Your SlideShare is downloading. ×
0

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

The Seven Most Important (Non Technical) Factors for Sharepoint Success

7,334

Published on

Attached is the slidedeck that was used during my session at SharePoint Saturday DC. …

Attached is the slidedeck that was used during my session at SharePoint Saturday DC.

The stories, examples, scenarios, and wonderful input the audience shared (before, and after as well) is not contained within the slide deck, but is certainly worth mentioning here.

Published in: Technology, Business
3 Comments
20 Likes
Statistics
Notes
No Downloads
Views
Total Views
7,334
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
541
Comments
3
Likes
20
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. 
  • 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
  • Transcript

    • 1. The Seven Most Important Non Technical SharePoint Success Factors
      Starring: Joe!
      For Project Managers
      For Developers
      For Business Analysts
      For Architects
      w/ Richard Harbridge
      For Administrators
      @rharbridge
    • 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. Is an Independan
      • 8. Loves Communities
      • 9. Loves Technology
      • 10. Loves Speaking
      @rharbridge
      Blah blahblahblahblah
    • 11. Understanding the Non Technical
      The Biggest ReasonsSharePoint Projects Fail?
      Is necessary to avoid poor…
      • Shared Understanding of Requirements/Needs
      • 12. Knowledge around Limitations of the Software (When to use it/When not to)
      • 13. Estimation of Effort and Schedule Accuracy
    • Our Goal Today…
      From Here To Here
    • 14. 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
    • 15. Understanding the ‘Why’ and Making a Decision
    • 16. Meet Joe
      Hi!
      Richard Harbridge
      SharePoint Saturday
    • 17. At Joe’s Company…
      Richard Harbridge
      SharePoint Saturday
    • 18. Decision Makers don’t have Enough Information
      Richard Harbridge
      SharePoint Saturday
    • 19. The CFO needs to Reduce Costs
      Richard Harbridge
      SharePoint Saturday
    • 20. IT Services Struggles to Keep Up
      Richard Harbridge
      SharePoint Saturday
    • 21. And
      People Are Having Trouble Finding What They Need
      Richard Harbridge
      SharePoint Saturday
    • 22. So Joe has an Idea!
      Richard Harbridge
      SharePoint Saturday
    • 23. We can solve our problems with technology!
      Richard Harbridge
      SharePoint Saturday
    • 24. Richard Harbridge
      SharePoint Saturday
    • 25. 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
      Richard Harbridge
      SharePoint Saturday
    • 26. Even if Joe understands the needs of his workplace…
      Richard Harbridge
      SharePoint Saturday
    • 27. Technology is never
      the whole solution
      Richard Harbridge
      SharePoint Saturday
    • 28. Let’s say Joe does understand the needs of his organization
      What’s Next?
      Richard Harbridge
      SharePoint Saturday
    • 29. Research
    • 30. Joe doesn’t really like research…
      This is boring…
      Richard Harbridge
      SharePoint Saturday
    • 31. So Joe decides…
      Awesome!
      Not as awesome.
      Richard Harbridge
      SharePoint Saturday
    • 32. Since Everyone in Joe’s Company uses Microsoft Office…
      Richard Harbridge
      SharePoint Saturday
    • 33. SharePoint is the Perfect Fit!
      Richard Harbridge
      SharePoint Saturday
    • 34. Richard Harbridge
      SharePoint Saturday
    • 35. Map the needs of the organization to the right technology…
      Richard Harbridge
      SharePoint Saturday
    • 36. Perform in depth product comparisons and evaluations
      Richard Harbridge
      SharePoint Saturday
    • 37. Like this
      one…
      Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive
      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. It’s not just a feature to feature comparison
      Richard Harbridge
      SharePoint Saturday
    • 47. So Joe does all that good research and…
      Richard Harbridge
      SharePoint Saturday
    • 48. SharePoint is a part of his overall Enterprise Technology Plan
      Richard Harbridge
      SharePoint Saturday
    • 49. The Outcome
      Joe has made an educated and informed decision based on the businesses needs.
    • 50. What to watch out for…
      We have to define our needs carefully if we want to pick the right technology.
    • 51. Achieving Buy In and Setting 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. Perceptions Impact Motivation
      Richard Harbridge
      SharePoint Saturday
    • 57. Joe is on a mission.
      Richard Harbridge
      SharePoint Saturday
    • 58. Joe has to convince IT Services, the CFO and Decision Makers
      Richard Harbridge
      SharePoint Saturday
    • 59. We are going to help Joe out with an exercise!
