SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
#SPTechCon @RHarbridge
Meet Joe
Hi!
#SPTechCon @RHarbridge
At Joe’s Company…
#SPTechCon @RHarbridge
Decision Makers don’t have
Enough Information
#SPTechCon @RHarbridge
The CFO needs to Reduce Costs
#SPTechCon @RHarbridge
IT Services Struggles to Keep Up
#SPTechCon @RHarbridge
People Are Having Trouble
Finding What They Need
And
#SPTechCon @RHarbridge
So Joe has an Idea!
#SPTechCon @RHarbridge
Since…
Awesome! Not as awesome.
#SPTechCon @RHarbridge
And Everyone in Joe’s Company
uses Microsoft Office…
#SPTechCon @RHarbridge
SharePoint is the Perfect Fit!
#SPTechCon @RHarbridge
#SPTechCon @RHarbridge
Map the needs of the
organization to the right
technology…
#SPTechCon @RHarbridge
Perform in depth product
comparisons and evaluations
Like this
one…
Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
This is important as Microsoft
alone has a quite a few…
• Dynamics AX
• Dynamics CRM
• Dynamics GP
• Dynamics NAV
• Dynami...
SharePoint is not a Silver Bullet…
SharePoint is not a Silver Bullet at NothingButSharePoint.com
#SPTechCon @RHarbridge
Foundation
Standard
Enterprise
Even SharePoint has multiple options
2007
2010
Online
On Site
It’s Big Ecosystem
#SPTechCon @RHarbridge
It’s not just a
feature to feature comparison
People
Process
Technology
#SPTechCon @RHarbridge
So Joe does all that good
research and…
#SPTechCon @RHarbridge
SharePoint is a part of his overall
Enterprise Technology Plan
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
#SPTechCon @RHarbridge
Before we begin…
#SPTechCon @RHarbridge
Let’s Talk About Perceptions
#SPTechCon @RHarbridge
#SPTechCon @RHarbridge
People See Different Things
#SPTechCon @RHarbridge
Perceptions Impact Motivation
• Acceptance
• Curiosity
• Hunger
• Family
• Honour
• Idealism
• Inde...
#SPTechCon @RHarbridge
Two Key Groups Must Buy In and
Have The Right Expectations
IT Services Decision Makers
#SPTechCon @RHarbridge
What is the most important thing to
IT Services?
COST OF
OWNERSHIP
#SPTechCon @RHarbridge
What are some ways we can
convince IT Services?
#BPC11 @RHarbridge
The Main Point of Implementing SharePoint:
 SharePoint eventually allows Business Users to
develop and...
#BPC11 @RHarbridge
When I Say “SharePoint Integration”
You Probably Think Of This...
Secondary (But Important) Points:
 S...
#BPC11 @RHarbridge
The Reality:
 IT struggles with supporting another technology.
SharePoint and IT
#SPTechCon @RHarbridge
Information
Search
Collaboration
ManagementControl
Process
InformationInformationInformationInforma...
#SPTechCon @RHarbridge
Information
Search
Collaboration
Management
Control
ProcessForms Services
Business
Intelligence
Per...
#SPTechCon @RHarbridge
What is the most important thing to
Decision Makers?
Add Value
To Business
#SPTechCon @RHarbridge
What are some ways we can
convince Decision Makers?
#SPTechCon @RHarbridge
Add Value (Decision Makers)
The Biggest Point to Share is:
 SharePoint can help achieve business o...
#SPTechCon @RHarbridge
Prioritize and Plan
#SPTechCon @RHarbridge
Map Solutions to Objectives
Centralize
Knowledge and
Resources
Enhance
Collaboration
Automate and
I...
#SPTechCon @RHarbridge
What’s the expectation
we have to set?
It Takes
Time
#SPTechCon @RHarbridge
SharePoint Solutions (Evolution)
*Super Simplified
Business
Intelligence
Driven
Business
Process Dr...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
#SPTechCon @RHarbridge
How do we get here?
 Show expected cost and return over multiple time periods.
 Remember to ‘discount’ values to account for cost of capital...
