Assess Your SharePoint Maturity                        with          The SharePoint Maturity Model Presented at SharePoint...
Agenda•    Logistics•    What’s in it for you?•    About Me•    About My Company•    Planning for SharePoint•    About the...
Logistics• In Session       – Questions welcome!       – Open wireless access is available at SSID:         SPSTC2011     ...
What’s In It For You?• The Maturity Model can help you measure what you have,  develop your strategic roadmap, and ultimat...
About Me                                           • Project Manager and Business                                         ...
About My Company                                                      • Founded by ex-Microsoft                           ...
Stops on the Road                     to SharePoint Maturity8/13/2011 - #spmaturity @sadalit #spstcdc   ©2011 Sadalit Van ...
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   8#spstcdc
FAIRY DUST8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   9#spstcdc
GREAT       DEPRESSION8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   10#spst...
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   11#spstcdc
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   12#spstcdc
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   13#spstcdc
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   14#spstcdc
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   15#spstcdc
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   16#spstcdc
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   17#spstcdc
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   18#spstcdc
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   19#spstcdc
About the SharePoint Maturity Model• Developed in Fall 2010 for the purpose of bringing a  holistic view to a SharePoint i...
Competency Definitions - CoreArea                           Description                               Presentation of cont...
Competency Definitions - AdvancedArea                           Description                               The human capita...
Competency Definitions - ReadinessArea                           Description                               The hardware an...
Maturity Level Definitions                SharePoint                                    Description                Level  ...
The SharePoint Maturity Model – 1 alongCore Concepts                                     Maturation also occurs           ...
The SharePoint Maturity Model – 2 – Advanced Concepts                                                                     ...
The SharePoint Maturity Model – 3 – Readiness Concepts                                                          Maturation...
Self Evaluation Matrix                    Publication   Collaboration   Business   Search   People &      Composites &   I...
Self Evaluation Matrix – Filled-in Example                    Publication   Collaboration   Business   Search   People &  ...
Data Model Examples8/13/2011 - #spmaturity @sadalit #spstcdc   ©2011 Sadalit Van Buren   33
Excel Template AvailableGo to http://www.sharepointmaturity.com to get your own! 8/13/2011 - #spmaturity @sadalit         ...
Publication Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of fo...
Maturity per Years of Use                                              Publication                        550             ...
Publication – 100-level example                                                                      Source: S. Van Buren8...
Publication – 500-level example                                                                      Source: Microsoft8/13...
Collaboration Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisionin...
Maturity per Years of Use                                            Collaboration                          550           ...
Collaboration – 100-level example                                                                      Source: S. Van Bure...
Collaboration– 400-level example                                                         Source: Nielsen Norman Intranet D...
Business Process Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom a...
Maturity per Years of Use                                            Business Process                            550      ...
Business Process – 100-level example                                                                      Source: S. Van B...
Business Process – 500-level example                                                                      Source: Global36...
Search The ability to query indexed content and return results that are ranked in order of relevance to the search query. ...
Maturity per Years of Use                                                   Search                                550     ...
Search – 100-level example                                                             Source: S. Van Buren8/13/2011 - #sp...
Search – 400-level example (query)                                                         Source: Nielsen Norman Intranet...
Search – 400-level example (results)                                                                      Source: S. Van B...
People and Communities The human capital of the organization as represented in SharePoint by profiles, MySites, and commun...
Maturity per Years of Use                                                                                  People & Commun...
People and Communities – 100-level example                                                                      Source: S....
People and Communities – 500-level example                                                         Source: Nielsen Norman ...
Composites and Applications Custom solutions specific to the needs of the business (traditionally served by paper forms, E...
Maturity per Years of Use                                                                          Composites & Applicatio...
Composites & Applications – 100-level example                                                                      Source:...
Composites & Applications – 400-level example                                                                 Source: Niel...
Integration Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-se...
Integration – 100-level example                                                                      Source: S. Van Buren8...
Integration – 400-level example                                                                 Source: Nielsen Norman Int...
Maturity per Years of Use                                                                                 Integration     ...
Insight The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and c...
Maturity per Years of Use                                                                                         Insight ...
Insight – 100-level example                                                                      Source: S. Van Buren8/13/...
Insight – 500-level example                                                                      Source:8/13/2011 - #spmat...
Infrastructure The hardware and processes that support the system. Areas of focus include farm planning, server configurat...
Maturity per Years of Use                                                                                       Infrastruc...
Staffing and Training The human resources that support the system and the level of training with which they are provided.L...