      Thanks!
      Richard Harbridge
      SharePoint Saturday
    • 60. What is the most important thing to IT Services?
      Richard Harbridge
      SharePoint Saturday
    • 61. COST OF OWNERSHIP
    • 62. What are some ways we can convince IT Services?
      Richard Harbridge
      SharePoint Saturday
    • 63. 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.
      • 64. SharePoint’s integration is invaluable to IT.
      • 65. A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.
      Richard Harbridge
      SharePoint Saturday
    • 66. 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. What is the most important thing to Decision Makers?
      Richard Harbridge
      SharePoint Saturday
    • 73. Add Value
    • 74. What are some ways we can convince Decision Makers?
      Richard Harbridge
      SharePoint Saturday
    • 75. 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.
      • 76. Productivity gain can be difficult to measure, as can reduction in waste.
      Richard Harbridge
      SharePoint Saturday
    • 77. Buy In and Expectations Tips
      Richard Harbridge
      SharePoint Saturday
    • 78. Map Solutions to Objectives
       Direct Relationship Indirect Relationship
      Richard Harbridge
      SharePoint Saturday
    • 79. Explain Information Overload
      Information
      Information
      Information
      Information
      Richard Harbridge
      SharePoint Saturday
    • 80. Explain Scalable Architecture
      Richard Harbridge
      SharePoint Saturday
    • 81. What’s the expectationwe have to set?
      Richard Harbridge
      SharePoint Saturday
    • 82. It Takes Time
    • 83. SharePoint Solutions (Evolution)
      *Super Simplified
      Richard Harbridge
      SharePoint Saturday
    • 84. The Outcome
      Joe has achieved momentum and buy in.
    • 85. What to watch out for…
      Joe must carefully manage expectations and maintain the momentum.
    • 86. Determining and Supporting ROI
    • 87. What about this guy?
      Richard Harbridge
      SharePoint Saturday
    • 88. How do we get here?
      Richard Harbridge
      SharePoint Saturday
    • 89. METHODS FOR EVALUATING ROI
      Return on Investment
    • 90. Evaluating With Discounted Cash Flow
      • Show expected cost and return over multiple time periods.
      • 91. 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.
      Richard Harbridge
      SharePoint Saturday
    • 92. Evaluating with Real Options Analysis
      Richard Harbridge
      SharePoint Saturday
    • 93. Evaluating with Monte Carlo Analysis
      Richard Harbridge
      SharePoint Saturday
    • 94. There are different ways of calculating ROI evaluate what works best for you
      This is almost as boring as research…
      Richard Harbridge
      SharePoint Saturday
    • 95. ROI Advice and Tips
      Richard Harbridge
      SharePoint Saturday
    • 96. Excel has wonderful Formulas
      Richard Harbridge
      SharePoint Saturday
    • 97. The Simplest ROI Formula Ever
      Estimated Value
      Even I can do it!
      Estimated Difficulty
      Richard Harbridge
      SharePoint Saturday
    • 98. Examples
      • I have a difficult requirement. It’s an 8 in difficulty (out of 10).
      • 99. I have an easy requirement. It’s a 2 in difficulty (out of 10).
      • 100. The expected value of the difficult requirement is 4 (out of 10).
      • 101. The expected value of the easy requirement is 6 (out of 10).
      Estimated Value
      Estimated Difficulty
      Richard Harbridge
      SharePoint Saturday
    • 102. ROI (traditionally) Measures Financial Impact
      Richard Harbridge
      SharePoint Saturday
    • 103. 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
      Richard Harbridge
      SharePoint Saturday
    • 104. Example of Non-Financial Measurement
      Richard Harbridge
      SharePoint Saturday
    • 105. Public Statisticscan help…
      • Typical workers produce 3+ GB of data per year.
      • 106. 30% of a typical workers day is spent searching for information.
      • 107. 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
    • 108. 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.
      • 109. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.
      • 110. 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
    • 111. Break it down.
      Richard Harbridge
      SharePoint Saturday
    • 112. IS
      Use them.
      Richard Harbridge
      SharePoint Saturday
    • 113. SharePoint Deployment Planning Services (SDPS)
      https://www.partnersdps.com/Pages/ToolsSupport.aspx
      Richard Harbridge
      SharePoint Saturday
    • 114. Rapid Economic Justification Guide
      http://www.microsoft.com/business/enterprise/value.mspx
      Richard Harbridge
      SharePoint Saturday
    • 115. MEASURE THE RIGHT THING
    • 116.
    • 117. What you don’t want.
      Don’t lose perspective.
      Richard Harbridge
