• Like

Loading…

Flash Player 9 (or above) is needed to view presentations.
We have detected that you do not have it on your computer. To install it, go here.

  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Be the first to comment
No Downloads

Views

Total Views
1,581
On Slideshare
0
From Embeds
0
Number of Embeds
3

Actions

Shares
Downloads
79
Comments
0
Likes
5

Embeds 0

No embeds

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
    No notes for slide
  • 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. 
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • Meaning to re-work slide – for HR onboarding example.
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • 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.
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • Understanding the ‘Why’ & Making a DecisionAchieving Buy In and Setting ExpectationsDetermining and Supporting ROIImplementing Successful GovernanceApproaching and Supporting SharePointImproving User AdoptionPlanning for New Work and Growth
  • 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. 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

  • 1. Succeeding With SharePointIn Seven Steps Facilitated By: Richard Harbridge #Share4Biz @RHarbridge#Share4Biz @RHarbridge
  • 2. My Name Is Richard Harbridge…
  • 3. Our Goal Today… From Here To Here
  • 4. Seven Steps For Success…
  • 5. Seven Steps For Success…
  • 6. Meet Joe Hi!
  • 7. At Joe‟s Company…
  • 8. Decision Makers don‟t haveEnough Information
  • 9. The CFO needs to Reduce Costs
  • 10. IT Services Struggles toKeep Up
  • 11. AndPeople Are Having TroubleFinding What They Need
  • 12. So Joe has an Idea!
  • 13. We can solve our problemswith technology!
  • 14. Since… Drupal Not as Awesome! awesome.
  • 15. And Everyone in Joe‟s Companyuses Microsoft Office…
  • 16. SharePoint is the Perfect Fit!
  • 17. Map the needs of theorganization to the righttechnology…
  • 18. This is important as Microsoftalone has a quite a few…• Dynamics CRM• Dynamics ERP Lync • Dynamics AX • Dynamics GP • Dynamics NAV Exchange • Dynamics SL
  • 19. SharePoint is not a Silver Bullet… SharePoint is not a Silver Bullet at NothingButSharePoint.com
  • 20. Even SharePoint has multipleoptions 2013 Foundation Foundation 2010 Standard Standard Online On Enterprise Enterprise Site
  • 21. It‟s Big Ecosystem…
  • 22. It‟s not just a feature tofeature comparison…
  • 23. So Joe does all that goodresearch and…
  • 24. SharePoint Is Part Of His OverallEnterprise Technology Plan
  • 25. The OutcomeWithin the overall enterprise technologyplan SharePoint meets specific businessneeds.
  • 26. What to watch out for…We have to define our needs carefullyif we want to pick the right technology.
  • 27. Seven Steps For Success…
  • 28. Before we begin…
  • 29. Let‟s Talk About Perceptions
  • 30. People See Different Things
  • 31. Perceptions Impact Motivation • Acceptance • Physical Activity • Curiosity • Power • Hunger • Attractiveness • Family • Saving • Honour • Social Contact • Idealism • Status • Independence • Security • Order • Vengeance
  • 32. Two Key Groups Must Buy In andHave The Right Expectations IT Services Decision Makers
  • 33. What is the most important thingto IT Services?
  • 34. Cost OfOwnership
  • 35. What are some ways we canconvince IT Services?
  • 36. SharePoint and ITThe Main Point of Implementing SharePoint: SharePoint eventually allows Business Users to develop and implement business solutions that use technology without IT‟s direct involvement.
  • 37. SharePoint and ITSecondary (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...
  • 38. SharePoint and ITThe Reality: IT struggles with supporting another technology.
  • 39. Information Overload Search Process Collaboration Information Information Information Information Information Control Management
  • 40. Explain Platform Benefits Search Process Collaboration Information Control Management
  • 41. Explain Platform Benefits Search Search Records Records Management Management Collaboration Collaboration Personalization Personalization Document Document Management Management Information Business Business Control Control Intelligence Intelligence Forms Forms Services Process Process
  • 42. What is the most important thingto Decision Makers?
  • 43. Add Value To Business
  • 44. What are some ways we canconvince Decision Makers?
