Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 30 July 2011 at SharePoint Saturday NYC
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Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 30 July 2011 at SharePoint Saturday NYC

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Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 30 July 2011 at SharePoint Saturday NYC Assess Your SharePoint Maturity With The SharePoint Maturity Model - as presented 30 July 2011 at SharePoint Saturday NYC Presentation Transcript

  • Assess Your SharePoint Maturity with The SharePoint Maturity Model Presented at SharePoint Saturday NYC 30 July 20117/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 1
  • Agenda• Logistics• What’s in it for me?• About Me• About My Company• Planning for SharePoint• About the SharePoint Maturity Model• About Microsoft’s SP Competencies• SMM Competency Definitions• SMM Maturity Level Definitions• The SharePoint Maturity Model - overview• Self Evaluation Matrix• The SharePoint Maturity Model – detail & case studies• Credits & Resources7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 2
  • Logistics• In Session – Questions welcome! – If you’re tweeting / live blogging, please include: • #SPMaturity • @sadalit• Post-Session – Please fill out your evaluation – SharePint at the Hilton across the street7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 3
  • What’s In It For Me?• 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.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 4
  • 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 Architects7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 5
  • 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.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 6
  • Stages of SharePoint7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 7
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  • 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.• 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 2010.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 20
  • About Microsoft’s SP Competencies Ribbon UI SharePoint WorkspaceBusiness Connectivity Services SharePoint MobileInfoPath Form Services Office Client & Web App IntegrationExternal Lists Standards SupportWorkflowSharePoint DesignerVisual StudioAPI Enhancements Tagging, Tag Cloud, RatingsREST/ATOM/RSS Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org BrowserPerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb Analytics Enterprise Content TypesSQL Server Integration Metadata and NavigationPowerPivot Document Sets Multi-stage Disposition Social Relevance Audio and Video Content Types Phonetic Search Remote Blob Storage Navigation List Enhancements FAST Integration Enhanced Pipeline Source: Microsoft Corp.
  • About Customizations in SharePoint• For the purposes of the Maturity Model, Customizations are defined as anything that touches the SharePoint server – i.e. the 12 hive, inetpub, or GAC (thanks Mark Miller!)• Called “Development” by some• Represented with a red line in the matrix – above the line, customization may be needed.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 22
  • 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. 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 23
  • 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. 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 24
  • 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. 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 25
  • 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. Initial7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 26
  • Maturity Level examples SharePoint Level Unified Community 500 Optimizing Dynamic Experience Customized Strategic 400 PredictableMaturation 300 Defined 200 Managed 100 Initial Static Individual Out-of-box Tactical Needs 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 27
  • 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 mechanism is in place for pages and firewall – i.e. with external contributors. Automated processes process, simulate on real data, clear bottlenecks, balance work across Process exists to create content 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, some is Collaboration tools are used across based composite applications with Content types and custom targeted to specific groups. Usage is the entire organization. Email is connectivity to LOB systems. Users properties are leveraged in 400 analyzed. Digital assets are managed appropriately. If more than one doc mgmt 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 system is 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”). 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. 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 Managed w/out governance around purpose. documents). business rules (decision-based Content may be federated. 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. 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 28
  • 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. 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 29
  • 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. 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 30
  • 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 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 31
  • 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 7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 32
  • Data Model Examples7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 33
  • 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. Feedback mechanism is in place for pages and taxonomy. Optimizing defined and monitored metrics. Automated tagging may be present. The particular area is centrally supported, Content is monitored, maintained, some is targeted to 400 standardized, and in use across the entire specific groups. Usage is analyzed. Digital assets are organization. Governance is defined and managed appropriately. If more than one doc mgmt system Predictable is present, 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 defined and/or standardized, but not in use 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. 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 The starting point of SharePoint use. checks on content. Folder structure re-created from shared drives. Content that could be in lists is posted in Content Initial Editor WP. Out of box site templates / layouts are used.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 35
  • Publication – End User Perspective Level End User Perspective I see the content that is relevant to me. 500 I can report a problem or make a suggestion about anything on Optimizing the site. 400 I see the content that is relevant to my department or location. Predictable I know that the content is fresh and regularly maintained. When I navigate around the different sites, I know what to 300 expect at each site. Defined But I have no idea if the content is fresh or not. 200 I know how to use metadata columns. Managed Could you just post this for me? 100 I know how to publish a document in SharePoint. Initial I still get to use my network drive, right? And folders?7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 37
