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The Seven Most Important Non Technical SharePoint Success Factors<br />Starring: Joe!<br />For Project Managers<br />For D...
Who am I?<br /><ul><li>Richard Harbridge
is a Business Analyst
is a Project Manager
is a Technology Specialist
is a Blogger/Tweeter
Is an Independan
Loves Communities
Loves Technology
Loves Speaking</li></ul>@rharbridge<br />Blah blahblahblahblah<br />
Understanding the Non Technical<br />The Biggest ReasonsSharePoint Projects Fail?<br />Is necessary to avoid poor…<br /><u...
Knowledge around Limitations of the Software 	(When to use it/When not to)
Estimation of Effort and Schedule Accuracy</li></li></ul><li> Our Goal Today…<br />From Here                              ...
What we will be talking about…<br />Understanding the ‘Why’ & Making a Decision<br />Achieving Buy In and Setting Expectat...
Understanding the ‘Why’ and Making a Decision<br />
Meet Joe<br />Hi!<br />Richard Harbridge<br />SharePoint Saturday<br />
At Joe’s Company…<br />Richard Harbridge<br />SharePoint Saturday<br />
Decision Makers don’t have Enough Information<br />Richard Harbridge<br />SharePoint Saturday<br />
The CFO needs to Reduce Costs<br />Richard Harbridge<br />SharePoint Saturday<br />
IT Services Struggles to Keep Up<br />Richard Harbridge<br />SharePoint Saturday<br />
And<br />People Are Having Trouble Finding What They Need<br />Richard Harbridge<br />SharePoint Saturday<br />
So Joe has an Idea!<br />Richard Harbridge<br />SharePoint Saturday<br />
We can solve our problems with technology!<br />Richard Harbridge<br />SharePoint Saturday<br />
Richard Harbridge<br />SharePoint Saturday<br />
What does Joe really knowabout his Company’s needs?<br />Decision Makers don’t have Enough Information<br />The CFO needs ...
Even if Joe understands the needs of his workplace…<br />Richard Harbridge<br />SharePoint Saturday<br />
Technology is never <br />the whole solution<br />Richard Harbridge<br />SharePoint Saturday<br />
Let’s say Joe does understand the needs of his organization<br />What’s Next?<br />Richard Harbridge<br />SharePoint Satur...
Research<br />
Joe doesn’t really like research…<br />This is boring…<br />Richard Harbridge<br />SharePoint Saturday<br />
So Joe decides…<br />Awesome!   <br />Not as awesome.<br />Richard Harbridge<br />SharePoint Saturday<br />
Since Everyone in Joe’s Company uses Microsoft Office…<br />Richard Harbridge<br />SharePoint Saturday<br />
SharePoint is the Perfect Fit!<br />Richard Harbridge<br />SharePoint Saturday<br />
Richard Harbridge<br />SharePoint Saturday<br />
Map the needs of the organization to the right technology…<br />Richard Harbridge<br />SharePoint Saturday<br />
Perform in depth product comparisons and evaluations<br />Richard Harbridge<br />SharePoint Saturday<br />
Like this <br />one…<br />Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive<br />...
This is important as Microsoft alone has a quite a few…<br /><ul><li>Dynamics AX
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics POS
Dynamics RMS
Dynamics SL</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
2007<br />Online<br />On Site<br />Even SharePoint has multiple options<br />2010<br />Richard Harbridge<br />SharePoint S...
It’s not just a feature to feature comparison<br />Richard Harbridge<br />SharePoint Saturday<br />
So Joe does all that good research and…<br />Richard Harbridge<br />SharePoint Saturday<br />
SharePoint is a part of his overall Enterprise Technology Plan<br />Richard Harbridge<br />SharePoint Saturday<br />
The Outcome<br />Joe has made an educated and informed decision based on the businesses needs.<br />
What to watch out for…<br />We have to define our needs carefully if we want to pick the right technology.<br />
Achieving Buy In and Setting Expectations<br />
Before we begin…<br />Richard Harbridge<br />SharePoint Saturday<br />
Let’s Talk About Perceptions<br />Richard Harbridge<br />SharePoint Saturday<br />
People See Different Things<br />Richard Harbridge<br />SharePoint Saturday<br />
Perceptions Impact Motivation<br />Richard Harbridge<br />SharePoint Saturday<br />
Joe is on a mission.<br />Richard Harbridge<br />SharePoint Saturday<br />
Joe has to convince IT Services, the CFO and Decision Makers<br />Richard Harbridge<br />SharePoint Saturday<br />
We are going to help Joe out with an exercise!<br />Thanks!<br />Richard Harbridge<br />SharePoint Saturday<br />
What is the most important thing to IT Services?<br />Richard Harbridge<br />SharePoint Saturday<br />
COST OF OWNERSHIP<br />
What are some ways we can convince IT Services?<br />Richard Harbridge<br />SharePoint Saturday<br />
Cost of Ownership (IT)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint eventually allows Business Users to dev...