Maturity per Years of Use                                                                               Staffing & Trainin...
Customizations Custom development and/or third-party products that extend the out-of-box functionality of the system. Area...
Maturity per Years of Use                                                                              Customizations     ...
8/13/2011 - #spmaturity @sadalit                                   ©2011 Sadalit Van Buren   82#spstcdc
Future Plans and Improvements• Article series for SP Magazine• Centralized system for receiving data• Mapping to vendors –...
Call to Action• Fill out the session evaluation (details on next slide)• Fill out the SMM self-assessment!• Send me your d...
Session EvaluationPlease complete and turn in your Session Evaluation Form sowe can improve future events.Survey can be fi...
Thank You!Sadie Van Buren• Twitter: @sadalit• LinkedIn: http://www.linkedin.com/in/sadalitSharePoint Maturity• Twitter: @S...
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Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

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Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 13 August 2011 at SharePoint Saturday The Conference - DC

  1. 1. Assess Your SharePoint Maturity with The SharePoint Maturity Model Presented at SharePoint Saturday The Conference 13 August 20118/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 1
  2. 2. Agenda• Logistics• What’s in it for you?• About Me• About My Company• Planning for SharePoint• About the SharePoint Maturity Model• Overview of the SharePoint Maturity Model• Detail & case studies• Future Plans8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 2
  3. 3. Logistics• In Session – Questions welcome! – Open wireless access is available at SSID: SPSTC2011 – If you’re tweeting / live blogging, please include: • #SPMaturity • #spstcdc • @sadalit• Post-Session – Please fill out your evaluation8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 3
  4. 4. What’s In It For You?• The Maturity Model can help you measure what you have, develop your strategic roadmap, and ultimately lead to: – Greater business process efficiency – A more trustworthy SP environment – Happier, more empowered users – More time for YOU • to innovate, rather than putting out fires or answering the same question over and over.• You can get a quantitative sense of your progress by re- evaluating each year.• You are helping to build a data model that will help answer larger questions about where organizations are in their SP maturity by industry, number of years of use, etc.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 4
  5. 5. About Me • Project Manager and Business Analyst focusing on SharePoint • Working with SharePoint since beta 2003 version • 50 SharePoint implementations • Microsoft Certified IT Pro Senior Software Engineer, BlueMetal Architects8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 5#spstcdc
  6. 6. About My Company • Founded by ex-Microsoft product and technology executives • Helping clients architect, build, and deploy software solutions in 4 areas: – Application Modernization – Cloud Platforms – Information Management – User Experience • Deep and broad expertise in Microsoft and related technologies. • 20 employees with over 125 years of previous experience working directly for Microsoft.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 6
  7. 7. Stops on the Road to SharePoint Maturity8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 7
  8. 8. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 8#spstcdc
  9. 9. FAIRY DUST8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 9#spstcdc
  10. 10. GREAT DEPRESSION8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 10#spstcdc
  11. 11. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 11#spstcdc
  12. 12. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 12#spstcdc
  13. 13. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 13#spstcdc
  14. 14. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 14#spstcdc
  15. 15. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 15#spstcdc
  16. 16. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 16#spstcdc
  17. 17. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 17#spstcdc
  18. 18. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 18#spstcdc
  19. 19. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 19#spstcdc
  20. 20. About the SharePoint Maturity Model• Developed in Fall 2010 for the purpose of bringing a holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement.• Based on CMM and MS SP Pie• Starts at 100 rather than 0• A framework rather than a formula• Typical rather than recommended• Does NOT currently cover: – Public-facing websites – Compliance and regulatory issues – Visual design and branding – Cloud/online versions of SP• Version 1 published 5 November 2010.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 20
  21. 21. Competency Definitions - CoreArea Description Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of contentPublication (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow. Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site),Collaboration archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow). Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focusBusiness Process include data (unstructured/structured), workflow, user security / roles, reporting and analytics, tracking / auditing, process modeling and simulation, and process optimization. The ability to query indexed content and return results that are ranked in orderSearch of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance. 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 23