#SPTechCon @RHarbridge
Evaluating with Real Options Analysis
#SPTechCon @RHarbridge
Evaluating with Monte Carlo Analysis
#SPTechCon @RHarbridge
This is kind
of boring…
There are different ways of
calculating ROI
#SPTechCon @RHarbridge
There are really only two
ways of using ROI
1. For Prioritization
2. To Improve Return
#SPTechCon @RHarbridge
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can
do it!
1. For Priorit...
#SPTechCon @RHarbridge
Examples
 I have a difficult requirement. It’s an 8 in difficulty (out of 10).
 I have an easy re...
#SPTechCon @RHarbridge
ROI (traditionally) Measures
Financial Impact
2. To Improve Return
#SPTechCon @RHarbridge
ROI analysis often misses 'non-financial
impact’ or ‘increased potential’
Website/Intranet Visitors...
#SPTechCon @RHarbridge
Example of
Non-Financial Measurement
2. To Improve Return
#SPTechCon @RHarbridge
IS
Use them.
#SPTechCon @RHarbridge
SharePoint Deployment Planning
Services (SDPS)
https://www.partnersdps.com/Pages/ToolsSupport.aspx
MEASURE
THE RIGHT
THING
#SPTechCon @RHarbridge
#SPTechCon @RHarbridge
What you don’t want.
Don’t lose perspective.
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
#SPTechCon @RHarbridge
What is Governance?
GOVERNANCE
IS REQUIRED
#SPTechCon @RHarbridge
Without effective governance
organization, performance, and
capability are significantly
reduced.
W...
#SPTechCon @RHarbridge
Without Governance
#SPTechCon @RHarbridge
So how do we do it?
#SPTechCon @RHarbridge
Teamwork is Key
There are typically 5 teams for SharePoint Governance:
 Business Strategy Team
 I...
#SPTechCon @RHarbridge
Alternative Teams
If the organization or implementation is small enough you might
only need to star...
Identify patterns.
Plan for patterns.
Execute patterns.
#SPTechCon @RHarbridge
I think I see
a Pattern.
#SPTechCon @RHarbridge
Executing Governance
#SPTechCon @RHarbridge
No Single “Approach”
Projects
Tasks
Communities
Practices
 Aggregate/Reference Document or Site
(Contains all SharePoint Info – Single Point of Reference)
 Objectives/Priorities
...
#SPTechCon @RHarbridge
 Utilized by Business Users to develop and implement business solutions that use
technology withou...
#SPTechCon @RHarbridge
 Objectives/Priorities
 Disaster Recovery Plan
 Storage and Quota Policies
 Monitoring Plans
 ...
#SPTechCon @RHarbridge
 Objectives/Priorities
 Branding Guide
 SharePoint Designer Policy
 Workflow Policy
 Developme...
#SPTechCon @RHarbridge
 Objectives/Priorities
 Site Classification and Platform Classification
 Site Provisioning Proce...
#SPTechCon @RHarbridge
 User Lifecycle Policy
 Taxonomy Management
 Social Policies
 Content Standards
 Legal and Com...
#SPTechCon @RHarbridge
IS
Use them.
#SPTechCon @RHarbridge
Governance Checklist
#SPTechCon @RHarbridge
TechNet, Community and More..
#SPTechCon @RHarbridge
are
Use them.
#SPTechCon @RHarbridge
Home Page
Functional Areas
Department Site –
“Public”
Department Team Site – “Private”
Project/Init...
#SPTechCon @RHarbridge
ITIL Framework
COBIT Framework
Microsoft Operations Framework (MOF)
#SPTechCon @RHarbridge
With Governance
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
#SPTechCon @RHarbridge
What is the best approach for
SharePoint Implementations?
ITERATIVE
APPROACH
#SPTechCon @RHarbridge
Why Iterative?
 SharePoint is a very large platform.
 It takes time to understand SharePoint.
 S...
#SPTechCon @RHarbridge
Opportunistic Driven Learning
Image from Paul Culmsee
#SPTechCon @RHarbridge
Image from Paul Culmsee
Opportunistic Driven Learning
#SPTechCon @RHarbridge
Support Planning
#SPTechCon @RHarbridge
Don’t forget you aren’t superman.
(Sorry Joe)
#SPTechCon @RHarbridge
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learnin...
#SPTechCon @RHarbridge
Measure Support
Learn and use data to be proactive.