      SharePoint Saturday
    • 118. The Outcome
      Joe is measuring effort effectively to improve return on investment.
    • 119. What to watch out for…
      Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.
    • 120. Implementing Successful Governance
    • 121. What is Governance?
      Richard Harbridge
      SharePoint Saturday
    • 122. GOVERNANCE IS REQUIRED
    • 123. What does that mean?
      Without effective governanceorganization, performance, andcapability are significantly reduced.
      Richard Harbridge
      SharePoint Saturday
    • 124. Without Governance
      Richard Harbridge
      SharePoint Saturday
    • 125. So how do we do it?
      Richard Harbridge
      SharePoint Saturday
    • 126. Teamwork is Key
      There are typically 5 teams for SharePoint Governance:
      • Business Strategy Team
      • 127. Technical Strategy Team
      • 128. Tactical Teams:
      • 129. Tactical Operations Team
      • 130. Tactical Development Team
      • 131. Tactical Support Team
      Richard Harbridge
      SharePoint Saturday
    • 132. Identify patterns.Plan for patterns.Execute patterns.
    • 133. I think I see a Pattern.
      Richard Harbridge
      SharePoint Saturday
    • 134. Executing Governance
      Richard Harbridge
      SharePoint Saturday
    • 135. The Result:
      Richard Harbridge
      SharePoint Saturday
    • 136. Governance Documentation
      • Aggregate/Reference Document(Contains all SharePoint Info – Single Point of Reference)
      • 137. Objectives/Priorities (Tech/Business)
      Richard Harbridge
      SharePoint Saturday
    • 138. Operations Documentation
      • Objectives/Priorities
      • 139. Disaster Recovery Plan
      • 140. Deployment Process, Policies, and Schedule
      • 141. Monitoring Plans
      • 142. Maintenance Plans
      • 143. Service Level Agreements
      • 144. Etc…
      Richard Harbridge
      SharePoint Saturday
    • 145. Support Documentation
      • Objectives/Priorities
      • 146. Site Classification and Platform Classification
      • 147. Site Provisioning Process/Questionnaire
      • 148. User Expectations Agreement
      • 149. Roles and Responsibilities
      • 150. Support Agreement(s)
      • 151. Training and Communication Plans
      • 152. Etc…
      Richard Harbridge
      SharePoint Saturday
    • 153. Development Documentation
      Richard Harbridge
      SharePoint Saturday
    • 159. IS
      Use them.
      Richard Harbridge
      SharePoint Saturday
    • 160. Governance Checklist
      Richard Harbridge
      SharePoint Saturday
    • 161. TechNet, Community and More..
      Richard Harbridge
      SharePoint Saturday
    • 162. With Governance
      Richard Harbridge
      SharePoint Saturday
    • 163. The Outcome
      Everyone Achieves a Shared Understanding of SharePoint Related Processes
    • 164. What to watch out for…
      Not just documents, policies, and procedures. It is an active and ongoing process.
    • 165. Approaching and Supporting SharePoint
    • 166. What is the best approach for SharePoint Implementations?
      Richard Harbridge
      SharePoint Saturday
    • 167. ITERATIVE APPROACH
    • 168. Why Iterative?
      • SharePoint is a very large platform.
      • 169. It takes time to understand SharePoint.
      • 170. SharePoint is great for rapid prototyping, and for proof of concept work.
      • 171. It ensures there is enough time to review, adjust, and communicate.
      Richard Harbridge
      SharePoint Saturday
    • 172. CommunicationPlanning
      Richard Harbridge
      SharePoint Saturday
    • 173. TheCommunicationPlan
      • Will act as a binding agreement (forces you to carry through).
      • 174. Helps keep communication focused.
      • 175. Helps prevent unwanted surprises.
      Richard Harbridge
      SharePoint Saturday
    • 176. CommunicationTips
      • Use pictures and more pictures.
      • 177. Explain as much as you can (Pros/Cons).
      • 178. Solidifies decisions and allows them to explain to anyone who asks.
      • 179. Ask every question three times in three different ways.
      Richard Harbridge
      SharePoint Saturday
    • 180. SupportPlanning
      Richard Harbridge
      SharePoint Saturday
    • 181. Don’t forget you aren’t superman.
      (Sorry Joe)
      Richard Harbridge
      SharePoint Saturday
    • 182. Multiple Tiers for Escalation
      (You can’t know everything)
      Richard Harbridge
      SharePoint Saturday
    • 183. Measure Support
      Learn and use data to be proactive.
      Richard Harbridge
      SharePoint Saturday
    • 184. Diversify Support
      resources/mediums
      Richard Harbridge
      SharePoint Saturday
    • 195. Useful, digestible trainingsessions (less than an hour)
      Workshops > Presentations
      Richard Harbridge
      SharePoint Saturday
    • 196. Avoid too much too fast.Keep it simple.
      It’s like learning to drive.
      Richard Harbridge
