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SharePoint Saturday DC - SharePoint Success Story

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This is the slidedeck I used at SPSDC - It has alot of animations so it might not look right here. …

This is the slidedeck I used at SPSDC - It has alot of animations so it might not look right here.

I have another version available here: http://agdpyw.bay.livefilestore.com/y1pPKrX8YaK3BFTQ7t69UtlW7vLsCB3y8L3WZsiPHM2L_UOO7rfB7xKVEMLaStRAc4Sv2Fr-6tCwyHB489e23e1QrZMIinI9aIY/SharePoint%20Saturday%20DC%20-%20SharePoint%20Success%20Story.ppsx?download

The animations in the above link work correctly. Just imagine a very enthusiastic speaker along with them.

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  • My dedication to you before I begin. By the end of this you will have gained 3 things. It might be new knowledge, it might be a new method but you MUST gain 3 things by the end. If you don’t my first challenge to you is to stalk me, hunt me down and make sure you get 3 things from me. Because I owe you 3 things! This is meant to help you. 
  • You take the estimated value and divide that by the estimated level of difficulty then times (*) it by 100 to get the percentage of ROI.
  • Ask every question three times in three different ways - Might get it wrong, might be mis-estimating their technical vocabulary/abilityUse Pictures - Pictures and moreeee pictures.
  • Dependancy also works.

Transcript

  • 1. The SharePoint Story for Success
    How To: Manage and Implement SharePoint Projects Presented By: Richard Harbridge
    @rharbridge
    That’s Me!
  • 2. Who am I?
    • Richard Harbridge
    • 3. is a Business Analyst
    • 4. is a Project Manager
    • 5. is a Technology Specialist
    • 6. is a Blogger/Tweeter
    • 7. Loves SharePoint
    • 8. Loves Communities
    • 9. Loves Technology
    • 10. Loves Speaking
    @rharbridge
    Blah blahblahblahblah
  • 11. More Important: Who Are You?
    • The Single Most Valuable Takeaway From Today Is…
    Each Other
    • Share the Point Exercise:
    • 12. Introduce yourself to someone you don’t know.
    • 13. Tell them your name, and what you are interested in.
    • 14. If possible give them a way to contact you.
    Richard Harbridge
    SharePoint Saturday 2009
  • 15. What I am going to talk about…
    The Idea
    The Decision
    Buy In and Expectations
    Governance
    Approach, Communications, and Support
    User Adoption
    New Work and Growth
    Richard Harbridge
    SharePoint Saturday 2009
  • 16. On With Our Story…
    From Here To Here
    Richard Harbridge
    SharePoint Saturday 2009
  • 17. Chapter 1
    The Idea
  • 18. Meet Joe
    Hi!
    Richard Harbridge
    SharePoint Saturday
  • 19. Joe Works in IT
    Richard Harbridge
    SharePoint Saturday
  • 20. At Joe’s Workplace…
    Richard Harbridge
    SharePoint Saturday
  • 21. Decision Makers don’t have Enough Information
    Richard Harbridge
    SharePoint Saturday
  • 22. The CFO needs to Reduce Costs
    Richard Harbridge
    SharePoint Saturday
  • 23. IT Services Struggles to Keep Up
    Richard Harbridge
    SharePoint Saturday
  • 24. People Must Do More With Less
    Richard Harbridge
    SharePoint Saturday
  • 25. People Are Having Trouble Finding What They Need
    Richard Harbridge
    SharePoint Saturday
  • 26. Don’t Worry Though…
    Richard Harbridge
    SharePoint Saturday
  • 27. Joe is Really Smart…
    Richard Harbridge
    SharePoint Saturday
  • 28. And works in IT
    Richard Harbridge
    SharePoint Saturday
  • 29. So Joe has an Idea!
    Richard Harbridge
    SharePoint Saturday
  • 30. We can help solve our problems with technology!
    Richard Harbridge
    SharePoint Saturday
  • 31. The Outcome
    Joe believes with effective application of technology he can improve his organization.
  • 32. What to watch out for…
    We need to know the background and reasoning for why technology is being looked at.
  • 33. Chapter 2
    The Decision
  • 34. So Joe does lots of good research…
    Awesome!
    Not as awesome.