#SPTechCon @RHarbridge
Diversify Support
resources/mediums
 Books and Manuals
 Online
 MSDN
 TechNet
 Blogs
 Cheat S...
#SPTechCon @RHarbridge
Avoid too much too fast.
Keep it simple.
It’s like learning to drive.
#SPTechCon @RHarbridge
IS
Use them.
#SPTechCon @RHarbridge
Productivity Hub
#SPTechCon @RHarbridge
IUseSharePoint
Download and install the ‘lunch’ and learn module - an interesting idea.
#SPTechCon @RHarbridge
Support Tip…
RESPOND
You never want to give the IT busy
signal, or support busy signal.
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
#SPTechCon @RHarbridge
How do we get successful
User Adoption?
USERS MUST
UNDERSTAND
THE VALUE
#SPTechCon @RHarbridge
Successful User Adoption Requires…
#SPTechCon @RHarbridge
Do a video like this one…
#SPTechCon @RHarbridge
High Availability, Mobility and
Accessibility also lead to better
User Adoption!
SharePoint Workspa...
#SPTechCon @RHarbridge
Create an Identity and Brand
Branding should make it easier, and more effective.
Consistency Across...
#SPTechCon @RHarbridge
Make it Fun!
Hold Contests, Scavenger Hunts and Other Activities
#SPTechCon @RHarbridge
Reward super users with
achievements.
Then promote the desire to get rewards.
#SPTechCon @RHarbridge
Create a SharePoint Showcase
Where users submit and show off
their SharePoint “Solutions”
Good Idea!
#SPTechCon @RHarbridge
Make it easier to work with
#SPTechCon @RHarbridge
Make it easier to work with
Powerful Columns You Probably Didn’t Know About
#SPTechCon @RHarbridge
Make it easier to work with
Why Leveraging SharePoint Blog Features for News is a Great Idea
#SPTechCon @RHarbridge
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
#SPTechCon @RHarbridge
What about New Work & Growth?
#SPTechCon @RHarbridge
Know your limits
#SPTechCon @RHarbridge
Grow your team
#SPTechCon @RHarbridge
Know your team and needs
 Developers(s)
 Administrators(s)
 Architect(s)
 Business Analyst(s)
...
#SPTechCon @RHarbridge
Cultivate new work!
It’s a good thing.
This boosts user adoption!
(More functionality and dependenc...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Tec...
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
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SPTechCon
The SharePoint
Technology Conference
SPTechCon
The SharePoint
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SPTechCon
The SharePoint
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SPTechCon - San Francisco - 7 SharePoint Success Factors

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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.
  • 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.
  • Dependency 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
  • Transcript of "SPTechCon - San Francisco - 7 SharePoint Success Factors"

    1. 1. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference The Seven Most Important SharePoint Success Factors #SPTechCon @RHarbridge Presented By: Richard Harbridge
    2. 2. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Who am I?
    3. 3. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Understanding the Non Technical Is necessary to avoid poor…  Shared Understanding of Requirements/Needs  Knowledge around Limitations of the Software (When to use it/When not to)  Estimation of Effort and Schedule Accuracy The Biggest Reasons SharePoint Projects Fail?
    4. 4. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Our Goal Today… From Here To Here
    5. 5. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference
    6. 6. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference
    7. 7. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Understanding the ‘Why’ and Making a Decision
    8. 8. #SPTechCon @RHarbridge Meet Joe Hi!
    9. 9. #SPTechCon @RHarbridge At Joe’s Company…
    10. 10. #SPTechCon @RHarbridge Decision Makers don’t have Enough Information
    11. 11. #SPTechCon @RHarbridge The CFO needs to Reduce Costs
    12. 12. #SPTechCon @RHarbridge IT Services Struggles to Keep Up
    13. 13. #SPTechCon @RHarbridge People Are Having Trouble Finding What They Need And
    14. 14. #SPTechCon @RHarbridge So Joe has an Idea!
    15. 15. #SPTechCon @RHarbridge Since… Awesome! Not as awesome.
    16. 16. #SPTechCon @RHarbridge And Everyone in Joe’s Company uses Microsoft Office…
    17. 17. #SPTechCon @RHarbridge SharePoint is the Perfect Fit!