  • 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 Use7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 38
  • Publication – 100-level example Source: S. Van Buren7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 39
  • Publication – 500-level example Source: Microsoft7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 41
  • Publication – Resources Needed Level Resources 500 • System/Business Analyst Optimizing • SharePoint Evangelist 400 • System/Business Analyst Predictable • SharePoint Configurator / Power User • SharePoint Evangelist 300 • System/Business Analyst Defined • SharePoint Configurator / Power User 200 • SharePoint Evangelist Managed • SharePoint Configurator / Power User 100 • SharePoint Configurator / Power User Initial7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 42
  • 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 contributors. Automated processes exist for de-provisioning 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 Collaboration efforts extend sporadically to discussion threads, 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) Out of box collaboration sites set up as needed without 100 The starting point of SharePoint use. structure or organization. No formal process exists for Initial requesting a new site.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 43
  • Collaboration – End User Perspective Level End User Perspective 500 I can collaborate with external contributors. Optimizing 400 I can collaborate using my mobile device. Predictable 300 I can use different collaboration tools or site templates based on what I need. Defined 200 I email links rather than attachments. Managed 100 We have a team site for the work we’re doing. Initial7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 44
  • 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 Use7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 45
  • Collaboration – 100-level example Source: S. Van Buren:7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 46
  • Collaboration– 400-level example Source: Nielsen Norman Intranet Design Annual 20107/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 47
  • 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 and continuous improvement occurs based 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 The way the particular area is leveraged is functional tasks. Transition from procedural document 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 SharePoint workflows (approval, collect feedback) leveraged 100 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.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren
  • Business Process – End User Perspective Level End User Perspective Managers have a business process dashboard that allows them to see all work in progress as well as trends in business demand. Processes are goal-driven 500 with associated service level agreements and productivity expectations Optimizing Operational data about the process execution is examined regularly by business analysts for potential improvements. We have modeled our end-to-end business process. We monitor business activities to understand what’s happening and identify potential hot spots; we recognize the need to re-engineer and improve existing processes to maintain 400 competitiveness Predictable I went from using 7 different applications to a single one in order to get my work done. I can access my work from any browser-based environment, including those on mobile devices. We understand the need to automate processes to improve how work gets 300 done. The workflow can recognize me or my role, and fill in information about Defined me (“my manager”). Process work is assigned to roles, not people 200 We use simple workflows for tasks like approvals within our department. I Managed initiate tasks or report their completion in SharePoint. 100 There are workflows in SharePoint? What is a workflow? Initial I know how to route a document for approval within SharePoint7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 49
  • 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 Use7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 50
  • Business Process – 100-level example Source: S. Van Buren7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 51
  • Business Process – 500-level example Source: Global3607/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 53
  • 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 and continuous improvement occurs based results. Automated tagging may be used. High 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 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 200 group (often IT), but the focus and Custom scopes and iFilters employed to aid the Managed search experience. Content may be federated. definition varies by functional area. Out of box functionality for query, results, and 100 The starting point of SharePoint use. scopes; some additional content sources may be Initial indexed.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 54
  • Search – End User Perspective Level End User Perspective 500 Information finds me, based on the preferences I set. Optimizing 400 Advanced Search helps me filter content before I search for it. Predictable 300 The definitive item in my search results is marked with a little star. Defined 200 I can use SharePoint to search the intranet and our shared drives at the same Managed time. 100 I can’t find anything. Initial There’s Search in SharePoint?7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 55
  • 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 Use7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 56
  • Search – 100-level example Source: S. Van Buren7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 57
  • Search – 400-level example (query) Source: Nielsen Norman Intranet Design Annual 20107/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 58
  • Search – 400-level example (results) Source: S. Van Buren7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 59
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  • Future Plans and Improvements• Centralized system for receiving data• Mapping to vendors – services and products• Complete mapping to resourcing (in conjunction 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)7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 83
  • Upcoming Events• August 11-13 – SharePoint Saturday the Conference – Washington, DC – http://www.spstc.org/Pages/default.aspx7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 84
  • Call to Action• 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.7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 85
  • Contact InformationSadie Van Buren• Twitter: @sadalit• LinkedIn: http://www.linkedin.com/in/sadalitSharePoint Maturity• Twitter: @SPMaturity• http://www.sharepointmaturity.com – Tools, templates, and resources7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 87
  • Thank you!7/30/2011 - #spmaturity @sadalit ©2011 Sadalit Van Buren 88