SharePoint’s integration is invaluable to IT.
A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.</li></ul>R...
What is the most important thing to the CFO?<br />Richard Harbridge<br />SharePoint Saturday<br />
NUMBERS<br />
What are some ways we can convince the CFO?<br />Richard Harbridge<br />SharePoint Saturday<br />
Lets Talk Numbers (CFO/Finance)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint is worth the initial investmen...
Money can be invested to always generate a return.
You need to have measurement, account for risk, and have some expectation of return (quantifiable) that makes it worth the...
What is the most important thing to Decision Makers?<br />Richard Harbridge<br />SharePoint Saturday<br />
Add Value<br />
What are some ways we can convince Decision Makers?<br />Richard Harbridge<br />SharePoint Saturday<br />
Add Value (Decision Makers)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint improves productivity, reduces was...
Productivity gain can be difficult to measure, as can reduction in waste.</li></ul>Richard Harbridge<br />SharePoint Satur...
Buy In and Expectations Tips<br />Richard Harbridge<br />SharePoint Saturday<br />
Map Solutions to Objectives<br /> Direct Relationship	Indirect Relationship<br />Richard Harbridge<br />SharePoint Satur...
Explain Information Overload<br />Information<br />Information<br />Information<br />Information<br />Richard Harbridge<br...
Explain Scalable Architecture<br />Richard Harbridge<br />SharePoint Saturday<br />
What’s the expectationwe have to set?<br />Richard Harbridge<br />SharePoint Saturday<br />
It Takes Time<br />
SharePoint Solutions (Evolution)<br />*Super Simplified<br />Richard Harbridge<br />SharePoint Saturday<br />
The Outcome<br />Joe has achieved momentum and buy in.<br />
What to watch out for…<br />Joe must carefully manage expectations and maintain the momentum.<br />
Determining and Supporting ROI<br />
What about this guy?<br />Richard Harbridge<br />SharePoint Saturday<br />
How do we get here?<br />Richard Harbridge<br />SharePoint Saturday<br />
METHODS FOR EVALUATING ROI<br />Return on Investment<br />
Evaluating With Discounted Cash Flow<br /><ul><li>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...
Evaluating with Real Options Analysis<br />Richard Harbridge<br />SharePoint Saturday<br />
Evaluating with Monte Carlo Analysis<br />Richard Harbridge<br />SharePoint Saturday<br />
There are different ways of calculating ROI evaluate what works best for you<br />This is almost as boring as research…<br...
ROI Advice and Tips<br />Richard Harbridge<br />SharePoint Saturday<br />
Excel has wonderful Formulas<br />Richard Harbridge<br />SharePoint Saturday<br />
The Simplest ROI Formula Ever<br />Estimated Value<br />Even I can do it!<br />Estimated Difficulty<br />Richard Harbridge...
Examples<br /><ul><li>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).</li></ul>Estimated Value<br />Estimated Difficulty<br />Richa...
ROI (traditionally) Measures Financial Impact<br />Richard Harbridge<br />SharePoint Saturday<br />
ROI analysis doesn’t cover ‘non-financial impact’ or ‘increased potential’<br />STILL <br />IMPORTANT<br />Improved Relati...
Example of Non-Financial Measurement<br />Richard Harbridge<br />SharePoint Saturday<br />
Public Statisticscan help…<br /><ul><li>Typical workers produce 3+ GB of data per year.
30% of a typical workers day is spent searching for information.
In a 1,000 employee company lost productivity costs approximately $5 million a year.</li></ul>Source: “The Enterprise Work...
Statistics within the Organization are better.<br /><ul><li>20% of our IT Support people who travel do not have access to ...
4 out of 5 of our workers do not know that we have an employee disaster relief fund.
Currently we pay for full licensing on 7 different enterprise document management solutions.</li></ul>Source: “Support Rev...
Break it down.<br />Richard Harbridge<br />SharePoint Saturday<br />
IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
SharePoint Deployment Planning Services (SDPS)<br />https://www.partnersdps.com/Pages/ToolsSupport.aspx<br />Richard Harbr...
Rapid Economic Justification Guide<br />http://www.microsoft.com/business/enterprise/value.mspx<br />Richard Harbridge<br ...