    18. 18. #SPTechCon @RHarbridge
    19. 19. #SPTechCon @RHarbridge Map the needs of the organization to the right technology…
    20. 20. #SPTechCon @RHarbridge Perform in depth product comparisons and evaluations
    21. 21. Like this one… Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
    22. 22. This is important as Microsoft alone has a quite a few… • Dynamics AX • Dynamics CRM • Dynamics GP • Dynamics NAV • Dynamics POS • Dynamics RMS • Dynamics SL
    23. 23. SharePoint is not a Silver Bullet… SharePoint is not a Silver Bullet at NothingButSharePoint.com
    24. 24. #SPTechCon @RHarbridge Foundation Standard Enterprise Even SharePoint has multiple options 2007 2010 Online On Site
    25. 25. It’s Big Ecosystem
    26. 26. #SPTechCon @RHarbridge It’s not just a feature to feature comparison People Process Technology
    27. 27. #SPTechCon @RHarbridge So Joe does all that good research and…
    28. 28. #SPTechCon @RHarbridge SharePoint is a part of his overall Enterprise Technology Plan
    29. 29. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference The Outcome Within the overall enterprise technology plan SharePoint meets specific business needs.
    30. 30. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference What to watch out for… We have to define our needs carefully if we want to pick the right technology.
    31. 31. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Achieving Buy In and Setting Expectations
    32. 32. #SPTechCon @RHarbridge Before we begin…
    33. 33. #SPTechCon @RHarbridge Let’s Talk About Perceptions
    34. 34. #SPTechCon @RHarbridge
    35. 35. #SPTechCon @RHarbridge People See Different Things
    36. 36. #SPTechCon @RHarbridge Perceptions Impact Motivation • Acceptance • Curiosity • Hunger • Family • Honour • Idealism • Independence • Order • Physical Activity • Power • Attractiveness • Saving • Social Contact • Status • Security • Vengeance
    37. 37. #SPTechCon @RHarbridge Two Key Groups Must Buy In and Have The Right Expectations IT Services Decision Makers
    38. 38. #SPTechCon @RHarbridge What is the most important thing to IT Services?
    39. 39. COST OF OWNERSHIP
    40. 40. #SPTechCon @RHarbridge What are some ways we can convince IT Services?
    41. 41. #BPC11 @RHarbridge 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. SharePoint and IT
    42. 42. #BPC11 @RHarbridge When I Say “SharePoint Integration” You Probably Think Of This... Secondary (But Important) Points:  SharePoint’s integration with technologies you already use and it’s extendibility are invaluable. SharePoint and IT
    43. 43. #BPC11 @RHarbridge The Reality:  IT struggles with supporting another technology. SharePoint and IT
    44. 44. #SPTechCon @RHarbridge Information Search Collaboration ManagementControl Process InformationInformationInformationInformation Explain Information Overload
    45. 45. #SPTechCon @RHarbridge Information Search Collaboration Management Control ProcessForms Services Business Intelligence Personalization Records Management Information Search Collaboration ManagementControl Process Explain Platform Benefits
    46. 46. #SPTechCon @RHarbridge What is the most important thing to Decision Makers?
    47. 47. Add Value To Business
    48. 48. #SPTechCon @RHarbridge What are some ways we can convince Decision Makers?
    49. 49. #SPTechCon @RHarbridge Add Value (Decision Makers) The Biggest Point to Share is:  SharePoint can help achieve business objectives by improving productivity, reducing waste, and improving visibility to help drive better decision making. The Reality:  Business Objectives are often not specific enough to be achievable.  It takes time and investment to reach the point all managers and executives want.
    50. 50. #SPTechCon @RHarbridge Prioritize and Plan
    51. 51. #SPTechCon @RHarbridge Map Solutions to Objectives Centralize Knowledge and Resources Enhance Collaboration Automate and Improve Business Processes Enhance Governance Model Reduce Redundancy and Improve Efficiency Adjust Site Structure and Taxonomy      Migrate File Shares     Create Dashboards      Implement Workflow Solutions     Configure Search Services      Branding      Direct Relationship  Indirect Relationship * Objectives/solutions should be more specific – Example purposes only.
    52. 52. #SPTechCon @RHarbridge What’s the expectation we have to set?