  22. 22. Competency Definitions - AdvancedArea Description The human capital of the organization as represented in SharePoint by profiles,People & MySites, and community spaces (the virtual spaces that support particular areasCommunities of interest that may span or fall outside the organizational structure). Custom solutions specific to the needs of the business (traditionally served byComposites & paper forms, Excel spreadsheets and/or Access databases) which may beApplications accomplished by multiple technologies working together. Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. MaturityIntegration proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data. The means of viewing business data in the system. Maturity proceeds throughInsight aggregation of views, drill-down and charting, actionability, and analytics and trending. 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 24
  23. 23. Competency Definitions - ReadinessArea Description The hardware and processes that support the system. Areas of focus includeInfrastructure & farm planning, server configuration, storage, backup/restore, monitoring, andAdministration updates. The human resources that support the system and the level of training withStaffing & Training which they are provided. Custom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment,Customizations management of source code, method of build and deployment, testing, and development tier. 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 25
  24. 24. Maturity Level Definitions SharePoint Description Level 500 The particular area is functioning optimally and continuous improvement Optimizing occurs based on defined and monitored metrics. 400 The particular area is centrally supported, standardized, and in use across Predictable the entire organization. Governance is defined and followed. Maturation The way the particular area is leveraged is defined and/or standardized, 300 but not in use across the entire organization. Governance is defined but Defined may not be widely understood/followed. 200 The particular area is managed by a central group (often IT), but the focus Managed and definition varies by functional area, or is limited to a single area. 100 The starting point of SharePoint use. Initial8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 26
  25. 25. The SharePoint Maturity Model – 1 alongCore Concepts Maturation also occurs – this vector Level Publication Collaboration Business Process Search Power users can edit existing workflows to adapt them to changing business needs on the fly. Users Content is personalized to the user. Users understand relationship of Collaboration occurs outside the leverage data from BPM to optimize Content is shared across multiple functions tagging to search results. 500 and systems without duplication. Feedback firewall – i.e. with external contributors. Automated processes process, simulate on real data, clear bottlenecks, balance work across Process exists to create content RUN mechanism is in place for pages and w/no results. Automated exist for de-provisioning and workloads. Users have visibility into Optimizing taxonomy. Automated tagging may be present. archiving sites. the process and can provide tagging may be used. High volumes can be handled. feedback to process improvements. Business processes extend to external users. Workflow is a component of SP- Content is monitored, maintained, targeted Collaboration tools are used across based composite applications with Content types and custom to specific groups. Usage is analyzed. the entire organization. Email is connectivity to LOB systems. Users properties are leveraged in 400 Digital assets are managed appropriately. If more than one doc mgmt system is captured & leveraged. The system supports promotion of content from have access to process analytics and audit trails. Collaboration happens in Advanced Search and/or refiners. Results are Predictable present, governance is defined. Mobile access considered. WIP to final. Mobile access considered. the context of a work item as part of a dynamic, nonlinear business customized to specific needs, may be actionable. process (the “case”). WALK Process is considered as a whole,Maturation Site Columns/ Managed Metadata Collaboration efforts extend rather than as automating functional standardize the taxonomy. Custom content sporadically to discussion threads, tasks. Transition from procedural Search results are analyzed. 300 Types are created. Custom page layouts & site templates are configured. Approval wikis, blogs, and doc libs with versioning. Site templates are document workflow to orchestration of dynamic business process. Best bets and metadata properties are leveraged to aid process is implemented. Incoming email developed for specific needs. SharePoint is becoming the BP Defined activated for some lists/libs. Site Map is Incoming email activated for some platform, w/the introduction of 3rd the search experience. present. Some content targeted to groups. lists/libs. party BPM tool to support more complex business rules. Business processes are designed; Custom metadata is applied to content. Mechanism is in place for new site some custom, departmental “no- Custom scopes employed to aid 200 Templates standardized across sites. Lists used rather than static HTML. Multiple requests. Collaboration efforts are collected in document libraries code” workflows (SP Designer, Visio, or third-party tool) may be the search experience. More complex iFilters may be applied. document mgmt systems may be present (links emailed rather than implemented to handle simple Content may be federated. Managed CRAWL w/out governance around purpose. documents). business rules (decision-based Search Center created. routing). . Business process is loosely defined. Navigation & taxonomy not formally Out of the box SharePoint workflows Out of box functionality for considered. Little to no checks on content. Out of box collaboration sites set up 100 Folder structure re-created from shared drives. Content that could be in lists is as needed without structure or organization. No formal process (approval, collect feedback) leveraged sporadically. A doclib or list query, results, and scopes; PDF iFilter installed; some additional provides a central base of operations. content sources may be Initial posted in Content Editor WP. Out of box site templates / layouts are used. exists for requesting a new site. Any workflow is document- vs. indexed. application-centric. 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 28