MEASURE THE RIGHT THING<br />
What you don’t want.<br />Don’t lose perspective.<br />Richard Harbridge<br />SharePoint Saturday<br />
The Outcome<br />Joe is measuring effort effectively to improve return on investment.<br />
What to watch out for…<br />Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisel...
Implementing Successful Governance<br />
What is Governance?<br />Richard Harbridge<br />SharePoint Saturday<br />
GOVERNANCE IS REQUIRED<br />
What does that mean?<br />Without effective governanceorganization, performance, andcapability are significantly reduced.<...
Without Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
So how do we do it?<br />Richard Harbridge<br />SharePoint Saturday<br />
Teamwork is Key<br />There are typically 5 teams for SharePoint Governance:<br /><ul><li>Business Strategy Team
Technical Strategy Team
Tactical Teams:
Tactical Operations Team
Tactical Development Team
Tactical Support Team</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
Identify patterns.Plan for patterns.Execute patterns.<br />
I think I see a Pattern.<br />Richard Harbridge<br />SharePoint Saturday<br />
Executing Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
The Result:<br />Richard Harbridge<br />SharePoint Saturday<br />
Governance Documentation<br /><ul><li>Aggregate/Reference Document(Contains all SharePoint Info – Single Point of Reference)
Objectives/Priorities (Tech/Business)</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
Operations Documentation<br /><ul><li>Objectives/Priorities
Disaster Recovery Plan
Deployment Process, Policies, and Schedule
Monitoring Plans
Maintenance Plans
Service Level Agreements
Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
Support Documentation<br /><ul><li>Objectives/Priorities
Site Classification and Platform Classification
Site Provisioning Process/Questionnaire
User Expectations Agreement
Roles and Responsibilities
Support Agreement(s)
Training and Communication Plans
Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
Development Documentation<br /><ul><li>Branding Guide
Workflow Policy
SharePoint Designer Policy
Development Standards
Testing Requirements
Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
Governance Checklist<br />Richard Harbridge<br />SharePoint Saturday<br />
TechNet, Community and More..<br />Richard Harbridge<br />SharePoint Saturday<br />
With Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
The Outcome<br />Everyone Achieves a Shared Understanding of SharePoint Related Processes<br />
What to watch out for…<br />Not just documents, policies, and procedures. It is an active and ongoing process.<br />
Approaching and Supporting SharePoint<br />
What is the best approach for SharePoint Implementations?<br />Richard Harbridge<br />SharePoint Saturday<br />
ITERATIVE APPROACH<br />
Why Iterative?<br /><ul><li>SharePoint is a very large platform.
It takes time to understand SharePoint.
SharePoint is great for rapid prototyping, and for proof of concept work.
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The Seven Most Important (Non Technical) Factors for Sharepoint Success

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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.

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

    1. 1. The Seven Most Important Non Technical SharePoint Success Factors<br />Starring: Joe!<br />For Project Managers<br />For Developers<br />For Business Analysts<br />For Architects<br />w/ Richard Harbridge<br />For Administrators<br />@rharbridge<br />
    2. 2. Who am I?<br /><ul><li>Richard Harbridge
    3. 3. is a Business Analyst
    4. 4. is a Project Manager
    5. 5. is a Technology Specialist
    6. 6. is a Blogger/Tweeter
    7. 7. Is an Independan
    8. 8. Loves Communities
    9. 9. Loves Technology
    10. 10. Loves Speaking</li></ul>@rharbridge<br />Blah blahblahblahblah<br />
    11. 11. Understanding the Non Technical<br />The Biggest ReasonsSharePoint Projects Fail?<br />Is necessary to avoid poor…<br /><ul><li>Shared Understanding of Requirements/Needs
    12. 12. Knowledge around Limitations of the Software (When to use it/When not to)
    13. 13. Estimation of Effort and Schedule Accuracy</li></li></ul><li> Our Goal Today…<br />From Here To Here<br />
    14. 14. What we will be talking about…<br />Understanding the ‘Why’ & Making a Decision<br />Achieving Buy In and Setting Expectations<br />Determining and Supporting ROI<br />Implementing Successful Governance<br />Approaching and Supporting SharePoint<br />Improving User Adoption<br />Planning for New Work and Growth<br />
    15. 15. Understanding the ‘Why’ and Making a Decision<br />
    16. 16. Meet Joe<br />Hi!<br />Richard Harbridge<br />SharePoint Saturday<br />