    53. 53. It Takes Time
    54. 54. #SPTechCon @RHarbridge SharePoint Solutions (Evolution) *Super Simplified Business Intelligence Driven Business Process Driven Collaboration Driven Information Driven Communication Collaboration Workflow/ Auditing Reporting Dashboards
    55. 55. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference The Outcome Joe has achieved momentum and buy in.
    56. 56. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference What to watch out for… Joe must carefully manage expectations and maintain the momentum.
    57. 57. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Determining and Supporting ROI
    58. 58. #SPTechCon @RHarbridge How do we get here?
    59. 59.  Show expected cost and return over multiple time periods.  Remember to ‘discount’ values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future. Evaluating With Discounted Cash Flow
    60. 60. #SPTechCon @RHarbridge Evaluating with Real Options Analysis
    61. 61. #SPTechCon @RHarbridge Evaluating with Monte Carlo Analysis
    62. 62. #SPTechCon @RHarbridge This is kind of boring… There are different ways of calculating ROI
    63. 63. #SPTechCon @RHarbridge There are really only two ways of using ROI 1. For Prioritization 2. To Improve Return
    64. 64. #SPTechCon @RHarbridge The Simplest ROI Formula Ever Estimated Value Estimated Difficulty Even I can do it! 1. For Prioritization
    65. 65. #SPTechCon @RHarbridge Examples  I have a difficult requirement. It’s an 8 in difficulty (out of 10).  I have an easy requirement. It’s a 2 in difficulty (out of 10).  The expected value of the difficult requirement is 4 (out of 10).  The expected value of the easy requirement is 6 (out of 10). Estimated Value Estimated Difficulty 1. For Prioritization
    66. 66. #SPTechCon @RHarbridge ROI (traditionally) Measures Financial Impact 2. To Improve Return
    67. 67. #SPTechCon @RHarbridge ROI analysis often misses 'non-financial impact’ or ‘increased potential’ Website/Intranet Visitors Increased Connections User Complaints Improved Morale Improved Skills Improved Know-How Innovation Better Reputation Employment Applications Click-throughs Comments Positive Word of Mouth Negative Word of Mouth Improved Relationships 2. To Improve Return
    68. 68. #SPTechCon @RHarbridge Example of Non-Financial Measurement 2. To Improve Return
    69. 69. #SPTechCon @RHarbridge IS Use them.
    70. 70. #SPTechCon @RHarbridge SharePoint Deployment Planning Services (SDPS) https://www.partnersdps.com/Pages/ToolsSupport.aspx
    71. 71. MEASURE THE RIGHT THING
    72. 72. #SPTechCon @RHarbridge
    73. 73. #SPTechCon @RHarbridge What you don’t want. Don’t lose perspective.
    74. 74. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference The Outcome Joe is measuring effort effectively to better prioritize or to improve return on investment.
    75. 75. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference What to watch out for… Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.
    76. 76. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Implementing Successful Governance
    77. 77. #SPTechCon @RHarbridge What is Governance?
    78. 78. GOVERNANCE IS REQUIRED
    79. 79. #SPTechCon @RHarbridge Without effective governance organization, performance, and capability are significantly reduced. What does that mean?
    80. 80. #SPTechCon @RHarbridge Without Governance
    81. 81. #SPTechCon @RHarbridge So how do we do it?
    82. 82. #SPTechCon @RHarbridge Teamwork is Key There are typically 5 teams for SharePoint Governance:  Business Strategy Team  Initiatives/Technical Strategy Team  Tactical Teams:  Tactical Operations Team  Tactical Development Team  Tactical Support Team The 5 Teams You Need For Effective SharePoint Governance
    83. 83. #SPTechCon @RHarbridge Alternative Teams If the organization or implementation is small enough you might only need to start with two and break them apart as you mature/grow.  Tactical Team  Operations  Development  Support  Strategy Team  Business  Technical
    84. 84. Identify patterns. Plan for patterns. Execute patterns.
    85. 85. #SPTechCon @RHarbridge I think I see a Pattern.
