The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

The SharePoint Maturity Model
Presented at SharePoint Saturday Boston
9 April 2011
1
4/12/2011
Copyright 2011 Sadalit Van Buren

Agenda
2
Logistics
What’s in it for me?
About Me
About My Company
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 & Resources
4/12/2011 - #SPSBOS #spmaturity @sadalit

Logistics
3
Questions
If you’re tweeting or live blogging, please include :
#SPMaturity
@sadalit
Raffle – Red Sox tix
SharePint – The Gaff – 467 Moody St. Waltham

What’s In It For Me?
The Maturity Model can help you 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.
4

Data Model Examples
5

About Me
Project Manager and Business Analyst focusing on SharePoint
Working with SharePoint since beta 2003 version
50 SharePoint implementations
Microsoft Certified Technology Specialist
Consulting Manager, Burntsand
6

About My Company
Leading systems integration firm founded in January 1996
Microsoft partner with 2 gold competencies, 3 silver
More than 350 blue chip clients
Subsidiary of Open Text, local office in Waltham, MA
Publicly traded on Toronto Stock Exchange (OTEX)
Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001
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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
Does NOT cover:
Public-facing websites
Compliance and regulatory issues
Visual design and branding
Version 1 published 5 November 2010.
8

About Microsoft’s SP Competencies
Ribbon UI
SharePoint Workspace
SharePoint Mobile
Office Client & Web App Integration
Standards Support
Business Connectivity Services
InfoPath Form Services
External Lists
Workflow
SharePoint Designer
Visual Studio
API Enhancements
REST/ATOM/RSS
Sites
Tagging, Tag Cloud, Ratings
Social Bookmarking
Blogs and Wikis
My Sites
Activity Feeds
Profiles and Expertise
Org Browser
Communities
Composites
Content
Insights
PerformancePoint Services
Excel Services
Chart Web Part
Visio Services
Web Analytics
SQL Server Integration
PowerPivot
Search
Enterprise Content Types
Metadata and Navigation
Document Sets
Multi-stage Disposition
Audio and Video Content Types
Remote Blob Storage
List Enhancements
Social Relevance
Phonetic Search
Navigation
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.
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Competency Definitions - Core
11

Competency Definitions - Advanced
12

Competency Definitions - Readiness
13

Maturity Level Definitions
Maturation
14

The SharePoint Maturity Model – 1 – Core Concepts
Maturation also occurs along this vector
Maturation
4/12/2011
15

The SharePoint Maturity Model – 2 – Advanced Concepts
Maturation
16

The SharePoint Maturity Model – 3 – Readiness Concepts
Maturation
17

Self Evaluation Matrix
18
599
500
499
400
399
300
299
200
199
100
Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information!

Self Evaluation Matrix – Filled-in Example
19
599
500
499
400
399
300
299
200
199
100
Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information!

Excel Template Available
20
Go to http://bit.ly/SMMExcelTemplate to get your own!

Publication
21
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.
4/12/2011

Maturity per Years of Use
22

Publication – 100-level example
23

Publication – 500-level example
24
Source: Burntsand

Collaboration
25
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).

26

Collaboration – 100-level example
27

Collaboration– 500-level example
Source: Burntsand
28

Business Process
29
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, tracking / auditing.

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Business Process – 100-level example
31

Business Process – 500-level example
32
Source: Nielsen Norman Group Intranet Design Annual 2010, Enbridge intranet, p. 63

Search
33
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.

34

Search – 100-level example
35

Search – 500-level example
Source: Burntsand
36

People and Communities
37
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).

38

People and Communities – 100-level example
39
Source: Burntsand

People and Communities – 500-level example
Source: Burntsand
40

Composites and Applications
41
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.

42

Composites & Applications – 100-level example
Source: Burntsand
43

Composites & Applications – 500-level example
Source: Burntsand
44

Integration
45
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.

46

Insight
47
The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending.

48

Insight – 100-level example
49
Source: Burntsand

Insight – 500-level example
50
Source: Burntsand

Infrastructure
51
The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.

52

Staffing and Training
53
The human resources that support the system and the level of training with which they are provided.

54

Customizations
55
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.

56

Future Plans and Improvements
Website with easier means of data entry
Mapping to vendors – services and products
Business Process considerations (in conjunction with Global360)
Mapping to resourcing
Mapping to SP versions
Standard/Enterprise
Cloud
57

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.
58

Upcoming Events
May 17-18: IBF 24 – free interactive broadcast featuring live intranet tours and the latest from industry thought leaders - http://www.ibforum.com/?ibf24what
June 1-3: SPTechCon Boston - http://www.sptechcon.com/Boston2011/ -
Use code VANBUREN for $200 discount
June 20-23: Enterprise 2.0 Boston - http://www.e2conf.com/boston/
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Contact Information
Sadie Van Buren
Twitter: @sadalit
LinkedIn: http://www.linkedin.com/in/sadalit
60

Resources for the Maturity Model
Self Evaluation Matrix:
http://bit.ly/SMMpptMatrix
Excel Template for the Self-Assessment:
http://bit.ly/SMMExcelTemplate
61

Resources for Improving SP Maturity
SharePoint Server 2010: Operations Framework and Checklists - http://bit.ly/MSMOF
62

Resources for Great Intranets
Nielsen Norman Group - Intranet Design Annual 2011: Year's 10 Best Intranets - http://www.nngroup.com/reports/intranet/design/
Slide show compiled by the Intranet Benchmarking Forum
Shows the home pages of 9 intranets including Coke, Coffey International & Westminster Abbey:
http://www.slideshare.net/ibforum/my-beautiful-intranet-slide-show
Intranet case studies - compiled by Stephan Schillerwein
A list of over 50 intranet case studies including HSBC Brazil, Chr. Hansen A/S, IBM & COWI
http://intranet-matters.de/intranet-case-studies/
Intranet Global Forum Facebook Group (you need a facebook account to access) - compiled by Toby Ward - 34 photos of intranet pages
http://www.facebook.com/home.php#!/group.php?gid=2723005032&v=photos
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Credits
SharePoint Maturity Model (Customizations) from Hugo Esperanca’s blog. http://activeobjects.blogspot.com/2008/07/sharepoint-maturity-model-smm_20.html
Rate Your Organization's SharePoint Collaboration Maturity, from Lee Reed on EUSP: http://www.endusersharepoint.com/2010/01/07/adoption-tip-4-of-8-rate-your-organizations-sharepoint-collaboration-maturity/
Capability Maturity Model: http://en.wikipedia.org/wiki/Capability_Maturity_Model
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Thank you!

The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston

by Sadalit Van Buren

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The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston Presentation Transcript