    Richard Harbridge
    SharePoint Saturday
  • 35. He even performs in depth product comparisons…
    Richard Harbridge
    SharePoint Saturday
  • 36. Like this
    one…
    Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
    Richard Harbridge
    SharePoint Saturday
  • 37. Mapping the needs of his organization to the right technology…
    Richard Harbridge
    SharePoint Saturday
  • 38. This is important as Microsoft alone has a quite a few…
    Richard Harbridge
    SharePoint Saturday
  • 45. 2007
    Online
    On Site
    Even SharePoint has multiple options
    2010
    Richard Harbridge
    SharePoint Saturday
  • 46. After many hours of tireless research Joe decides…
    Richard Harbridge
    SharePoint Saturday
  • 47. Since Everyone in Joe’s Company uses Microsoft Office…
    Richard Harbridge
    SharePoint Saturday
  • 48. SharePoint is the Perfect Fit!
    Richard Harbridge
    SharePoint Saturday
  • 49. The Outcome
    Joe has made a decision.
  • 50. What to watch out for…
    We have to define our needs carefully if we want to pick the right technology.
  • 51. Chapter 3
    Buy In and Expectations
  • 52. Before we begin…
    Richard Harbridge
    SharePoint Saturday
  • 53. Let’s Talk About Perceptions
    Richard Harbridge
    SharePoint Saturday
  • 54.
  • 55. People See Different Things
    Richard Harbridge
    SharePoint Saturday
  • 56. Joe is on a mission.
    Richard Harbridge
    SharePoint Saturday
  • 57. Joe has to convince the IT Services, CFO and Decision Makers
    Richard Harbridge
    SharePoint Saturday
  • 58. We are going to help Joe out!
    Thanks!
    Richard Harbridge
    SharePoint Saturday
  • 59. So what is the most important thing to IT Services?
    Richard Harbridge
    SharePoint Saturday
  • 60. COST OF OWNERSHIP
  • 61. What are some ways we can convince IT Services?
    Richard Harbridge
    SharePoint Saturday
  • 62. Cost of Ownership (IT)
    The Biggest Point to Share is:
    • SharePoint eventually allows Business Users to develop and implement business solutions that use technology without IT’s involvement.
    The Reality:
    • IT doesn’t want to learn/support a new technology.
    • 63. SharePoint’s integration is invaluable to IT.
    • 64. A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.
    Richard Harbridge
    SharePoint Saturday
  • 65. IT Servicesgets it and is on board!
    Richard Harbridge
    SharePoint Saturday
  • 66. So what is the most important thing to the CFO?
    Richard Harbridge
    SharePoint Saturday
  • 67. NUMBERS
  • 68. What are some ways we can convince the CFO?
    Richard Harbridge
    SharePoint Saturday
  • 69. Lets Talk Numbers (CFO/Finance)
    The Biggest Point to Share is:
    • SharePoint is worth the initial investment and ongoing costs.
    The Reality:
    • It is a costly investment and costly on going expense.
    • 70. Money can be invested to always generate a return.
    • 71. You need to have measurement, account for risk, and have some expectation of return (quantifiable) that makes it worth the initial investment/on going costs.
    Richard Harbridge
    SharePoint Saturday
  • 72. Your Goal
    Richard Harbridge
    SharePoint Saturday
  • 73. What you don’t want.
    Don’t lose perspective.
    Richard Harbridge
    SharePoint Saturday
  • 74. How do we get here?
    Richard Harbridge
    SharePoint Saturday
  • 75. ROI
    Return on Investment
  • 76. Evaluating Return on Investment
    Money Matters:
    • Always show expected cost and return over multiple years.
    • 77. Use discount rate to help account for risk and competitive investment rate.
    • 78. Internal Rate of Return will help find the ‘break even point’.
    Richard Harbridge
    SharePoint Saturday
  • 79. The Simplest ROI Formula Ever
    Estimated Value
    Estimated Difficulty
    Richard Harbridge
    SharePoint Saturday
  • 80. Examples
    • I have a difficult requirement. It’s an 8 in difficulty (out of 10).
    • 81. I have an easy requirement. It’s a 2 in difficulty (out of 10).
    • 82. The expected value of the difficult requirement is 4 (out of 10).
    • 83. The expected value of the easy requirement is 6 (out of 10).