    86. 86. #SPTechCon @RHarbridge Executing Governance
    87. 87. #SPTechCon @RHarbridge No Single “Approach” Projects Tasks Communities Practices
    88. 88.  Aggregate/Reference Document or Site (Contains all SharePoint Info – Single Point of Reference)  Objectives/Priorities (Tech/Business) Governance Outcomes
    89. 89. #SPTechCon @RHarbridge  Utilized by Business Users to develop and implement business solutions that use technology without IT’s direct involvement.  Our primary unified application delivery platform.  Our primary workflow/business process automation platform.  Our intranet and communication center for internal corporate communications.  … SharePoint will be…  Our (external) web content management platform.  Our primary document management platform.  Our contact management platform.  … SharePoint will not be…
    90. 90. #SPTechCon @RHarbridge  Objectives/Priorities  Disaster Recovery Plan  Storage and Quota Policies  Monitoring Plans  Maintenance Plans  Service Level Agreements  Security Policies  Deployment Process, Policies, and Schedule Operations Outcomes
    91. 91. #SPTechCon @RHarbridge  Objectives/Priorities  Branding Guide  SharePoint Designer Policy  Workflow Policy  Development Standards (Including OOTB vs Custom)  Development Environment Policy  Testing Requirements  Deployment Process, Policies, and Schedule Development Outcomes SharePoint Standards Online
    92. 92. #SPTechCon @RHarbridge  Objectives/Priorities  Site Classification and Platform Classification  Site Provisioning Process/Questionnaire  User Expectations Agreement  Roles and Responsibilities  Support Agreement(s)  Training and Communication Plans  MySite Policies (Pictures)… Support Outcomes
    93. 93. #SPTechCon @RHarbridge  User Lifecycle Policy  Taxonomy Management  Social Policies  Content Standards  Legal and Compliance Policy  Search Management Support Outcomes SharePoint Standards Online
    94. 94. #SPTechCon @RHarbridge IS Use them.
    95. 95. #SPTechCon @RHarbridge Governance Checklist
    96. 96. #SPTechCon @RHarbridge TechNet, Community and More..
    97. 97. #SPTechCon @RHarbridge are Use them.
    98. 98. #SPTechCon @RHarbridge Home Page Functional Areas Department Site – “Public” Department Team Site – “Private” Project/Initiative Team Sites Personal Sites– My Sites “PUBLIC” SITES: Open to all employees TEAM SITES: Generally open to team members Tightly controlled, formal governance Looser control, less formal governance Some control, some formal governance “PRIVATE” SITES: Open to business group members Define Governance Control Levels
    99. 99. #SPTechCon @RHarbridge ITIL Framework
    100. 100. COBIT Framework
    101. 101. Microsoft Operations Framework (MOF)
    102. 102. #SPTechCon @RHarbridge With Governance
    103. 103. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference The Outcome Everyone Achieves a Shared Understanding of SharePoint Related Processes
    104. 104. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference What to watch out for… Not just documents, policies, and procedures. It is an active and ongoing process.
    105. 105. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Approaching and Supporting SharePoint
    106. 106. #SPTechCon @RHarbridge What is the best approach for SharePoint Implementations?
    107. 107. ITERATIVE APPROACH
    108. 108. #SPTechCon @RHarbridge Why Iterative?  SharePoint is a very large platform.  It takes time to understand SharePoint.  SharePoint is great for rapid prototyping, and for proof of concept work.  It ensures there is enough time to review, adjust, and communicate.
    109. 109. #SPTechCon @RHarbridge Opportunistic Driven Learning Image from Paul Culmsee
    110. 110. #SPTechCon @RHarbridge Image from Paul Culmsee Opportunistic Driven Learning
    111. 111. #SPTechCon @RHarbridge Support Planning
    112. 112. #SPTechCon @RHarbridge Don’t forget you aren’t superman. (Sorry Joe)
    113. 113. #SPTechCon @RHarbridge Multiple Tiers for Escalation Tactical Support Team Help Desk Site Administrators End Users Learning Libraries/Online/Help (You can’t know everything)
    114. 114. #SPTechCon @RHarbridge Measure Support Learn and use data to be proactive.
    115. 115. #SPTechCon @RHarbridge Diversify Support resources/mediums  Books and Manuals  Online  MSDN  TechNet  Blogs  Cheat Sheets  One on One  Classroom Training  Forums  Help  Etc
    116. 116. #SPTechCon @RHarbridge Avoid too much too fast. Keep it simple. It’s like learning to drive.
