SPSCincinnati - Effective requirements gathering workshops spscinci- october 2012 - present

SharePoint Saturday CincinnatiEffective RequirementsOctober 27, 2012Gathering:How to organize and runyour workshopsBy Professor Point

Effective Requirements GatheringHow to organize and run yourworkshops Presented By: Ruven Gotz @ruveng #SPSCINCINNATI

@ruveng spinsiders.com/ruvengRuven Gotz ruven.gotz@avanade.com

Buy the Book (or Kindle):http://amzn.to/JnxlcC

Effective Requirements GatheringHow to organize and run yourworkshops Presented By: Ruven Gotz #SPSCINCI NNATI @ruveng

We can do that for $10

We require a jumbo solution to get to our destination

Sometimes, you do need this

Unexpected things happen

More than half of “required” features never get used

Result of a kitchen sink project

SharePoint Workshop

Agenda• About the Project , Our Team & Goals• SharePoint Overview• Department and Role• Document Collaboration• Document Storage and Search• Compliance, Records Management & Off-line• Questions © Ruven Gotz 2011

About the Project, Our Team & GoalsAbout this Project • Determine the requirements and scope for a SharePoint implementation at ABC Corp.Our Team • Alison Andrews – Project Manager • Bob Baker – Technical Architect • Carol Conrad – SharePoint Analyst • Don Drummond – Infrastructure AnalystWorkshop Goals • Set expectations • Gather your input • Keep it to an hour (+ optional half-hour for further questions) © Ruven Gotz 2011

SharePoint 2007 OverviewServer-based Microsoft Documents/tasks/calendars, blogs, wikis, e-mail integration, projectOffice Excel® Business Collaboration management “lite,” Outlookspreadsheets and datavisualization, Report Intelligence integration, offline documents/listsCenter, business Virtual Teams/Global Teamsintelligence Web Parts,KPIs/Dashboards Platform ServicesOOB workflows, Business Workspaces, Mgmt, Enterprise PortalWF integration, Process Security, Storage, Portal template, Site Topology, Site Model Directory, My Sites,rich and Web forms– and social networking,based front-ends, LOBactions, pluggable Forms privacy controlSSO Enterprise Integrated document Content Search management, records Management Enterprise scalability, contextual management, and Web content relevance, rich search for people management with policies and and business data workflow © Ruven Gotz 2011

Ribbon UI SharePoint 2010 Overview SharePoint Workspace SharePoint MobileBusiness Connectivity Services Office Client and Office Web App IntegrationInfoPath Form Services Standards SupportExternal Lists Intranet, Extranet, Team CollaborationWorkflowSharePoint DesignerVisual Studio Tagging, Tag Cloud, RatingsAPI Enhancements Social BookmarkingREST/ATOM/RSS Blogs and WikisBuilding complex solutionson top of SharePoint My Sites Activity Feeds Profiles and ExpertisePerformancePoint Services Org BrowserExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivotBusiness Intelligence Enterprise Content Types Metadata and Navigation Social Relevance Document Sets Phonetic Search Multi-stage Disposition Navigation Audio and Video Content Types FAST Integration Remote Blob Storage Enhanced Pipeline List Enhancements Search Organizing Information © Ruven Gotz 2011

Department and RolePlease introduce yourself:• Name• Department• What is your role within your department?• How do you interact with technology to do your job?• How does the current technology help you (or hinder you) from doing your job? © Ruven Gotz 2011

Document Collaboration• Do you work on documents with others? • How do you collaborate (e-mail, shared drive) ?• What document types do you create? • Which programs do you use?• Do your documents require multiple reviews and edits? Is approval required? • How do you implement the required workflow?• How do you get the final information out to the audience that needs it? • Do you publish PDF’s? • How are they distributed/posted? © Ruven Gotz 2011

Document Storage and Search• Can you find the documents that you need, when you need them? • Does your shared drive folder hierarchy work well? • How long does it take to find a document? At what point do you give up?• When you create a document, do you know where it should be saved? • Are documents saved in more than one location to ease retrieval?• Does search work well? • What features would you like to see in search that would make it better for you and your team. © Ruven Gotz 2011

Compliance, Records Management & Off-line• Do you have any regulatory requirements that you need to meet? • ISO 9000 • Sarbanes-Oxley – Bill 198• How are records management policies implemented? • Are there specific policies for document retention and destruction.• Do you have a need for off-line access? • Do you travel off-site for your work • Do you need to work when you are disconnected from the network. © Ruven Gotz 2011

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Abstract

Concrete

Back on track

Wireframing Workshops

Ruven Gotz Tools Mentioned: @ruveng - Mindjet MindManager - Balsamiq Mockups spinsiders.com/ruveng - BizAgi Entry Level ruven.gotz@avanade.com - Microsoft VisioDownload this deck from SlideShare.com/ruvengDownload sample files: http://bit.ly/sps-sample-files

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SPSCincinnati - Effective requirements gathering workshops spscinci- october 2012 - present

by Ruven Gotz on Oct 27, 2012

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