      SharePoint Saturday
    • 197. IS
      Use them.
      Richard Harbridge
      SharePoint Saturday
    • 198. Productivity Hub
      Richard Harbridge
      SharePoint Saturday
    • 199. Stand Alone/Portal Edition Training
      Richard Harbridge
      SharePoint Saturday
    • 200. SharePoint Learning Kit
      Richard Harbridge
      SharePoint Saturday
    • 201. Support Tip…
      Richard Harbridge
      SharePoint Saturday
    • 202. RESPOND
      You never want to give the IT busy signal, or support busy signal.
    • 203. The Outcome
      SharePoint is supported effectively.
    • 204. What to watch out for…
      The training and support can be costly in time and resources.
    • 205. Improved User Adoption
    • 206. User Adoption
      Richard Harbridge
      SharePoint Saturday
    • 207. How do we get successful User Adoption?
      Richard Harbridge
      SharePoint Saturday
    • 208. USERS MUST UNDERSTAND THE VALUE
    • 209. Successful User Adoption Requires…
      Richard Harbridge
      SharePoint Saturday
    • 210. User Adoption Advice and Tips
      Richard Harbridge
      SharePoint Saturday
    • 211. Do a video like this one…
      Richard Harbridge
      SharePoint Saturday
    • 212. High Availability, Mobility and Accessibility also lead to better User Adoption!
      SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More
      Richard Harbridge
      SharePoint Saturday
    • 213. Cultivate and promote the
      right culture.
      Richard Harbridge
      SharePoint Saturday
    • 214. Create an Identity and Brand
      Branding should make it easier, and more effective.
      Richard Harbridge
      SharePoint Saturday
    • 215. Focus on those on board/ready.
      People who already want it.
      Richard Harbridge
      SharePoint Saturday
    • 216. Make it Fun!
      Hold Contests, Scavanger Hunts and Other Activities
      Richard Harbridge
      SharePoint Saturday
    • 217. Use what they love.
      If they love using outlook focus on using that as a leveraging point.
      Richard Harbridge
      SharePoint Saturday
    • 218. Say Thank You
      Richard Harbridge
      SharePoint Saturday
    • 219. It’s okay to be proud.
      Richard Harbridge
      SharePoint Saturday
    • 220. Richard Harbridge
      SharePoint Saturday
    • 221. Reward super users with achievements.
      Then promote the desire to get rewards.
      Richard Harbridge
      SharePoint Saturday
    • 222. Create a SharePoint Showcase
      Good Idea!
      Where users submit and show off
      their SharePoint “Solutions”
      Richard Harbridge
      SharePoint Saturday
    • 223. Make it easier to work with
      Richard Harbridge
      SharePoint Saturday
    • 224. IS
      Use them.
      Richard Harbridge
      SharePoint Saturday
    • 225. What used to be GearUp…
      http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx
      The Kit is !
      Buzz
      Sweet
      Richard Harbridge
      SharePoint Saturday
    • 226. Walk your own talk.
      Richard Harbridge
      SharePoint Saturday
    • 227. The Outcome
      SharePoint is successfully adopted by a large enough group of users to be deemed successful.
    • 228. What to watch out for…
      The build it they will come approach will not work alone.
    • 229. Planning for New Work and Growth
    • 230. What about New Work & Growth?
      Richard Harbridge
      SharePoint Saturday
    • 231. Spend time in advance building a channel for new work.
      Avoid the flood.
      Richard Harbridge
      SharePoint Saturday
    • 232. Know your limits
      Richard Harbridge
      SharePoint Saturday
    • 233. Growyour team
      Richard Harbridge
      SharePoint Saturday
    • 234. Knowyour team
      Richard Harbridge
      SharePoint Saturday
    • 242. Cultivatenew work! It’s a good thing.
      This boosts user adoption! (More functionality and dependency over time)
      Richard Harbridge
      SharePoint Saturday
    • 243. The Outcome
      The SharePoint Implementation continues to grow, expand and provide more value.
    • 244. What to watch out for…
      You need to plan support for new work/requests otherwise people will lose confidence.
    • 245. Recap: Non Technical Issues…
      Often are the Big Reasons Projects Fail
      • Shared Understanding of Requirements/Needs
      • 246. Knowing the Limitations of the Software (When to use it/When not to)
      • 247. Estimating Effort and Schedule Accuracy
    • So being successful requires…
      Understanding the non techincalas well as the technical.
    • 248. 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
    • 249. Thank You Organizers, Sponsors andYoufor Making this Possible.
      Questions? Ideas? Feedback? Contact me:
      • Twitter: @rharbridge
      • 250. Blog: www.rharbridge.com
      • 251. LinkedIn: www.linkedin.com/in/rharbridge
      • 252. Email me at: harbrich@hotmail.com

    ×