    117. 117. #SPTechCon @RHarbridge IS Use them.
    118. 118. #SPTechCon @RHarbridge Productivity Hub
    119. 119. #SPTechCon @RHarbridge IUseSharePoint Download and install the ‘lunch’ and learn module - an interesting idea.
    120. 120. #SPTechCon @RHarbridge Support Tip…
    121. 121. RESPOND You never want to give the IT busy signal, or support busy signal.
    122. 122. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference The Outcome SharePoint is supported effectively.
    123. 123. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference What to watch out for… The training and support can be costly in time and resources.
    124. 124. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Improved User Adoption
    125. 125. #SPTechCon @RHarbridge How do we get successful User Adoption?
    126. 126. USERS MUST UNDERSTAND THE VALUE
    127. 127. #SPTechCon @RHarbridge Successful User Adoption Requires…
    128. 128. #SPTechCon @RHarbridge Do a video like this one…
    129. 129. #SPTechCon @RHarbridge High Availability, Mobility and Accessibility also lead to better User Adoption! SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More
    130. 130. #SPTechCon @RHarbridge Create an Identity and Brand Branding should make it easier, and more effective. Consistency Across User Environments Modify Provisioned Site (or Templates) Based on Need
    131. 131. #SPTechCon @RHarbridge Make it Fun! Hold Contests, Scavenger Hunts and Other Activities
    132. 132. #SPTechCon @RHarbridge Reward super users with achievements. Then promote the desire to get rewards.
    133. 133. #SPTechCon @RHarbridge Create a SharePoint Showcase Where users submit and show off their SharePoint “Solutions” Good Idea!
    134. 134. #SPTechCon @RHarbridge Make it easier to work with
    135. 135. #SPTechCon @RHarbridge Make it easier to work with Powerful Columns You Probably Didn’t Know About
    136. 136. #SPTechCon @RHarbridge Make it easier to work with Why Leveraging SharePoint Blog Features for News is a Great Idea
    137. 137. #SPTechCon @RHarbridge
    138. 138. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference The Outcome SharePoint is successfully adopted by a large enough group of users to be deemed successful.
    139. 139. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference What to watch out for… The build it they will come approach will not work alone.
    140. 140. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Planning for New Work and Growth
    141. 141. #SPTechCon @RHarbridge What about New Work & Growth?
    142. 142. #SPTechCon @RHarbridge Know your limits
    143. 143. #SPTechCon @RHarbridge Grow your team
    144. 144. #SPTechCon @RHarbridge Know your team and needs  Developers(s)  Administrators(s)  Architect(s)  Business Analyst(s)  Project Manager(s)  Site Administrator(s)  Super Users(s)  Trainer(s)
    145. 145. #SPTechCon @RHarbridge Cultivate new work! It’s a good thing. This boosts user adoption! (More functionality and dependency over time)
    146. 146. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference The Outcome The SharePoint Implementation continues to grow, expand and provide more value.
    147. 147. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference What to watch out for… You need to plan support for new work/requests otherwise people will lose confidence.
    148. 148. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference 1. Understanding the ‘Why’ & Making a Decision 2. Achieving Buy In and Setting Expectations 3. Determining and Supporting ROI 4. Implementing Successful Governance 5. Approaching and Supporting SharePoint 6. Improving User Adoption 7. Planning for New Work and Growth 1. Understand Business Needs and Map to Them 2. Share Alignment, Vision and Expectations 3. Use Measurements to Improve and Return More 4. Use Team Work And Execute With Patterns 5. Be Iterative, Leverage Everyone, and Respond 6. Share the Value and Successes 7. Manage your Capability and Priorities Success Factors…
    149. 149. SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference SPTechCon The SharePoint Technology Conference Questions? Ideas? Feedback? Contact me:  Twitter: @RHarbridge  Blog: http://www.RHarbridge.com  Email: Richard@RHarbridge.com  Resources: 700+ SharePoint IA Slides at.. PracticalIntranet.com 130+ SharePoint Standards at.. SPStandards.com 15 Pages of Important Questions at.. SharePointDiagnostics.com Thank You Organizers, Sponsors and You for Making this Possible.
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