondary (But Important) Points:  SharePoint’s integration with technologies you already use and it’s extendibility are invaluable. Lync Exchange When I Say “SharePoint Integration” You Probably Think Of This... #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • SQL vs SharePoint #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Low Complexity User Driven IT Driven Higher Complexity & Cost How Do We Build On SharePoint? @RHarbridge Share Conference | @RHarbridge
  • The Outcome SharePoint is a platform that makes it easy to extend and leverage for business challenges. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • What to watch out for… Sometimes it can be easier to start simple with an extended solution to validate/identify needs. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • How Do We Buy Third Party Products #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • How Do We Buy 3rd Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Let’s Discuss Scenarios Migration Scenario Permission Scenario @RHarbridge Share Conference | @RHarbridge
  • How Do We Buy 3rd Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Scenario: Migrating To Office 365 Migration Process Identify Source Content To Be Migrated Determine Migration Priority Determine Ownership Of Content Analyze Existing Content (Location, Quantity, Solutions) Clean Up Content/ Content Refresh Define Content Map Assess Office 365 Environment Prepare Office 365 Environment Resolve Issues Post Migration Testing/ Validation Define Migration Schedule Migrate Content Based On Map/ Schedule Migration Preparation Assessment For Office 365 Migrations Validate Content Based On Content Map/Schedule Create New Site(s) In Office 365 Owner Review Of Content (Training Opportunity) Approved Plan Launch Efforts Launch New Site (w/ Training) Set Source Content To Read Only Review Feedback Delete Source Content That Has Been Migrated @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • No Practical Option OOTB @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • What Type Of Migration Tool Do We Need? Power User IT Pro •Often licensed by user. •Typically lower cost. •Requires manual ‘orchestration’ or management. •Doesn’t support scheduling, or scripting. •Often licensed by time period or size of content being migrated. •Typically a scaled cost where larger migrations cost more. •Supports scheduling, or scripting. •Often includes comparison or reporting/assessments. @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • What Vendor Should We Use? • • • • • • • • @RHarbridge What version is the product? How mature is the product? • How mature is the product’s supporting ecosystem and vendors? How extensible and customizable is the product? How user friendly and usable is the product? • How does the product handle exceptions? • For whom is the UI designed? How difficult is it to manage and administer the product? • How do you update the product? • How complex is the installation and how complex are the dependencies? • Does it support automation? (Can you batch script or automate administrative tasks?) Who else is using the tool? • What is their experience of the tool like? • Do they have similar needs? Product Applicability (Based On Product Proof Of Concepts/Demonstrations) Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training) Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • How Do We Compare The Tools? What Questions Should We Ask? Key Migration Steps Administrators Identify Source Content To Be Migrated Users Do You Know What Content Is Out There? No Work With Users To Understand Content Yes User Driven Clean Up? Or Admin Driven Clean Up? Clean Up! Delete Unnecessary Source Content & Versions Determine Who Owns Content User Driven Admin Driven Clean Up! Delete Unnecessary Source Content & Versions @RHarbridge (Meaning It Can’t Be Indexed Instead) Does Source Content Need To Move? Yes No Index The Content & Define Appropriate Result Sources, Pages & Verticals (Is The Folder Structure Important?) Tough Migration Decisions Whitepaper Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Let’s Discuss Scenarios Migration Scenario Permission Scenario @RHarbridge Share Conference | @RHarbridge
  • How Do We Buy 3rd Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • How Do We Buy 3rd Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Scenario: Permissions Support @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Not Enough Capabilities OOTB @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • What Permissions Tool Do We Use? Power User IT Pro • Often licensed by server or by user. • Typically lower cost. • Focused on end user driven interaction/scenarios. • Doesn’t support scheduling, or scripting. • Often licensed in a bundle with Governance functionality. • Typically a higher cost based on additional functionality. • Often supports scheduling, or scripting. • Often includes comparison or reporting/assessments. @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • What Vendor Should We Use? • • • • • • • • @RHarbridge What version is the product? How mature is the product? • How mature is the product’s supporting ecosystem and vendors? How extensible and customizable is the product? How user friendly and usable is the product? • How does the product handle exceptions? • For whom is the UI designed? How difficult is it to manage and administer the product? • How do you update the product? • How complex is the installation and how complex are the dependencies? • Does it support automation? (Can you batch script or automate administrative tasks?) Who else is using the tool? • What is their experience of the tool like? • Do they have similar needs? Product Applicability (Based On Product Proof Of Concepts/Demonstrations) Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training) Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • How Do We Compare The Tools? What Questions Should We Ask? Needs Questions While a resource like the migration one doesn’t always exist for this (and many other purchase decisions) you should always ask questions that validate/clarify needs. @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • Buying The Right Permissions Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? @RHarbridge Share Conference | @RHarbridge
  • The Outcome With clear needs and the right questions you can select the right tool. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • What to watch out for… The hardest part of selecting the right third party tool is having the right questions. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Review Of Resources #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • SharePointReviews.com #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Office Store (Apps for SharePoint) #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Analysts, Customers & Consultants #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Vendor Whitepapers/Content Many vendors are not always biased, and often even when biased highlight important decision criteria/questions. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Migration Decisions Whitepaper http://info.portalsolutions.net/MigrationWhitepaper_WhitepaperDownload.html @RHarbridge Share Conference | @RHarbridge
  • The Outcome You have a few resources to help you with your SharePoint build vs buy decisions. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • What to watch out for… You can find additional resources, but always be aware that often information is biased. #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • What Did We Cover Today? • EvaluateBuy – OptionsThe Right Answer? Build vs Your What’s & Risks • You Need To Know What SharePoint Can/Should Do In Your Org Why Is this So Difficult With SharePoint? • User Driven & IT Pro DrivenOf SharePoint? How Do We Extend On Top • Ask The Right Questons Based On Your Needs How Do We Buy 3rd Party Products? • Some Resources Exist, But Be Aware Of Bias Review Of Resources #Share4Biz @RHarbridge Share Conference | @RHarbridge
  • Thank You Organizers, Sponsors and You for Making this Possible.  Twitter: @RHarbridge  Blog: http://www.RHarbridge.com  Email: Richard@RHarbridge.com  Resources: 100+ SharePoint Presentations at.. SlideShare.net/RHarbridge Great SharePoint 2013 Stories at.. Microsoft Case Studies 130+ SharePoint Standards at.. SPStandards.com Migration Decisions Whitepaper at.. Bit.ly/YUaYoH #Share4Biz @RHarbridge Share Conference | @RHarbridge