    17. 17. At Joe’s Company…<br />Richard Harbridge<br />SharePoint Saturday<br />
    18. 18. Decision Makers don’t have Enough Information<br />Richard Harbridge<br />SharePoint Saturday<br />
    19. 19. The CFO needs to Reduce Costs<br />Richard Harbridge<br />SharePoint Saturday<br />
    20. 20. IT Services Struggles to Keep Up<br />Richard Harbridge<br />SharePoint Saturday<br />
    21. 21. And<br />People Are Having Trouble Finding What They Need<br />Richard Harbridge<br />SharePoint Saturday<br />
    22. 22. So Joe has an Idea!<br />Richard Harbridge<br />SharePoint Saturday<br />
    23. 23. We can solve our problems with technology!<br />Richard Harbridge<br />SharePoint Saturday<br />
    24. 24. Richard Harbridge<br />SharePoint Saturday<br />
    25. 25. What does Joe really knowabout his Company’s needs?<br />Decision Makers don’t have Enough Information<br />The CFO needs to Reduce Costs<br />IT Services Struggles to Keep Up<br />People Are Having Trouble Finding What They Need<br />Richard Harbridge<br />SharePoint Saturday<br />
    26. 26. Even if Joe understands the needs of his workplace…<br />Richard Harbridge<br />SharePoint Saturday<br />
    27. 27. Technology is never <br />the whole solution<br />Richard Harbridge<br />SharePoint Saturday<br />
    28. 28. Let’s say Joe does understand the needs of his organization<br />What’s Next?<br />Richard Harbridge<br />SharePoint Saturday<br />
    29. 29. Research<br />
    30. 30. Joe doesn’t really like research…<br />This is boring…<br />Richard Harbridge<br />SharePoint Saturday<br />
    31. 31. So Joe decides…<br />Awesome! <br />Not as awesome.<br />Richard Harbridge<br />SharePoint Saturday<br />
    32. 32. Since Everyone in Joe’s Company uses Microsoft Office…<br />Richard Harbridge<br />SharePoint Saturday<br />
    33. 33. SharePoint is the Perfect Fit!<br />Richard Harbridge<br />SharePoint Saturday<br />
    34. 34. Richard Harbridge<br />SharePoint Saturday<br />
    35. 35. Map the needs of the organization to the right technology…<br />Richard Harbridge<br />SharePoint Saturday<br />
    36. 36. Perform in depth product comparisons and evaluations<br />Richard Harbridge<br />SharePoint Saturday<br />
    37. 37. Like this <br />one…<br />Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive<br />Richard Harbridge<br />SharePoint Saturday<br />
    38. 38. This is important as Microsoft alone has a quite a few…<br /><ul><li>Dynamics AX
    39. 39. Dynamics CRM
    40. 40. Dynamics GP
    41. 41. Dynamics NAV
    42. 42. Dynamics POS
    43. 43. Dynamics RMS
    44. 44. Dynamics SL</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    45. 45. 2007<br />Online<br />On Site<br />Even SharePoint has multiple options<br />2010<br />Richard Harbridge<br />SharePoint Saturday<br />
    46. 46. It’s not just a feature to feature comparison<br />Richard Harbridge<br />SharePoint Saturday<br />
    47. 47. So Joe does all that good research and…<br />Richard Harbridge<br />SharePoint Saturday<br />
    48. 48. SharePoint is a part of his overall Enterprise Technology Plan<br />Richard Harbridge<br />SharePoint Saturday<br />
    49. 49. The Outcome<br />Joe has made an educated and informed decision based on the businesses needs.<br />
    50. 50. What to watch out for…<br />We have to define our needs carefully if we want to pick the right technology.<br />
    51. 51. Achieving Buy In and Setting Expectations<br />
    52. 52. Before we begin…<br />Richard Harbridge<br />SharePoint Saturday<br />
    53. 53. Let’s Talk About Perceptions<br />Richard Harbridge<br />SharePoint Saturday<br />
    54. 54.
    55. 55. People See Different Things<br />Richard Harbridge<br />SharePoint Saturday<br />
    56. 56. Perceptions Impact Motivation<br />Richard Harbridge<br />SharePoint Saturday<br />
    57. 57. Joe is on a mission.<br />Richard Harbridge<br />SharePoint Saturday<br />
    58. 58. Joe has to convince IT Services, the CFO and Decision Makers<br />Richard Harbridge<br />SharePoint Saturday<br />
    59. 59. We are going to help Joe out with an exercise!<br />Thanks!<br />Richard Harbridge<br />SharePoint Saturday<br />
    60. 60. What is the most important thing to IT Services?<br />Richard Harbridge<br />SharePoint Saturday<br />
    61. 61. COST OF OWNERSHIP<br />
    62. 62. What are some ways we can convince IT Services?<br />Richard Harbridge<br />SharePoint Saturday<br />
    63. 63. Cost of Ownership (IT)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint eventually allows Business Users to develop and implement business solutions that use technology without IT’s involvement.</li></ul>The Reality:<br /><ul><li>IT doesn’t want to learn/support a new technology.
