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SharePoint 2010 Readiness
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SharePoint 2010 Readiness


Find out what is new in SharePoint 2010 and how to prepare for it.

Find out what is new in SharePoint 2010 and how to prepare for it.

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  • PAUL WILL START 10 MINUTE TIMER Blended SharePoint 2010 & .NET Solutions
  • PAUL
  • PAULBullet Points from the email blast• How to assess your existing infrastructure• Choosing the right SharePoint licensing to fit your needs• Estimating the ROI for a SharePoint implementation• Building a Governance Committee• Pre-implementation activities including Taxonomy, Content Inventory, Site Design/Hierarchy, etc.• Skills Inventory & Requirements • Sponsorship, Training & Adoption• Avoiding the SharePoint Meltdown• Best Practices for Configuration & Deployment
  • PAULOther possible additionsWord Automation ServicesBusiness Connectivity ServicesOffice Web Applications
  • PAUL
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  • MichaelThe first and most critical part of the implementation of SharePoint is actually gathering information about how everyone is going to use the solution. Gather a Governance team and discover each areas pain points or objectives that they have for a successful SharePoint implementation.Understand all of the different areas of SharePoint that will need to be implemented. Where is content currently storedWho owns the contentHow will other want to find that contentHow will different areas in your organization use SharePoint?Will they want to use workflow processes and document managementWill they be heavily dependent on document storage and searchability?Will they use it primarily for team collaboration? Will there be a need for integrating different applications with SharePoint?
  • MichaelWho will need to access the SharePoint implementation?Only internal people (domain users)?External Contractors/Partners?External Domain Users/Employees?How many people do you anticipate that will access the environment?This will point to how your physical farm will need to be constructed and also other security considerations.This will also be good time to figure out what you have to license and how many licenses you will need.Availability and RecoveryDoes your organization have any standard SLA’s that you will have to abide by?Examples would be:SharePoint only needs to be available between 6am and 10pm during the workday.SharePoint needs to be available within 2 hours of a downtime event.SharePoint needs to be recovered to specific point in time.How often will you need to backup your environment?Recovery Point Objective = How often will you be backing up your system? (The more granular the more expensive usually)Recovery Time Objective = How quickly will you be able to recover the system in event of a failure? (The faster the more expensive usually)Will different sites need different recovery objectives or SLAs? One department may only need Document storage with slight interaction with SharePoint on a daily basisAnother department (Accounting/HR) might be crippled if they are not able to access their content within an hour of an event.
  • Michael
  • MichaelThere are really a few different strategies as to what type of site structure you can build.FunctionalGenerally builds out function based areas regardless of department or division. It will usually end up being a wider set of sites than deep.As the business or company changes it is usually easy to adapt.Divisional/DepartmentalThis is how most organizations view their structure.It is completely based on the structure of the company and how the internal hierarchy of the company is formed.This can and usually does get to be a very deep structure that can affect search results and how search sees a piece of contents relevancy.This can be difficult to change as the business or company changes.HybridFor organizations that don’t or can’t fit in one structure or the other generally a middle ground can be found by merging the best of the two concepts.
  • Michael
  • Paul
  • PAUL
  • PAUL
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  • PAULIf they need help, we’ve had access to SharePoint 2010 for over a year – we can guide them thru the processMentionDownloads, Recording & Email invite to ECM in SharePoint 2010 WebinarExplain SharePoint GamePLAN Q & A - EVERYONE
  • PAUL
  • PAULIf they need help, we’ve had access to SharePoint 2010 for over a year – we can guide them thru the processMention Downloads, Recording & Email invite to ECM in SharePoint 2010 WebinarExplain SharePoint GamePLAN WEBINAR: Tuesday October 26th 11:00 AM PSTCOMPOSER Site: About to get a makeover as a branded 2010 site, build using Composer & MaestroPRICING / LICENSING: Free SharePoint Foundation Version – Composer Only~$299 for Foundation BuildComposer Standard and Enterprise is sold per-UserMaestro Standard and Enterprise is sold per-serverSee the site for pricing details & info in a follow-up email w/ the Q & A contentQ & A - EVERYONE