  26. 26. The SharePoint Maturity Model – 2 – Advanced Concepts Maturation also occurs along this vector People and Composites and Level Integration Insight Communities Applications Users can edit certain profile Forms connect with LOB External data data that writes back to AD or data. New capabilities & 500 HRIS. MySites template is requirements are surfaced (partner/supplier or Analytics and trending are industry) is integrated with employed. Optimizing customized. Communities & integrated into SP. extend to external participants. downstream capabilities. Profile fields may integrate with Most of the systems that are LOB data. MySites are InfoPath forms improve the desired to be integrated, 400 centralized (only one instance user experience. Mobile are integrated. A data Items are actionable. Predictable per user). Communities flourish functionality is supported. warehouse may be under governance. integrated with SP. Custom profile fields reflect company culture; photos areMaturation updated from central source. Most critical business forms 300 MySites rolled out to all users, are online; some involve Multiple systems are Reports allow drill-down and integrated with SP. charting. Defined supported, trained. Community automated workflows. spaces connect a particular set of users. MySites rolled out to pilot Increasing use of SP lists to A single system is integrated groups or users. Out-of-box replace Excel spreadsheets 200 profiiles implemented. and paper forms. with SP (Line-of-business, Reports are aggregated document management, through customization. Managed Community spaces may be Applications are opened up etc.). piloted. to a larger group of users. Some paper forms Links to enterprise systems converted to SP list forms. Basic profile data imported posted on SP site. Printed or Existing reports are used; 100 from AD or other source. Many Excel spreadsheets, exported business data is data is brought together Access databases, paper Initial MySites host not created. stored in doc libs. AD manually. forms still stored in / linked integrated with SP profiles. to from SharePoint. 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 29
  27. 27. The SharePoint Maturity Model – 3 – Readiness Concepts Maturation also occurs along this vector Infrastructure and Level Staffing & Training Customizations Administration Top-down support in place; Deployment is fully automated System health & error logs dedicated IT business analyst, via features . Source code is 500 monitored. Processes for server admin, helpdesk, training managed centrally as IP, re- archiving & de-provisioning are staff; empowered user usable and shareable. Content Optimizing in place. community. Multiple training owners understand the offerings exist. importance of QA testing. Backup/restore has been tested. Dev and QA environments are IT has more than one resource Deployment is fully automated present. Administration may be knowledgeable on the system. 400 improved via third-party tools. Requests for new functionality – solution package and scripts. Total Cost of Ownership is Predictable BLOB integration may be are tracked and prioritized. An considered. present. Performance end-user training plan is in place. considered.Maturation SP evangelized around the Number of servers is appropriate Mixed automated manual organization by individual or small to demands and scalable for deployment process - some group. Content owners from 300 future growth. Dev some functional areas are trained artifacts deployed via scripts, environment is present. Service others by following list of Defined and using the system. One IT Packs tested in QA and installed manual steps. Source control resource knowledgeable on the in a timely fashion. is centralized. system. SP evangelized to a subset of Changes are deployed from Multiple server installlation or depts or functional areas by an 200 single-server is backed up on a individual; work mainly done by one environment to another using backup/restore. Source Managed regular basis. individual or small group. control is simple file storage. Training is informal, ad-hoc. No development, or Single-server installation, development is done in 100 sometimes rogue . No plan for One pioneer or small group pilots Production. No QA / the product. Initial availability / disaster recovery. development environments. No source control. 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 30
  28. 28. Self Evaluation Matrix Publication Collaboration Business Search People & Composites & Integration Insight Infrastructure Staffing & Customizations Process Communities Applications & Admin. Training599 500 Optimizing500499 400 Predictable400399 300 Defined300299 200200 Managed199 100 Initial100 Date of Assessment Years the organization has used SharePoint Current SP Version (year + standard or enterprise if known) # of users organization-wide # of IT staff supporting SharePoint (combine part-timers & include vendors if they are a regular part of your team) Organization’s Industry 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 31
  29. 29. Self Evaluation Matrix – Filled-in Example Publication Collaboration Business Search People & Composites & Integration Insight Infrastructure Staffing & Customizations Process Communities Applications & Admin. Training599 500 Optimizing500499 400 Predictable400399 300 Defined300299 200200 Managed199 100 Initial100 Date of Assessment 1/29/11 Years the organization has used SharePoint 7 Current SP Version (year + standard or enterprise if known) SP 2010 Enterprise # of users organization-wide 50 # of IT staff supporting SharePoint (combine part-timers & 2.5 include vendors if they are a regular part of your team) Organization’s Industry Professional Services 8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 32