    Estimated Value
    Estimated Difficulty
    Richard Harbridge
    SharePoint Saturday
  • 84. ROI (traditionally) Measures Financial Impact
    Richard Harbridge
    SharePoint Saturday
  • 85. ROI doesn’t cover ‘non-financial impact’ or ‘increased potential’
    STILL
    IMPORTANT
    Improved Relationships
    Improved Know-How
    Website/Intranet Visitors
    Improved Morale
    Improved Skills
    User Complaints
    Increased Connections
    Positive Word of Mouth
    Innovation
    Click-throughs
    Employment Applications
    Comments
    Negative Word of Mouth
    Better Reputation
    Richard Harbridge
    SharePoint Saturday
  • 86. The CFO is on board!
    Richard Harbridge
    SharePoint Saturday
  • 87. So what is the most important thing to Decision Makers?
    Richard Harbridge
    SharePoint Saturday
  • 88. Add Value
  • 89. What are some ways we can convince Decision Makers?
    Richard Harbridge
    SharePoint Saturday
  • 90. Add Value (Decision Makers)
    The Biggest Point to Share is:
    • SharePoint improves productivity, reduces waste, and improves visibility to help drive better decision making.
    The Reality:
    • It takes time and investment to reach the point all managers and executives want.
    • 91. Productivity gain can be difficult to measure, as can reduction in waste.
    Richard Harbridge
    SharePoint Saturday
  • 92. Tips for getting Decision Makers to understand the value.
    Richard Harbridge
    SharePoint Saturday
  • 93. Mapping Solutions to Objectives
     Direct Relationship Indirect Relationship
    Richard Harbridge
    SharePoint Saturday
  • 94. Information Overload
    Information
    Information
    Information
    Information
    Richard Harbridge
    SharePoint Saturday
  • 95. Scalable Architecture
    Richard Harbridge
    SharePoint Saturday
  • 96. SharePoint Solutions (Evolution)
    *Super Simplified
    Richard Harbridge
    SharePoint Saturday
  • 97. IS
    Use them.
    Richard Harbridge
    SharePoint Saturday
  • 98. SharePoint Deployment Planning Services (SDPS)
    https://www.partnersdps.com/Pages/ToolsSupport.aspx
    Richard Harbridge
    SharePoint Saturday
  • 99. Public Statisticscan help…
    • Typical workers produce 3+ GB of data per year.
    • 100. 30% of a typical workers day is spent searching for information.
    • 101. In a 1,000 employee company lost productivity costs approximately $5 million a year.
    Source: “The Enterprise Workplace,” IDC, 2005
    Source: IDC, 2003
    Source: “Hidden Costs of Information Work,” IDC, 2006
    Richard Harbridge
    SharePoint Saturday
  • 102. Statistics within the Organization are better.
    • 20% of our IT Support people who travel do not have access to our IT policies and support documents when travelling..
    • 103. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.
    • 104. Currently we pay for full licensing on 7 different enterprise document management solutions.
    Source: “Support Review Q4,” IT, 2010
    Source: “HR Employee Benefits Survey,” HR, 2010
    Source: “Financial Audit of Licensing Costs,” Finance, 2010
    Richard Harbridge
    SharePoint Saturday
  • 105. Decision Makers are on board!
    Richard Harbridge
    SharePoint Saturday
  • 106. The Outcome
    Joe has achieved momentum and buy in.
  • 107. What to watch out for…
    Joe must carefully manage expectations and maintain the momentum.
  • 108. Chapter 4
    Governance
  • 109. What is Governance?
    Richard Harbridge
    SharePoint Saturday
  • 110. GOVERNANCE IS REQUIRED
  • 111. What does that mean?
    Without effective governanceorganization, performance, andcapability are significantly reduced.
    Richard Harbridge
    SharePoint Saturday
  • 112. Without Governance
    Richard Harbridge
    SharePoint Saturday
  • 113. So how do we do it?
    Richard Harbridge
    SharePoint Saturday
  • 114. Teamwork is Key
    There are typically 5 teams for SharePoint Governance:
    • Business Strategy Team
    • 115. Technical Strategy Team
    • 116. Tactical Teams:
    • 117. Tactical Operations Team
    • 118. Tactical Development Team
    • 119. Tactical Support Team
    Richard Harbridge
    SharePoint Saturday
  • 120. Identify patterns.Plan for patterns.Execute patterns.