    64. 64. SharePoint’s integration is invaluable to IT.
    65. 65. A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    66. 66. What is the most important thing to the CFO?<br />Richard Harbridge<br />SharePoint Saturday<br />
    67. 67. NUMBERS<br />
    68. 68. What are some ways we can convince the CFO?<br />Richard Harbridge<br />SharePoint Saturday<br />
    69. 69. Lets Talk Numbers (CFO/Finance)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint is worth the initial investment and ongoing costs. </li></ul>The Reality:<br /><ul><li>It is a costly investment and costly on going expense.
    70. 70. Money can be invested to always generate a return.
    71. 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.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    72. 72. What is the most important thing to Decision Makers?<br />Richard Harbridge<br />SharePoint Saturday<br />
    73. 73. Add Value<br />
    74. 74. What are some ways we can convince Decision Makers?<br />Richard Harbridge<br />SharePoint Saturday<br />
    75. 75. Add Value (Decision Makers)<br />The Biggest Point to Share is:<br /><ul><li>SharePoint improves productivity, reduces waste, and improves visibility to help drive better decision making.</li></ul>The Reality:<br /><ul><li>It takes time and investment to reach the point all managers and executives want.
    76. 76. Productivity gain can be difficult to measure, as can reduction in waste.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    77. 77. Buy In and Expectations Tips<br />Richard Harbridge<br />SharePoint Saturday<br />
    78. 78. Map Solutions to Objectives<br /> Direct Relationship Indirect Relationship<br />Richard Harbridge<br />SharePoint Saturday<br />
    79. 79. Explain Information Overload<br />Information<br />Information<br />Information<br />Information<br />Richard Harbridge<br />SharePoint Saturday<br />
    80. 80. Explain Scalable Architecture<br />Richard Harbridge<br />SharePoint Saturday<br />
    81. 81. What’s the expectationwe have to set?<br />Richard Harbridge<br />SharePoint Saturday<br />
    82. 82. It Takes Time<br />
    83. 83. SharePoint Solutions (Evolution)<br />*Super Simplified<br />Richard Harbridge<br />SharePoint Saturday<br />
    84. 84. The Outcome<br />Joe has achieved momentum and buy in.<br />
    85. 85. What to watch out for…<br />Joe must carefully manage expectations and maintain the momentum.<br />
    86. 86. Determining and Supporting ROI<br />
    87. 87. What about this guy?<br />Richard Harbridge<br />SharePoint Saturday<br />
    88. 88. How do we get here?<br />Richard Harbridge<br />SharePoint Saturday<br />
    89. 89. METHODS FOR EVALUATING ROI<br />Return on Investment<br />
    90. 90. Evaluating With Discounted Cash Flow<br /><ul><li>Show expected cost and return over multiple time periods.
    91. 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.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    92. 92. Evaluating with Real Options Analysis<br />Richard Harbridge<br />SharePoint Saturday<br />
    93. 93. Evaluating with Monte Carlo Analysis<br />Richard Harbridge<br />SharePoint Saturday<br />
    94. 94. There are different ways of calculating ROI evaluate what works best for you<br />This is almost as boring as research…<br />Richard Harbridge<br />SharePoint Saturday<br />
    95. 95. ROI Advice and Tips<br />Richard Harbridge<br />SharePoint Saturday<br />
    96. 96. Excel has wonderful Formulas<br />Richard Harbridge<br />SharePoint Saturday<br />
    97. 97. The Simplest ROI Formula Ever<br />Estimated Value<br />Even I can do it!<br />Estimated Difficulty<br />Richard Harbridge<br />SharePoint Saturday<br />
    98. 98. Examples<br /><ul><li>I have a difficult requirement. It’s an 8 in difficulty (out of 10).
    99. 99. I have an easy requirement. It’s a 2 in difficulty (out of 10).
    100. 100. The expected value of the difficult requirement is 4 (out of 10).