  30. 30. Data Model Examples8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 33
  31. 31. Excel Template AvailableGo to http://www.sharepointmaturity.com to get your own! 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 34 #spstcdc
  32. 32. Publication Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of content (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow. Level Maturity Level Definition Competency The particular area is functioning optimally Content is personalized to the user. Content is shared across 500 and continuous improvement occurs based on multiple functions and systems without duplication. Optimizing defined and monitored metrics. Dynamic and personalized Feedback mechanism is in place for pages and taxonomy. Automated tagging may be present. The particular area is centrally supported, Content is monitored, maintained, targeted to specific 400 standardized, and in use across the entire groups. Usage is analyzed. Digital assets are managed organization. Governance is defined and appropriately. If more than one doc mgmt system is present, Predictable governance is defined. Mobile access considered. followed. Site Columns/ Managed Metadata standardize the The way the particular area is leveraged is taxonomy. Custom content Types are created. Custom page 300 Standardized defined and/or standardized, but not in use and Targeted layouts & site templates are configured. Approval process is Defined across the entire organization. implemented. Incoming email activated for some lists/libs. Site Map is present. Some content targeted to groups. The particular area is managed by a central Custom metadata is applied to content. Templates 200 group (often IT), but the focus and definition standardized across sites. Lists used rather than static HTML. Multiple document mgmt systems may be present w/out Managed varies by functional area. governance around purpose. Navigation & taxonomy not formally considered. Little to no 100 Static and unorganized Folder structure re-created from shared The starting point of SharePoint use. checks on content. drives. Content that could be in lists is posted in Content Initial Editor WP. Out of box site templates / layouts are used.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 35
  33. 33. Maturity per Years of Use Publication 550 500 450 Maturity Level 400 350 350 300 300 250 272 266 278 236 243 200 150 100 1 2 3 4 6 7 9 Years of SharePoint Use8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 38
  34. 34. Publication – 100-level example Source: S. Van Buren8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 39
  35. 35. Publication – 500-level example Source: Microsoft8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 41
  36. 36. Collaboration Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow). Level Maturity Level Definition Competency The particular area is functioning Collaboration occurs outside the firewall – i.e. with external 500 optimally and continuous improvement Outsidecontributors. Automated processes exist for de-provisioning the firewall Optimizing occurs based on defined and monitored and archiving sites. metrics. The particular area is centrally supported, Collaboration tools are used across the entire organization. 400 standardized, and in use across the entire Email is captured & leveraged. Work is promoted from WIP to Predictable organization. Governance is defined and Final which is leverageable. Mobile access considered. followed. The way the particular area is leveraged Cross-enterprise and fuller functionality to discussion threads, Collaboration efforts extend sporadically 300 is defined and/or standardized, but not in wikis, blogs, and doc libs with versioning. Site templates are Defined use across the entire organization. developed for specific needs. The particular area is managed by a Mechanism is in place for new site requests. Collaboration 200 central group (often IT), but the focus and efforts are collected in document libraries (links emailed rather Managed definition varies by functional area. than documents) 100 Team-centric, Out of box collaboration sites formalas needed without The starting point of SharePoint use. mostly organization. No set up process exists for structure or doc storage Initial requesting a new site.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 43
  37. 37. Maturity per Years of Use Collaboration 550 500 450 Maturity Level 400 350 300 250 200 150 100 1 2 3 4 6 7 9 Years of SharePoint Use8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 45
  38. 38. Collaboration – 100-level example Source: S. Van Buren:8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 46
  39. 39. Collaboration– 400-level example Source: Nielsen Norman Intranet Design Annual 20108/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 47
  40. 40. Business Process Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting and analytics, tracking / auditing, process modeling and simulation, and process optimization. Level Maturity Level Definition Competency Power users can edit existing workflows to adapt them to changing business needs on the fly. Users leverage data The particular area is functioning optimally from BPM to optimize process, simulate on real data, clear 500 Analytics drive continuous and continuous improvement occurs based improvements bottlenecks, balance work across workloads. Users have Optimizing on defined and monitored metrics. visibility into the process and can provide feedback to process improvements. Business processes extend to external users. The particular area is centrally supported, Workflow is a component of SP-based composite applications with connectivity to LOB systems. Users have access to 400 standardized, and in use across the entire process analytics and audit trails. Collaboration happens in Predictable organization. Governance is defined and the context of a work item as part of a dynamic, nonlinear followed. business