SharePoint Saturday NY - The Seven Most Important Success Factors for SharePoint
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SharePoint Saturday NY - The Seven Most Important Success Factors for SharePoint
- 1. The Seven Most Important Non Technical SharePoint Success Factors Presented By: Richard Harbridge @rharbridge
- 2. Who am I? I
- 4. Knowledge around Limitations of the Software (When to use it/When not to)
- 6. What we will be talking about… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
- 7. Understanding the ‘Why’ and Making a Decision
- 8. Meet Joe Hi!
- 10. Decision Makers don’t have Enough Information
- 11. The CFO needs to Reduce Costs
- 12. IT Services Struggles to Keep Up
- 13. And People Are Having Trouble Finding What They Need
- 14. So Joe has an Idea!
- 15. We can solve our problems with technology!
- 17. What does Joe really knowabout his Company’s needs? Decision Makers don’t have Enough Information The CFO needs to Reduce Costs IT Services Struggles to Keep Up People Are Having Trouble Finding What They Need
- 18. Even if Joe understands the needs of his workplace…
- 19. Technology is never the whole solution
- 20. Let’s say Joe does understand the needs of his organization What’s Next?
- 21. Research
- 22. Joe doesn’t really like research… This is boring…
- 23. So Joe decides… Awesome! Not as awesome.
- 24. Since Everyone in Joe’s Company uses Microsoft Office…
- 25. SharePoint is the Perfect Fit!
- 27. Map the needs of the organization to the right technology…
- 28. Perform in depth product comparisons and evaluations
- 29. Like this one… Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
- 31. Dynamics CRM
- 32. Dynamics GP
- 33. Dynamics NAV
- 34. Dynamics POS
- 35. Dynamics RMS
- 37. It’s not just a feature to feature comparison
- 38. So Joe does all that good research and…
- 39. SharePoint is a part of his overall Enterprise Technology Plan
- 40. The Outcome Joe has made an educated and informed decision based on the businesses needs.
- 41. What to watch out for… We have to define our needs carefully if we want to pick the right technology.
- 42. Achieving Buy In and Setting Expectations
- 43. Before we begin…
- 44. Let’s Talk About Perceptions
- 46. People See Different Things
- 48. Joe is on a mission.
- 49. Joe has to convince IT Services, the CFO and Decision Makers
- 50. We are going to help Joe out with an exercise! Thanks!
- 51. What is the most important thing to IT Services?
- 53. What are some ways we can convince IT Services?
- 55. SharePoint’s integration is invaluable to IT.
- 57. NUMBERS
- 58. What are some ways we can convince the CFO?
- 60. Money can be invested to always generate a return.
- 62. Add Value
- 63. What are some ways we can convince Decision Makers?
- 66. Map Solutions to Objectives Direct Relationship Indirect Relationship
- 67. Explain Information Overload Information Information Information Information
- 69. What’s the expectationwe have to set?
- 70. It Takes Time
- 71. SharePoint Solutions (Evolution) *Super Simplified
- 72. The Outcome Joe has achieved momentum and buy in.
- 73. What to watch out for… Joe must carefully manage expectations and maintain the momentum.
- 74. Determining and Supporting ROI
- 75. What about this guy?
- 76. How do we get here?
- 77. METHODS FOR EVALUATING ROI Return on Investment
- 80. Evaluating with Monte Carlo Analysis
- 81. There are different ways of calculating ROI evaluate what works best for you This is almost as boring as research…
- 82. ROI Advice and Tips
- 83. Excel has wonderful Formulas
- 84. The Simplest ROI Formula Ever Estimated Value Even I can do it! Estimated Difficulty
- 86. I have an easy requirement. It’s a 2 in difficulty (out of 10).
- 87. The expected value of the difficult requirement is 4 (out of 10).
- 88. The expected value of the easy requirement is 6 (out of 10).Estimated Value Estimated Difficulty
- 89. ROI (traditionally) Measures Financial Impact
- 90. ROI analysis 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
- 91. Example of Non-Financial Measurement
- 93. 30% of a typical workers day is spent searching for information.
- 94. 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
- 96. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.
- 97. 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
- 98. Break it down.
- 99. IS Use them.
- 100. SharePoint Deployment Planning Services (SDPS) https://www.partnersdps.com/Pages/ToolsSupport.aspx
- 101. Rapid Economic Justification Guide http://www.microsoft.com/business/enterprise/value.mspx
- 102. MEASURE THE RIGHT THING
- 104. What you don’t want. Don’t lose perspective.