    101. 101. The expected value of the easy requirement is 6 (out of 10).</li></ul>Estimated Value<br />Estimated Difficulty<br />Richard Harbridge<br />SharePoint Saturday<br />
    102. 102. ROI (traditionally) Measures Financial Impact<br />Richard Harbridge<br />SharePoint Saturday<br />
    103. 103. ROI analysis doesn’t cover ‘non-financial impact’ or ‘increased potential’<br />STILL <br />IMPORTANT<br />Improved Relationships<br />Improved Know-How<br />Website/Intranet Visitors<br />Improved Morale<br />Improved Skills<br />User Complaints<br />Increased Connections<br />Positive Word of Mouth<br />Innovation<br />Click-throughs<br />Employment Applications<br />Comments<br />Negative Word of Mouth<br />Better Reputation<br />Richard Harbridge<br />SharePoint Saturday<br />
    104. 104. Example of Non-Financial Measurement<br />Richard Harbridge<br />SharePoint Saturday<br />
    105. 105. Public Statisticscan help…<br /><ul><li>Typical workers produce 3+ GB of data per year.
    106. 106. 30% of a typical workers day is spent searching for information.
    107. 107. In a 1,000 employee company lost productivity costs approximately $5 million a year.</li></ul>Source: “The Enterprise Workplace,” IDC, 2005<br />Source: IDC, 2003<br />Source: “Hidden Costs of Information Work,” IDC, 2006<br />Richard Harbridge<br />SharePoint Saturday<br />
    108. 108. Statistics within the Organization are better.<br /><ul><li>20% of our IT Support people who travel do not have access to our IT policies and support documents when travelling.
    109. 109. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.
    110. 110. Currently we pay for full licensing on 7 different enterprise document management solutions.</li></ul>Source: “Support Review Q4,” IT, 2010<br />Source: “HR Employee Benefits Survey,” HR, 2010<br />Source: “Financial Audit of Licensing Costs,” Finance, 2010<br />Richard Harbridge<br />SharePoint Saturday<br />
    111. 111. Break it down.<br />Richard Harbridge<br />SharePoint Saturday<br />
    112. 112. IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
    113. 113. SharePoint Deployment Planning Services (SDPS)<br />https://www.partnersdps.com/Pages/ToolsSupport.aspx<br />Richard Harbridge<br />SharePoint Saturday<br />
    114. 114. Rapid Economic Justification Guide<br />http://www.microsoft.com/business/enterprise/value.mspx<br />Richard Harbridge<br />SharePoint Saturday<br />
    115. 115. MEASURE THE RIGHT THING<br />
    116. 116.
    117. 117. What you don’t want.<br />Don’t lose perspective.<br />Richard Harbridge<br />SharePoint Saturday<br />
    118. 118. The Outcome<br />Joe is measuring effort effectively to improve return on investment.<br />
    119. 119. What to watch out for…<br />Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.<br />
    120. 120. Implementing Successful Governance<br />
    121. 121. What is Governance?<br />Richard Harbridge<br />SharePoint Saturday<br />
    122. 122. GOVERNANCE IS REQUIRED<br />
    123. 123. What does that mean?<br />Without effective governanceorganization, performance, andcapability are significantly reduced.<br />Richard Harbridge<br />SharePoint Saturday<br />
    124. 124. Without Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
    125. 125. So how do we do it?<br />Richard Harbridge<br />SharePoint Saturday<br />
    126. 126. Teamwork is Key<br />There are typically 5 teams for SharePoint Governance:<br /><ul><li>Business Strategy Team
    127. 127. Technical Strategy Team
    128. 128. Tactical Teams:
    129. 129. Tactical Operations Team
    130. 130. Tactical Development Team
    131. 131. Tactical Support Team</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    132. 132. Identify patterns.Plan for patterns.Execute patterns.<br />
    133. 133. I think I see a Pattern.<br />Richard Harbridge<br />SharePoint Saturday<br />
    134. 134. Executing Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
    135. 135. The Result:<br />Richard Harbridge<br />SharePoint Saturday<br />
    136. 136. Governance Documentation<br /><ul><li>Aggregate/Reference Document(Contains all SharePoint Info – Single Point of Reference)
    137. 137. Objectives/Priorities (Tech/Business)</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    138. 138. Operations Documentation<br /><ul><li>Objectives/Priorities
    139. 139. Disaster Recovery Plan
    140. 140. Deployment Process, Policies, and Schedule
    141. 141. Monitoring Plans
    142. 142. Maintenance Plans
    143. 143. Service Level Agreements
    144. 144. Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    145. 145. Support Documentation<br /><ul><li>Objectives/Priorities
    146. 146. Site Classification and Platform Classification
    147. 147. Site Provisioning Process/Questionnaire
    148. 148. User Expectations Agreement
    149. 149. Roles and Responsibilities
    150. 150. Support Agreement(s)
    151. 151. Training and Communication Plans
    152. 152. Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    153. 153. Development Documentation<br /><ul><li>Branding Guide
    154. 154. Workflow Policy
    155. 155. SharePoint Designer Policy
    156. 156. Development Standards
    157. 157. Testing Requirements
    158. 158. Etc…</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    159. 159. IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
    160. 160. Governance Checklist<br />Richard Harbridge<br />SharePoint Saturday<br />
    161. 161. TechNet, Community and More..<br />Richard Harbridge<br />SharePoint Saturday<br />
    162. 162. With Governance<br />Richard Harbridge<br />SharePoint Saturday<br />
    163. 163. The Outcome<br />Everyone Achieves a Shared Understanding of SharePoint Related Processes<br />
    164. 164. What to watch out for…<br />Not just documents, policies, and procedures. It is an active and ongoing process.<br />
    165. 165. Approaching and Supporting SharePoint<br />
    166. 166. What is the best approach for SharePoint Implementations?<br />Richard Harbridge<br />SharePoint Saturday<br />
    167. 167. ITERATIVE APPROACH<br />
    168. 168. Why Iterative?<br /><ul><li>SharePoint is a very large platform.