  • 121. I think I see a Pattern.
    Richard Harbridge
    SharePoint Saturday
  • 122. Executing Governance
    Richard Harbridge
    SharePoint Saturday
  • 123. The Result:
    Richard Harbridge
    SharePoint Saturday
  • 124. Governance Documentation
    • Aggregate/Reference Document(Contains all SharePoint Info – Single Point of Reference)
    • 125. Objectives/Priorities (Tech/Business)
    Richard Harbridge
    SharePoint Saturday
  • 126. Operations Documentation
    • Objectives/Priorities
    • 127. Disaster Recovery Plan
    • 128. Deployment Process, Policies, and Schedule
    • 129. Monitoring Plans
    • 130. Maintenance Plans
    • 131. Service Level Agreements
    • 132. Etc…
    Richard Harbridge
    SharePoint Saturday
  • 133. Support Documentation
    • Objectives/Priorities
    • 134. Site Classification and Platform Classification
    • 135. Site Provisioning Process/Questionnaire
    • 136. User Expectations Agreement
    • 137. Roles and Responsibilities
    • 138. Support Agreement(s)
    • 139. Training and Communication Plans
    • 140. Etc…
    Richard Harbridge
    SharePoint Saturday
  • 141. Development Documentation
    Richard Harbridge
    SharePoint Saturday
  • 147. IS
    Use them.
    Richard Harbridge
    SharePoint Saturday
  • 148. Governance Checklist
    Richard Harbridge
    SharePoint Saturday
  • 149. TechNet, Community and More..
    Richard Harbridge
    SharePoint Saturday
  • 150. With Governance
    Richard Harbridge
    SharePoint Saturday
  • 151. The Outcome
    Everyone Achieves a Shared Understanding of SharePoint Related Processes
  • 152. What to watch out for…
    Not just documents, policies, and procedures. It is an active and ongoing process.
  • 153. Chapter 5
    ApproachCommunications and Support
  • 154. What is the best approach for SharePoint Implementations?
    Richard Harbridge
    SharePoint Saturday
  • 155. ITERATIVE APPROACH
  • 156. Why Iterative?
    • SharePoint is a very large platform.
    • 157. It takes time to understand SharePoint.
    • 158. SharePoint is great for rapid prototyping, and for proof of concept work.
    • 159. It ensures there is enough time to review, adjust, and communicate.
    Richard Harbridge
    SharePoint Saturday
  • 160. CommunicationPlanning
    Richard Harbridge
    SharePoint Saturday
  • 161. TheCommunicationPlan
    • Will act as a binding agreement (forces you to carry through).
    • 162. Helps keep communication focused.
    • 163. Helps prevent unwanted surprises.
    Richard Harbridge
    SharePoint Saturday
  • 164. CommunicationTips
    • Use pictures and more pictures.
    • 165. Explain as much as you can (Pros/Cons).
    • 166. Solidifies decisions and allows them to explain to anyone who asks.
    • 167. Ask every question three times in three different ways.
    Richard Harbridge
    SharePoint Saturday
  • 168. SupportPlanning
    Richard Harbridge
    SharePoint Saturday
  • 169. Don’t forget you aren’t superman.
    (Sorry Joe)
    Richard Harbridge
    SharePoint Saturday
  • 170. Multiple Tiers for Escalation
    (You can’t know everything)
    Richard Harbridge
    SharePoint Saturday
  • 171. Measure Support
    Learn and use data to be proactive.
    Richard Harbridge
    SharePoint Saturday
  • 172. Diversify Support
    resources/mediums
    Richard Harbridge
    SharePoint Saturday
  • 183. IS
    Use them.
    Richard Harbridge
    SharePoint Saturday
  • 184. Productivity Hub
    Richard Harbridge
    SharePoint Saturday
  • 185. Stand Alone/Portal Edition Training
    Richard Harbridge
    SharePoint Saturday
  • 186. SharePoint Learning Kit
    Richard Harbridge
    SharePoint Saturday
  • 187. Support Tip…
    Richard Harbridge
    SharePoint Saturday
  • 188. RESPOND
    You never want to give the IT busy signal, or support busy signal.
  • 189. The Outcome
    SharePoint is supported effectively.