process (the “case”). Process is considered as a whole, rather than as automating Applications consolidated, processes automated document The way the particular area is leveraged is functional tasks. Transition from procedural 300 defined and/or standardized, but not in use workflow to orchestration of dynamic business process. SharePoint is becoming the BP platform, w/the introduction Defined across the entire organization. of 3rd party BPM tool to support more complex business rules. The particular area is managed by a central Business processes are designed; some custom, 200 group (often IT), but the focus and definition departmental “no-code” workflows (SP Designer, Visio, or third-party tool) may be implemented to handle simple Managed varies by functional area. business rules (decision-based routing). . Business process is loosely defined. Out of the box 100 There are workflows in SharePoint? SharePoint workflows (approval, collect feedback) leveraged The starting point of SharePoint use. sporadically. A doclib or list provides a central base of Initial operations. Any workflow is document- vs. application- 48 centric.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren
  41. 41. Maturity per Years of Use Business Process 550 500 450 Maturity Level 400 350 300 250 200 150 100 1 2 3 4 6 7 9 Years of SharePoint Use8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 50
  42. 42. Business Process – 100-level example Source: S. Van Buren8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 51
  43. 43. Business Process – 500-level example Source: Global3608/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 53
  44. 44. Search The ability to query indexed content and return results that are ranked in order of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance. Level Maturity Level Definition Competency The particular area is functioning optimally Users understand relationship of tagging to search 500 Content finds me based on the preferencesmay be used. High and continuous improvement occurs based results. Automated tagging I set Optimizing on defined and monitored metrics. volumes can be handled. The particular area is centrally supported, Content types and custom properties are leveraged 400 standardized, and in use across the entire in Advanced Search and/or refiners. Results Predictable organization. Governance is defined and customized to specific needs, may be actionable. followed. The way the particular area is can filter queries and results I leveraged is Search results are analyzed. Best bets and 300 defined and/or standardized, but not in use metadata properties are leveraged to aid the Defined across the entire organization. search experience. The particular area is managed by a central Custom scopes and iFilters employed to aid the 200 group (often IT), but the focus and search experience. Content may be federated. Managed definition varies by functional area. Search Center created. Out of box functionality for query, results, and 100 The starting point of SharePoint use. and don’t expect much from results. be I use keyword search scopes; some additional content sources may Initial indexed.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 54
  45. 45. Maturity per Years of Use Search 550 500 450 Maturity Level 400 350 300 250 200 150 100 1 2 3 4 6 7 9 Years of SharePoint Use8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 56
  46. 46. Search – 100-level example Source: S. Van Buren8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 57#spstcdc
  47. 47. Search – 400-level example (query) Source: Nielsen Norman Intranet Design Annual 20108/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 58
  48. 48. Search – 400-level example (results) Source: S. Van Buren8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 59
  49. 49. People and Communities The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure). Level Maturity Level Definition Competency The particular area is functioning optimally Users can edit certain profile data that writes back to AD or 500 and continuous improvement occurs based Optimizing Unified Community Experiencecustomized. Communities on defined and monitored metrics. MySites HRIS. MySites template is extend to external participants. may be allowed for external users. The particular area is centrally supported, Profile fields may integrate with LOB data. MySites are 400 standardized, and in use across the entire centralized (only one instance). Communities flourish under Predictable organization. Governance is defined and governance. followed. Custom profile fields reflect company culture; photos are The way the particular area is leveragedof tools enterprise-wide 300 Availability is updated from central source. defined and/or standardized, but not in use MySites rolled out to all users, supported, trained. Defined across the entire organization. Community spaces connect a particular set of users. The particular area is managed by a central 200 group (often IT), but the focus and definition MySites rolled out to pilot groups or users. Out-of-box Managed profiiles implemented. Community spaces may be piloted. varies by functional area. 100 The starting point of SharePoint use. Individual Needs imported from AD or other source. Basic profile data Initial MySites host not created.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 60
  50. 50. Maturity per Years of Use People & Communities 9 350 Years of SharePoint Use 7 252 6 200 4 312 3 148 1 280 100 150 200 250 300 350 400 450 500 550 Average Maturity Level8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 61
  51. 51. People and Communities – 100-level example Source: S. Van Buren8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 62
  52. 52. People and Communities – 500-level example Source: Nielsen Norman Intranet Design Annual 20108/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 63