    169. 169. It takes time to understand SharePoint.
    170. 170. SharePoint is great for rapid prototyping, and for proof of concept work.
    171. 171. It ensures there is enough time to review, adjust, and communicate.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    172. 172. CommunicationPlanning<br />Richard Harbridge<br />SharePoint Saturday<br />
    173. 173. TheCommunicationPlan<br /><ul><li>Will act as a binding agreement (forces you to carry through).
    174. 174. Helps keep communication focused.
    175. 175. Helps prevent unwanted surprises.</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    176. 176. CommunicationTips<br /><ul><li>Use pictures and more pictures.
    177. 177. Explain as much as you can (Pros/Cons).
    178. 178. Solidifies decisions and allows them to explain to anyone who asks.
    179. 179. Ask every question three times in three different ways. </li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    180. 180. SupportPlanning<br />Richard Harbridge<br />SharePoint Saturday<br />
    181. 181. Don’t forget you aren’t superman.<br />(Sorry Joe)<br />Richard Harbridge<br />SharePoint Saturday<br />
    182. 182. Multiple Tiers for Escalation<br />(You can’t know everything)<br />Richard Harbridge<br />SharePoint Saturday<br />
    183. 183. Measure Support<br />Learn and use data to be proactive.<br />Richard Harbridge<br />SharePoint Saturday<br />
    184. 184. Diversify Support<br />resources/mediums<br /><ul><li>Books and Manuals
    185. 185. Online
    186. 186. MSDN
    187. 187. TechNet
    188. 188. Blogs
    189. 189. Cheat Sheets
    190. 190. One on One
    191. 191. Classroom Training
    192. 192. Forums
    193. 193. Help
    194. 194. Etc</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    195. 195. Useful, digestible trainingsessions (less than an hour)<br />Workshops > Presentations<br />Richard Harbridge<br />SharePoint Saturday<br />
    196. 196. Avoid too much too fast.Keep it simple.<br />It’s like learning to drive.<br />Richard Harbridge<br />SharePoint Saturday<br />
    197. 197. IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
    198. 198. Productivity Hub<br />Richard Harbridge<br />SharePoint Saturday<br />
    199. 199. Stand Alone/Portal Edition Training<br />Richard Harbridge<br />SharePoint Saturday<br />
    200. 200. SharePoint Learning Kit<br />Richard Harbridge<br />SharePoint Saturday<br />
    201. 201. Support Tip…<br />Richard Harbridge<br />SharePoint Saturday<br />
    202. 202. RESPOND<br />You never want to give the IT busy signal, or support busy signal.<br />
    203. 203. The Outcome<br />SharePoint is supported effectively.<br />
    204. 204. What to watch out for…<br />The training and support can be costly in time and resources.<br />
    205. 205. Improved User Adoption<br />
    206. 206. User Adoption<br />Richard Harbridge<br />SharePoint Saturday<br />
    207. 207. How do we get successful User Adoption?<br />Richard Harbridge<br />SharePoint Saturday<br />
    208. 208. USERS MUST UNDERSTAND THE VALUE<br />
    209. 209. Successful User Adoption Requires…<br />Richard Harbridge<br />SharePoint Saturday<br />
    210. 210. User Adoption Advice and Tips<br />Richard Harbridge<br />SharePoint Saturday<br />
    211. 211. Do a video like this one…<br />Richard Harbridge<br />SharePoint Saturday<br />
    212. 212. High Availability, Mobility and Accessibility also lead to better User Adoption!<br />SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More <br />Richard Harbridge<br />SharePoint Saturday<br />
    213. 213. Cultivate and promote the <br />right culture.<br />Richard Harbridge<br />SharePoint Saturday<br />
    214. 214. Create an Identity and Brand<br />Branding should make it easier, and more effective.<br />Richard Harbridge<br />SharePoint Saturday<br />
    215. 215. Focus on those on board/ready.<br />People who already want it.<br />Richard Harbridge<br />SharePoint Saturday<br />
    216. 216. Make it Fun!<br />Hold Contests, Scavanger Hunts and Other Activities<br />Richard Harbridge<br />SharePoint Saturday<br />