- 105. The Outcome Joe is measuring effort effectively to improve return on investment.
- 106. What to watch out for… Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.
- 108. What is Governance?
- 110. What does that mean? Without effective governanceorganization, performance, andcapability are significantly reduced.
- 111. Without Governance
- 112. So how do we do it?
- 115. Tactical Teams:
- 119. I think I see a Pattern.
- 120. Executing Governance
- 121. The Result:
- 125. Deployment Process, Policies, and Schedule
- 126. Storage and Quota Policies
- 127. Monitoring Plans
- 128. Maintenance Plans
- 131. Site Classification and Platform Classification
- 135. Support Agreement(s)
- 136. Training and Communication Plans
- 138. Workflow Policy
- 141. Testing Requirements
- 143. Governance Checklist
- 144. TechNet, Community and More..
- 145. With Governance
- 146. The Outcome Everyone Achieves a Shared Understanding of SharePoint Related Processes
- 147. What to watch out for… Not just documents, policies, and procedures. It is an active and ongoing process.
- 148. Approaching and Supporting SharePoint
- 149. What is the best approach for SharePoint Implementations?
- 150. ITERATIVE APPROACH
- 152. It takes time to understand SharePoint.
- 153. SharePoint is great for rapid prototyping, and for proof of concept work.
- 156. Helps keep communication focused.
- 158. Explain as much as you can (Pros/Cons).
- 159. Solidifies decisions and allows themto explain to anyone who asks.
- 161. Don’t forget you aren’t superman. (Sorry Joe)
- 162. Multiple Tiers for Escalation (You can’t know everything)
- 163. Measure Support Learn and use data to be proactive.
- 165. Online
- 166. MSDN
- 167. TechNet
- 168. Blogs
- 169. Cheat Sheets
- 170. One on One
- 171. Classroom Training
- 172. Forums
- 173. Help
- 175. Avoid too much too fast.Keep it simple. It’s like learning to drive.
- 176. IS Use them.
- 177. Productivity Hub
- 178. Stand Alone/Portal Edition Training
- 180. Support Tip…
- 181. RESPOND You never want to give the IT busy signal, or support busy signal.
- 182. The Outcome SharePoint is supported effectively.
- 183. What to watch out for… The training and support can be costly in time and resources.
- 185. User Adoption
- 186. How do we get successful User Adoption?
- 187. USERS MUST UNDERSTAND THE VALUE
- 188. Successful User Adoption Requires…
- 189. User Adoption Advice and Tips
- 190. Do a video like this one…
- 191. High Availability, Mobility and Accessibility also lead to better User Adoption! SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More
- 192. Cultivate and promote the right culture.
- 193. Create an Identity and Brand Branding should make it easier, and more effective.
- 194. Focus on those on board/ready. People who already want it.
- 195. Make it Fun! Hold Contests, Scavanger Hunts and Other Activities
- 196. Use what they love. If they love using outlook focus on using that as a leveraging point.
- 197. Say Thank You
- 198. It’s okay to be proud.
- 200. Reward super users with achievements. Then promote the desire to get rewards.
- 201. Create a SharePoint Showcase Good Idea! Where users submit and show off their SharePoint “Solutions”
- 202. Make it easier to work with
- 203. IS Use them.
- 204. What used to be GearUp… http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx The Kit is ! Buzz Sweet
- 205. Walk your own talk.
- 206. The Outcome SharePoint is successfully adopted by a large enough group of users to be deemed successful.
- 207. What to watch out for… The build it they will come approach will not work alone.
- 208. Planning for New Work and Growth
- 209. What about New Work & Growth?
- 210. Spend time in advance building a channel for new work. Avoid the flood.
- 211. Know your limits
- 212. Growyour team
- 214. Administrators(s)
- 215. Architect(s)
- 216. Business Analyst(s)
- 217. Project Manager(s)
- 219. Super Users(s)
- 221. The Outcome The SharePoint Implementation continues to grow, expand and provide more value.
- 222. What to watch out for… You need to plan support for new work/requests otherwise people will lose confidence.
- 224. Knowing the Limitations of the Software (When to use it/When not to)
- 226. Success Factors… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth Understand Business Needs and Map to Them Share Alignment, Vision and Expectations Use Measurements to Improve and Return More Use Team Work And Execute With Patterns Be Iterative, Leverage Everyone, and Respond Share the Value and Successes Manage your Capability and Priorities
- 228. Blog: www.rharbridge.com
- 230. Email me at: richard@rharbridge.com
Editor's Notes
- 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.
- 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