  53. 53. Composites and Applications Custom solutions specific to the needs of the business (traditionally served by paper forms, Excel spreadsheets and/or Access databases) which may be accomplished by multiple technologies working together. Level Maturity Level Definition Competency The particular area is functioning optimally Forms connect with LOB data. New capabilities & 500 Optimizing Seamless integration withare surfaced & integrated into and continuous improvement occurs based requirements LOB data on defined and monitored metrics. downstream capabilities. The particular area is centrally supported, 400 standardized, and in use across the entire InfoPath forms improve the user experience. Mobile Predictable organization. Governance is defined and functionality is supported. followed. The way the particular area is leveraged is 300 defined and/or standardized, butDepartmental Adoption not in Most critical business forms are online; some Defined involve automated workflows. use across the entire organization. The particular area is managed by a central Increasing use of SP lists to replace Excel 200 group (often IT), but the focus and spreadsheets and paper forms. Applications are Managed definition varies by functional area. opened up to a larger group of users. Some paper forms converted to SP list forms. Many 100 Replacement Excel spreadsheets, Access databases, paper forms The starting point of SharePoint use. of a few key apps Initial still stored in / linked to from SharePoint.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 64
  54. 54. Maturity per Years of Use Composites & Applications 9 300 Years of SharePoint Use 7 268 6 363 4 292 3 258 1 262 100 150 200 250 300 350 400 450 500 550 Average Maturity Level8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 65
  55. 55. Composites & Applications – 100-level example Source: S. Van Buren8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 66
  56. 56. Composites & Applications – 400-level example Source: Nielsen Norman Intranet Annual 20108/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 67
  57. 57. Integration Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data. Level Maturity Level Definition Competency The particular area is functioning optimally 500 External data (partner/supplier or industry) is Most systems integrated and continuous improvement occurs based Optimizing integrated with SP. on defined and monitored metrics. The particular area is centrally supported, Most of the systems that are desired to be 400 standardized, and in use across the entire integrated, are integrated. A data warehouse may Predictable organization. Governance is defined and be integrated with SP. followed. The way the particular area is leveragedsystems integrated is Some use Multiple systems are integrated. 300 defined and/or standardized, but not in Defined across the entire organization. The particular area is managed by a central 200 group (often IT), but the focus and definition A single system is integrated with SP. Managed varies by functional area. Links to enterprise systems posted on SP site. 100 Links The starting point of SharePoint use. to other systems business data is stored in doc Printed or exported Initial libs.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 68
  58. 58. Integration – 100-level example Source: S. Van Buren8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 69
  59. 59. Integration – 400-level example Source: Nielsen Norman Intranet Annual 20108/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 70
  60. 60. Maturity per Years of Use Integration 9 300 Years of SharePoint Use 7 255 6 338 4 247 3 221 1 212 100 150 200 250 300 350 400 450 500 550 Average Maturity Level8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 71
  61. 61. Insight The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending. Level Maturity Level Definition Competency The particular area is functioning optimally 500 I can see what’s Analyticsto happen. employed. and continuous improvement occurs based going and trending are Optimizing on defined and monitored metrics. The particular area is centrally supported, 400 standardized, and in use across the entire Items are actionable. Predictable organization. Governance is defined and followed. The way the particular area isIleveraged is what’s happening can see 300 defined and/or standardized, but not in use Reports allow drill-down and charting. Defined across the entire organization. The particular area is managed by a central 200 group (often IT), but the focus and definition Reports are aggregated through customization. Managed varies by functional area. 100 I can The starting point of SharePoint use. see what happened. used; data is brought together Existing reports are Initial manually.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 72
  62. 62. Maturity per Years of Use Insight 9 300 Years of SharePoint Use 7 247 6 338 4 183 3 191 1 212 100 150 200 250 300 350 400 450 500 550 Average Maturity Level8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 73
  63. 63. Insight – 100-level example Source: S. Van Buren8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 74
  64. 64. Insight – 500-level example Source:8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 75
  65. 65. Infrastructure The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates. Level Maturity Level Definition Competency The particular area is functioning optimally and System health & error logs monitored. 500 continuous improvement occurs based on Processes for archiving & de-provisioning are in Optimizing defined and monitored metrics. place. Disaster Recovery plan is in place. Backup/restore has been tested. Dev and QA The particular area is centrally supported, environments are present. Administration may 400 standardized, and in use across the entire be improved via third-party tools. BLOB Predictable organization. Governance is defined and integration may be present. Performance followed. Users trust the system. considered. The way the particular area is leveraged is Number of servers is appropriate to demands 300 defined and/or standardized, but not in use and scalable for future growth. Dev Defined across the entire organization. Remote access is environment is present. Service Packs tested in available. QA and installed in a timely fashion. The particular area is managed by a central 200 group (often IT), but the focus and definition Multiple server installlation or single-server is Managed backed up on a regular basis. varies by functional area. 100 The starting point of SharePoint use. Single-server installation, sometimes rogue . Initial No plan for availability / disaster recovery.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 76