  • 45. Add Value (Decision Makers)The Biggest Point to Share is: SharePoint can help achieve business objectives by improving productivity, reducing waste, etc.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.
  • 46. Prioritize and Plan
  • 47. HR Onboarding Solutions• Onboarding Workflow• Onboarding Electronic Forms• Integration with HRIS• New Employee Site
  • 48. Map Solutions to Objectives Direct Relationship  Indirect Relationship Automate and Automate and Automate and Centralize Improve HR Provide HR Self Improve HR Improve Absence Knowledge and Employee File Service Onboarding Management Resources ManagementAdjust SiteStructure    OnboardingWorkflow  OnboardingElectronic Forms   Integration WithHRIS     New Employee Site     Document CaptureAutomation   * Objectives/solutions should be more specific – Example purposes only.
  • 49. What‟s the expectationwe have to set?
  • 50. It Takes Time
  • 51. SharePoint Solutions (Evolution) Business Information Collaboration Business Process Intelligence Driven Driven Driven Driven Reporting Workflow/Communication Collaboration Auditing Dashboards*Super Simplified
  • 52. The OutcomeJoe achieved momentum and buy inby ensuring stakeholders have a sharedunderstanding of SharePoint value.
  • 53. What to watch out for…Joe must carefully manage expectationsand maintain the momentum.
  • 54. Seven Steps For Success…
  • 55. How do we get here?
  • 56. Evaluating With Discounted Cash Flow 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.
  • 57. Evaluating with Real OptionsAnalysis
  • 58. Evaluating with Monte CarloAnalysis
  • 59. There are different ways ofcalculating ROI… This is kind of boring…
  • 60. There are really only two waysof using ROI… 1. For Prioritization 2. To Improve Return
  • 61. 1. For PrioritizationThe Simplest ROI Formula Ever Estimated Even I can Value do it! Estimated Difficulty
  • 62. 1. For Prioritization 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
  • 63. 2. To Improve ReturnROI (traditionally) MeasuresFinancial Impact
  • 64. 2. To Improve ReturnROI analysis often misses non-financial impact‟ or „increasedpotential‟ Improved Relationships Website/Intranet Visitors Improved Know-How User Complaints Improved Morale Improved SkillsPositive Word of Mouth Increased Innovation Click-throughs Connections Employment Applications Comments Negative Word of Mouth Better Reputation
  • 65. 2. To Improve ReturnExample ofNon-Financial Measurement
  • 66. MEASURE THERIGHT THING
  • 67. The OutcomeJoe is measuring effort effectively tobetter prioritize or to improve return oninvestment.
  • 68. What to watch out for…Fear of bad estimation leading to notestimating at all. Vaguely right is betterthan precisely wrong.
  • 69. Seven Steps For Success…
  • 70. What is Governance?
  • 71. GOVERNANCEIS REQUIRED
  • 72. What does that mean?Without effective governance; organization,performance, and capability aresignificantly reduced.
  • 73. Without Governance
  • 74. So how do we do it?
  • 75. Teamwork is KeyThere 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
  • 76. Identify patterns.Plan for patterns.Execute patterns.
  • 77. I think I seea Pattern.
  • 78. Executing Governance
  • 79. No Single “Approach” Projects Communities Tasks Practices
  • 80. Governance Outcomes Aggregate/Reference Document or Site (Contains all SharePoint Info – Single Point of Reference) Objectives/Priorities (Tech/Business)
  • 81. SharePoint will be… 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 not be… Our (external) web content management platform. Our primary document management platform. Our contact management platform.
  • 82. Operations Outcomes Objectives/Priorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies SharePoint Deployment Process, Policies, and Schedule Governance Documents
  • 83. Development Outcomes Objectives/Priorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements SharePoint Deployment Process, Policies, and Schedule Standards Online
  • 84. Support Outcomes Objectives/Priorities Site Classification and Platform Classification Site Provisioning Process/Questionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans SharePoint MySite Policies (Pictures)… Governance Documents
  • 85. Support Outcomes User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management SharePoint Standards Online