  • 1. SharePoint 2010 Readiness:Preparation for Enterprise Implementation
  • 2. Speakers
    Michael Van Cleave
    Sr. Architect & Practice Lead
    Paul Papanek Stork
    SharePoint MVP & Author
    Chief Architect & Practice Lead
  • 3. Agenda
    Assessing your needs
    What’s New in SharePoint 2010
    Choosing the right version / licensing
    Pre-Implementation Planning
    Governance and Policies
    Assessing your existing infrastructure
    Designing a Taxonomy
    Establishing Metrics for Success
    Implementation Approach & Adoption
    DIY, Outsourcing, etc.
    Driving User Adoption
    Best Practices/Avoiding Common Pitfalls
  • 4. What’s New in SP2010
    Too much to cover in a quick overview
    A few important changes for everyone:
    Fluent User Interface (the Ribbon)
    Sandboxed Solutions
    Claims based Authentication
    Managed Metadata Service
    Social Computing improvements
    Feel free to ask about other new features in SP2010 and we’ll talk about these during the Q & A…
  • 5. Which Version is Right for you?
    SharePoint Foundation
    Platform for collaboration
    Foundation for Web-based applications
    SharePoint Server Standard
    Everything in Foundation
    Enterprise Content Management
    SharePoint Server Enterprise
    Everything in SharePoint Server Standard
    Business Intelligence for the Enterprise
    Standard or Enterprise licenses for the Internet
  • 6. SP 2010 Quick Overview
  • 7. Audience Survey
    What is your primary role in implementing SharePoint 2010?
    Decision Maker, Influencer or Sponsor
    Admin, Architect or Developer
    Analyst or End User
  • 8. Pre-Implementation Tasks
    Create a Governance Team
    Choose people from different areas of the company with a vested interest in project
    Understand and Document your Needs
    Inventory content and content sources
    Evaluate the infrastructure (Hardware, AD, etc.)
    Identify business problems & opportunities
    Outline Line of Business Applications that will integrate with SharePoint
    Create written requirements – don’t “wing it”!
  • 9. Pre-Implementation Planning
    Who will need to access SharePoint
    Will all the users be accessing the servers internally? Externally? Both?
    How many users are you anticipating?
    Availability and Recovery
    What type of SLA’s will you have on downtime?
    How often will you be backing up your SharePoint environment (RPO/RTO)
    Will some sites in your structure have different recovery objectives than others?
    Will you be moving to Office 2010 or using any 3rd party products?
  • 10. Audience Survey
    Where are you on the SharePoint 2010 adoption curve?
    Already using SharePoint 2010
    Will upgrade once the product has been out awhile (e.g. after the first service pack)
    Unsure – need more information
    No near-term plans to upgrade
  • 11. Designing a Site Taxonomy
    Taxonomy: “the practice and science of classification”
    Can refer to sites, content, search, metadata…
    Different hierarchical structures for sites
    Based on business functions
    Usually wide but not deep
    Based on organizational structure
    Usually deeper than Functional
    Combination of Functional and Hybrid
  • 12. Designing a Site Taxonomy
  • 13. Implementation Approach
    Assess internal skills/assets
    IT Pro
    Information Architecture
    Software Development
    Evangelist & Trainer
    Get outside assistance if you need it
    SharePoint 2010 is new and different – use a specialist!
    Use consultants who provide technology transfer
    Look at prior SharePoint implementation experience
    Plan for User Adoption
    Change is hard - create value for End-Users
    Train Administrators, Content Owners & End Users
    Decide what to do with legacy data
    Not everything needs to be in SharePoint
  • 14. Avoiding Pitfalls
    Don’t make it an IT-Driven project
    Involve people from all levels of the organization in planning
    Seek consensus in your planning, not democracy
    Don’t shortcut the planning process!
    Set realistic and measurable goals
    Don’t be afraid to ask for help. New technology isn’t always “Do it Yourself”
    Follow an iterative, milestone-based approach
  • 15. Best Practices
    Create a simple, flexible taxonomy - your needs will change over time
    Recruit business user champions that embrace change
    Make sure your implementation works for all of your committee’s requirements
    Establish a communications plan; SharePoint is about empowering users
    Provide training for everyone - powerful tools are rarely intuitive
  • 16. Audience Survey
    What do you see as next steps?
    Assess& Document business requirements and/or current SharePoint environment
    Planning& Design for a SharePoint 2010 implementation
    Learn more about SharePoint 2010
    Deploy SharePoint 2010 in the enterprise
  • 17. SharePoint GamePLAN
    Jumpstart your SharePoint 2010 Deployment
    2-5 Day Session with a Sr. SharePoint Architect MVP or MCM
    Education on SharePoint 2010
    Brainstorming & Requirements Development
    Assessment – hardware, AD, skills, etc.
    Planning & Implementation Roadmap
    $8,500 + travel for a 4-day engagement
    Email or
    call 800-445-1279 x300 to schedule
  • 18. Downloadable Brochures
    Several handouts are available for download from LiveMeeting:
    SharePoint 2010 GamePLAN
    Enterprise Content Management GamePLAN
    SharePoint Composer/Maestro
  • 19. Resources and Q & A
    Assessment, Planning & Implementation
    Schedule a SharePoint GamePLAN engagement
    Contact us for guidance or assistance with SP2010
    Learn more about SharePoint 2010
    Next Webinar: Social Networking Features, Integration & Governance in SharePoint 2010
    Online resources
    2010 Upgrade & Migration Resource Center
    Licensing Q&A:
    Version Comparison:
    TechNet Governance:
    Link to AIIM Blog:
    Contact Us
    800-445-1279 - Option 2