  66. 66. Maturity per Years of Use Infrastructure 9 450 Years of SharePoint Use 7 362 6 338 4 408 3 244 1 342 100 150 200 250 300 350 400 450 500 550 Average Maturity Level8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 77
  67. 67. Staffing and Training The human resources that support the system and the level of training with which they are provided.Level Maturity Level Definition Competency The particular area is functioning optimally and Top-down support in place; dedicated IT business 500 continuous improvement occurs based on analyst, server admin, helpdesk, training staff; Optimizing empowered user community. Multiple training offerings defined and monitored metrics. exist. The particular area is centrally supported, IT has more than one resource knowledgeable on the 400 standardized, and in use across the entire system. Requests for new functionality are tracked and Predictable organization. Governance is defined and prioritized. An end-user training plan is in place. followed. The way the particular area is leveraged is SP evangelized around the organization by individual or 300 defined and/or standardized, but not in use small group. Content owners from some functional areas Defined are trained and using the system. One IT resource across the entire organization. knowledgeable on the system. The particular area is managed by a central SP evangelized to a subset of depts or functional areas by 200 group (often IT), but the focus and definition an individual; work mainly done by individual or small Managed varies by functional area. group. Training is informal, ad-hoc. 100 The starting point of SharePoint use. One pioneer or small group pilots the product. Initial8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 78
  68. 68. Maturity per Years of Use Staffing & Training 9 450 Years of SharePoint Use 7 362 6 338 4 408 3 244 1 342 100 150 200 250 300 350 400 450 500 550 Average Maturity Level8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 79
  69. 69. Customizations Custom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment, management of source code, method of build and deployment, and development tier. Level Maturity Level Definition Competency The particular area is functioning optimally Deployment is fully automated via features . 500 and continuous improvement occurs based Source code is managed centrally as IP, re-usable Optimizing on defined and monitored metrics. and shareable. The particular area is centrally supported, Deployment is fully automated – solution package 400 standardized, and in use across the entire and scripts. Total Cost of Ownership is Predictable organization. Governance is defined and considered. followed. Mixed automated manual deployment process - The way the particular area is leveraged is 300 defined and/or standardized, but not in use some artifacts deployed via scripts, others by Defined following list of manual steps. Source control is across the entire organization. centralized. The particular area is managed by a central Changes are deployed from one environment to 200 group (often IT), but the focus and definition another using backup/restore. Source control is Managed varies by functional area. simple file storage. No development, or development is done in 100 The starting point of SharePoint use. Production. No QA / development environments. Initial No source control.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 80
  70. 70. Maturity per Years of Use Customizations 9 350 Years of SharePoint Use 7 373 6 288 4 200 3 289 1 255 100 150 200 250 300 350 400 450 500 550 Average Maturity Level8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 81
  71. 71. 8/13/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 82#spstcdc
  72. 72. Future Plans and Improvements• Article series for SP Magazine• Centralized system for receiving data• Mapping to vendors – services and products• Complete mapping to resourcing (with Veronique Palmer)• Mapping to SP versions – Standard/Enterprise – Cloud• Operational steps to maturity in the competencies – (Torben Ellert has already done this for Search – http://www.surfray.com/resources/tech-blog/459-boosting-your- sharepoint-search-maturity-level.html)8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 83
  73. 73. Call to Action• Fill out the session evaluation (details on next slide)• Fill out the SMM self-assessment!• Send me your data to help build a data model for everyone (your name & company name will remain anonymous.)• Contact me (contact info on next slide) – With Questions – With Feedback – If you’d like help assessing your SP implementation and learning more about how to get to greater SharePoint Maturity.8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 85
  74. 74. Session EvaluationPlease complete and turn in your Session Evaluation Form sowe can improve future events.Survey can be filled out at:http://app.fluidsurveys.com/s/spstc2011-Sat-S2C-105Presenter: Sadie Van BurenSession Name: Assess Your SharePoint Maturity With The SharePoint Maturity ModelSession No.: S2C-105
  75. 75. Thank You!Sadie Van Buren• Twitter: @sadalit• LinkedIn: http://www.linkedin.com/in/sadalitSharePoint Maturity• Twitter: @SPMaturity• http://www.sharepointmaturity.com – Tools, templates, and resources8/13/2011 - #spmaturity @sadalit #spstcdc ©2011 Sadalit Van Buren 88

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