  • 86. With Governance
  • 87. The OutcomeEveryone Achieves a Shared Understandingof SharePoint Related Processes
  • 88. What to watch out for…Not just documents, policies, andprocedures. It is an active andongoing process.
  • 89. Seven Steps For Success…
  • 90. What is the best approach forSharePoint Implementations?
  • 91. ITERATIVEAPPROACH
  • 92. 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.
  • 93. Support Planning
  • 94. SharePoint Can Be Difficult These Documents Are Checked Out!
  • 95. SharePoint Can Be Intrusive Doug Just Edited A Document! You Have A New ColleagueDoug Just Bob Deleted In SharePointSigned You A Document!Up For An John Just Alert! Added You To A Site! Sally Just Edited A Document!
  • 96. Don‟t forget you aren‟tsuperman. (Sorry Joe)
  • 97. Multiple Tiers for EscalationYou can‟t know everything. Tactical Support Team Help Desk Site Administrators End Users Learning Libraries/Online/Help
  • 98. Measure SupportLearn and use data to be proactive.
  • 99. Diversify Supportresources/mediums Books and Manuals Online  MSDN  Forums  TechNet  Help  Blogs  Etc Cheat Sheets One on One Classroom Training
  • 100. Avoid too much too fast.Keep it simple.It‟s like learning to drive.
  • 101. ISUse them.
  • 102. Productivity Hub
  • 103. Support Tip…
  • 104. RESPONDYou never want to give the IT busy signal, or support busy signal.
  • 105. The OutcomeSharePoint is supported effectively.
  • 106. What to watch out for…The training and support can becostly in time and resources.
  • 107. Seven Steps For Success…
  • 108. How do we get successfulUser Adoption?
  • 109. USERS MUSTUNDERSTAND THE VALUE
  • 110. Successful User AdoptionRequires…
  • 111. Do a video like this one… Adoption Activities Listing
  • 112. High Availability, Mobility andAccessibility also lead to betterUser Adoption! Adoption Activities Listing
  • 113. Create an Identity and BrandConsistency AcrossUser Environments Modify Provisioned Site (or Templates) Based on Need AdoptionBranding should make it easier to use. Activities Listing
  • 114. Make it Fun! AdoptionHold Contests, Scavenger Hunts, and ActivitiesOther Activities Listing
  • 115. Reward super users withachievements. AdoptionThen promote the desire to get rewards. Activities Listing
  • 116. Create a SharePoint Showcase Good Idea!Where users submit and show off Adoptiontheir SharePoint “Solutions” Activities Listing
  • 117. Make it easier to work with…
  • 118. Make it easier to work with… Powerful Columns You Probably Didn‟t Know About
  • 119. Make it easier to work with… Why Leveraging SharePoint Blog Features for News is a Great Idea
  • 120. The OutcomeSharePoint is successfully adopted by alarge enough group of users to be deemedsuccessful.
  • 121. What to watch out for…The build it they will comeapproach will not work alone.
  • 122. Seven Steps For Success…
  • 123. What about New Work &Growth?
  • 124. Spend time in advance building achannel for new work
  • 125. Know your limits
  • 126. Grow your team
  • 127. 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)
  • 128. Cultivate new work!It‟s a good thing.This boosts user adoption!(More functionality and dependency over time)
  • 129. The OutcomeThe SharePoint Implementation continues togrow, expand and provide more value.
  • 130. What to watch out for…You need to plan support for newwork/requests otherwise peoplewill lose confidence.
  • 131. Seven Steps For Success…
  • 132. Seven Steps For Success…Key: UnderstandBusiness Needs& Map To Them
  • 133. Seven Steps For Success… Key: Share Alignment, Vision & Expectations
  • 134. Seven Steps For Success… Key: Measure To Improve & Return More
  • 135. Seven Steps For Success… Key: Use Team Work & Execute With Patterns
  • 136. Seven Steps For Success… Key: Be Iterative, Leverage Others, & Respond
  • 137. Seven Steps For Success… Key: Share The Value & Successes
  • 138. Seven Steps For Success… Key: Manage Your Capabilities & Priorities
  • 139. A Step In The Right DirectionThank you to all sponsors, organizers, and you for making this possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: Richard@RHarbridge.com Resources: 50+ User Adoption Activities Adoption Activities 130+ SharePoint Standards SPStandards.com 35+ Governance Documents Governance Documents 80+ Downloadable Presentations SlideShare.com/RHarbridge