  • 190. What to watch out for…
    The training and support can be costly in time and resources.
  • 191. Chapter 6
    User Adoption
  • 192. User Adoption
    Richard Harbridge
    SharePoint Saturday
  • 193. How do we get successful User Adoption?
    Richard Harbridge
    SharePoint Saturday
  • 194. USERS MUST UNDERSTAND THE VALUE
  • 195. Successful User Adoption Requires…
    Richard Harbridge
    SharePoint Saturday
  • 196. Useful, digestible training sessions (less than an hour)
    Training Excercises/Workshops
    Richard Harbridge
    SharePoint Saturday
  • 197. Avoid too much too fast.Keep it simple.
    It’s like learning to drive.
    Richard Harbridge
    SharePoint Saturday
  • 198. Do a video like this one…
    Richard Harbridge
    SharePoint Saturday
  • 199. IS
    Use them.
    Richard Harbridge
    SharePoint Saturday
  • 200. What used to be GearUp…
    http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx
    The Kit is !
    Buzz
    Sweet
    Richard Harbridge
    SharePoint Saturday
  • 201. High Availability and Accessibility also lead to better User Adoption!
    Richard Harbridge
    SharePoint Saturday
  • 202. Cultivate and promote the
    right culture.
    Richard Harbridge
    SharePoint Saturday
  • 203. The Greatest Challenge
    for Most People
    Scarce thinking.
    Richard Harbridge
    SharePoint Saturday
  • 204. What is Scarce Thinking?
    I want a bigger piece!
    Richard Harbridge
    SharePoint Saturday
  • 205. What is Abundant Thinking?
    Richard Harbridge
    SharePoint Saturday
  • 206. Why does it matter?
    SharePoint is an Enterprise PlatformIt effects the whole pie
    Richard Harbridge
    SharePoint Saturday
  • 207. Motivational Driver for Contribution?
    Abundant Thinking
    Richard Harbridge
    SharePoint Saturday
  • 208. Focus on those on board/ready.
    People who already want it.
    Richard Harbridge
    SharePoint Saturday
  • 209. Use what they love.
    If they love using outlook focus on using that as a leveraging point.
    Richard Harbridge
    SharePoint Saturday
  • 210. Reward Lavishly/Provide Incentive
    Richard Harbridge
    SharePoint Saturday
  • 211. Reward super users with achievements.
    Then promote the desire to get rewards.
    Richard Harbridge
    SharePoint Saturday
  • 212. Create a SharePoint Showcase
    Good Idea!
    Where users submit and show off
    their SharePoint “Solutions”
    Richard Harbridge
    SharePoint Saturday
  • 213. Make it Fun!
    Hold Contests, Scavanger Hunts and Other Activities
    Richard Harbridge
    SharePoint Saturday
  • 214. Walk your own talk.
    Richard Harbridge
    SharePoint Saturday
  • 215. The Outcome
    SharePoint is successfully adopted by a large enough group of users to be deemed successful.
  • 216. What to watch out for…
    The build it they will come approach will often not work alone.
  • 217. Chapter 7
    New Work and Growth
  • 218. What about New Work & Growth?
    Richard Harbridge
    SharePoint Saturday
  • 219. Plan and build a system for managing New Work
    Change Requests
    Enhancement Requests
    New Features
    Richard Harbridge
    SharePoint Saturday
  • 220. Spend time in advance building a channel for new work.
    Avoid the flood.
    Richard Harbridge
    SharePoint Saturday
  • 221. Know your limits
    Richard Harbridge
    SharePoint Saturday
  • 222. Cultivatenew work! It’s a good thing.
    This boosts user adoption! (More functionality and dependency over time)
    Richard Harbridge
    SharePoint Saturday
  • 223. The Outcome
    The SharePoint Implementation continues to grow, expand and provide more value.
  • 224. What to watch out for…
    You need to plan support for new work/requests otherwise people will lose confidence.
  • 225. TO BE CONTINUED
  • 226. <3 and TYClipArt
  • 227. Thank You!
    Let’s talk, and/or tweet!
    • Twitter: @rharbridge
    • 228. Blog: sharepointkb.wordpress.com
    • 229. LinkedIn: www.linkedin.com/in/rharbridge
    Send me your emails, and let me know your feedback!
    • Email me at: harbrich@hotmail.com