    217. 217. Use what they love.<br />If they love using outlook focus on using that as a leveraging point.<br />Richard Harbridge<br />SharePoint Saturday<br />
    218. 218. Say Thank You<br />Richard Harbridge<br />SharePoint Saturday<br />
    219. 219. It’s okay to be proud.<br />Richard Harbridge<br />SharePoint Saturday<br />
    220. 220. Richard Harbridge<br />SharePoint Saturday<br />
    221. 221. Reward super users with achievements. <br />Then promote the desire to get rewards.<br />Richard Harbridge<br />SharePoint Saturday<br />
    222. 222. Create a SharePoint Showcase<br />Good Idea!<br />Where users submit and show off <br />their SharePoint “Solutions”<br />Richard Harbridge<br />SharePoint Saturday<br />
    223. 223. Make it easier to work with<br />Richard Harbridge<br />SharePoint Saturday<br />
    224. 224. IS <br />Use them.<br />Richard Harbridge<br />SharePoint Saturday<br />
    225. 225. What used to be GearUp…<br />http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx<br />The Kit is !<br />Buzz <br />Sweet<br />Richard Harbridge<br />SharePoint Saturday<br />
    226. 226. Walk your own talk.<br />Richard Harbridge<br />SharePoint Saturday<br />
    227. 227. The Outcome<br />SharePoint is successfully adopted by a large enough group of users to be deemed successful.<br />
    228. 228. What to watch out for…<br />The build it they will come approach will not work alone.<br />
    229. 229. Planning for New Work and Growth<br />
    230. 230. What about New Work & Growth?<br />Richard Harbridge<br />SharePoint Saturday<br />
    231. 231. Spend time in advance building a channel for new work.<br />Avoid the flood.<br />Richard Harbridge<br />SharePoint Saturday<br />
    232. 232. Know your limits<br />Richard Harbridge<br />SharePoint Saturday<br />
    233. 233. Growyour team<br />Richard Harbridge<br />SharePoint Saturday<br />
    234. 234. Knowyour team<br /><ul><li>Developers(s)
    235. 235. Administrators(s)
    236. 236. Architect(s)
    237. 237. Business Analyst(s)
    238. 238. Project Manager(s)
    239. 239. Site Administrator(s)
    240. 240. Super Users(s)
    241. 241. Trainer(s)</li></ul>Richard Harbridge<br />SharePoint Saturday<br />
    242. 242. Cultivatenew work! It’s a good thing. <br />This boosts user adoption! (More functionality and dependency over time)<br />Richard Harbridge<br />SharePoint Saturday<br />
    243. 243. The Outcome<br />The SharePoint Implementation continues to grow, expand and provide more value.<br />
    244. 244. What to watch out for…<br />You need to plan support for new work/requests otherwise people will lose confidence.<br />
    245. 245. Recap: Non Technical Issues…<br />Often are the Big Reasons Projects Fail<br /><ul><li>Shared Understanding of Requirements/Needs
    246. 246. Knowing the Limitations of the Software (When to use it/When not to)
    247. 247. Estimating Effort and Schedule Accuracy</li></li></ul><li>So being successful requires…<br />Understanding the non techincalas well as the technical.<br />
    248. 248. Success Factors…<br />Understanding the ‘Why’ & Making a Decision<br />Achieving Buy In and Setting Expectations<br />Determining and Supporting ROI<br />Implementing Successful Governance<br />Approaching and Supporting SharePoint<br />Improving User Adoption<br />Planning for New Work and Growth<br />Understand Business Needs and Map to Them<br />Share Alignment, Vision and Expectations<br />Use Measurements to Improve and Return More<br />Use Team Work And Execute With Patterns<br />Be Iterative, Leverage Everyone, and Respond<br />Share the Value and Successes<br />Manage your Capability and Priorities<br />
    249. 249. Thank You Organizers, Sponsors andYoufor Making this Possible.<br />Questions? Ideas? Feedback? Contact me:<br /><ul><li>Twitter: @rharbridge
    250. 250. Blog: www.rharbridge.com
    251. 251. LinkedIn: www.linkedin.com/in/rharbridge
    252. 252. Email me at: harbrich@hotmail.com</li>
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