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

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  • Webinar: my company also has a Creative Services department and specializes in usability and visual design of sharepoint – some of that you’ll see in the slides to come.Speaking:Write email address on the board!
  • Mention data model here.Point out – compliance, regulatory issues, and validation are not included here. Possibly change slide to include a section “what this model does NOT cover” – public-facing, regulatory & compliance, etc.Point out – not every competency has to be at the 500 level – you have to decide where to make the investments based on your business.If anyone has read the Checklist Manifesto – this model needs to be customizable to your business.Link to 1st publication - http://www.endusersharepoint.com/2010/11/05/the-sharepoint-maturity-model-version-1-0/
  • MS divides them into six groups
  • Mention data model here.Point out – compliance, regulatory issues, and validation are not included here. Possibly change slide to include a section “what this model does NOT cover” – public-facing, regulatory & compliance, etc.Point out – not every competency has to be at the 500 level – you have to decide where to make the investments based on your business.If anyone has read the Checklist Manifesto – this model needs to be customizable to your business.Link to 1st publication - http://www.endusersharepoint.com/2010/11/05/the-sharepoint-maturity-model-version-1-0/
  • The SharePoint Maturity Model is divided into three sections.
  • As we go along – please rank yourself using the sheet that was on your chair!Russ Edelman – “Different maturity levels within an organization are not unusual.”
  • We’re about to go into the individual competencies…
  • 200 – light switch metaphor.Progression from Information Management to Knowledge Management.=> Mention accessibility issues. (Harbridge 1/29/11)
  • Announcements – look nice with the HTML, but no way to find them individually, or archive them – if you don’t want a page that scrolls forever then you’ll have to delete them.Links – handy but not personalized.
  • Featured story, substories, people profileSites for you - personalizedPolls & recent search activity give a dynamic & interactive component
  • Not just collab around documents and files but all kinds of collaboration activities – nonlinear included.100 – SPRAWL. Other tools also being used as well as SP. Team site used (which creates problem – hundreds of empty Shared Document libraries)That notion of Progression from Information Management to Knowledge Management comes in here too – often there’s good info buried in collab sites which should be promoted to not only Final but example of work to leverage.Customizations here would be cross-site roll-up, information roll-up / aggregation, custom web parts.
  • Designed for collab w/external contributors…
  • No notes.Background - Workflow typesHuman to system – focus here.Scope – DepartmentCross site / cross departmentEnterprise – spans multiple applicationsExternal user integrationHuman to humanSystem to systemTools- OOB workflow – either true OOB or configured- SP Designer / Nintex-- Custom .NET workflow-- Integration to enterprise WF tool. K2, SkeltaAreas of focus:Auditing – on/off in SPMonitoring – build/buyReporting – oob / custom
  • No notes.Harbridge mentioned personalized search results on 1/29/11 – e.g. sales team gets sales-oriented results - I would make this 500 level but needs research if it will be added.Background - Search –Scope – OOB/customIntegration / connectors (ifilters) – OOB/customSEO – Y/NDisplay – facets / best bets / rankings / federation (separate or merged) / results – tabular, w/images, etc. / Actionability Integration w/automated taggingVolume – SP / Fast or other 3rd party tool.
  • No notes.Background:Profiles – maturity progresses through out of box, customization, LOB data, self-service.MysitesTemplate - - OOB / Customized Centralization / organization of mysite and profile (multiple MySites based on domain login etc. – ideal is single.)
  • Distinction between composites/dashboards – dashboards are read-only; composites are interactive.
  • Dynamic mapSelectable indicatorsFull detail at right
  • Distinction between the two – represented by slash.
  • Distinction between the two – represented by slash.
  • Credit to Christophe
  • Lots to consider here.One audience member (Chris M.) pointed out to me on 1/29/11 – the infrastructure maturity is correlated to the degree that IT uses the system.Background - Infrastructure Server config considerations Farm planning - Availability (redundancy / failover)ScalabilityStorage – archiving/de-provisioningLeveraging low-cost storageBLOB integrationBackup & restoreManaged using OOB toolsDefined using 3rd party or custom toolsMonitoring Updates – manual or automatedVirus checking
  • Mention notion of Support – it is baked in to all the 500-levels – it doesn’t matter what the support system is, what matters is that users have a way to report a problem or make a suggestion, and that this is tracked and responded to in a timely fashion.Communications, Marketing, and Culture / Change Management not specifically called out here but they are also essential to adoption of the system.
  • Notion of total cost of ownership – costs $ to build, costs $$$ to maintain & update. Spend more up-front to make the application configurable – so that instead of code drop, change requires update to list, XML, or database table.CustomizationsEnvironment – Prod / Prod + Shared Dev QA / Full 3+ env.Source code – none / simple file storage / source code control system.Build – manual / mixed manual + automated / automatedDeployment & rollback – manual / backup & restore / solution package & scripts / feature creationDeployment – farmwide vs. sandboxed solution (impact on overall farm due to minimized priviliges)Tier – middle (Jquery) vs ? (.NET)
  • Filling out the self-assessment - for you, as an exercise to see how you’re doing. Like taking one of those “am I an alcoholic” quizzes.
  • Filling out the self-assessment - for you, as an exercise to see how you’re doing. Like taking one of those “am I an alcoholic” quizzes.
  • Transcript

    • 1. The SharePoint Maturity Model
      Presented at SharePoint Saturday Boston
      9 April 2011
      1
      4/12/2011
      Copyright 2011 Sadalit Van Buren
    • 2. 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
      Copyright 2011 Sadalit Van Buren
    • 3. 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
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 4. 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
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 5. Data Model Examples
      5
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 6. About Me
      • Project Manager and Business Analyst focusing on SharePoint
      • 7. Working with SharePoint since beta 2003 version
      • 8. 50 SharePoint implementations
      • 9. Microsoft Certified Technology Specialist
      Consulting Manager, Burntsand
      6
    • 10. About My Company
      • Leading systems integration firm founded in January 1996
      • 11. Microsoft partner with 2 gold competencies, 3 silver
      • 12. More than 350 blue chip clients
      • 13. Subsidiary of Open Text, local office in Waltham, MA
      • 14. Publicly traded on Toronto Stock Exchange (OTEX)
      • 15. Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001
      7
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 16. 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
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 17. 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.
    • 18. 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.
      10
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 19. Competency Definitions - Core
      11
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 20. Competency Definitions - Advanced
      12
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 21. Competency Definitions - Readiness
      13
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 22. Maturity Level Definitions
      Maturation
      14
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 23. The SharePoint Maturity Model – 1 – Core Concepts
      Maturation also occurs along this vector
      Maturation
      4/12/2011
      15
      Copyright 2011 Sadalit Van Buren
    • 24. The SharePoint Maturity Model – 2 – Advanced Concepts
      Maturation
      16
      Maturation also occurs along this vector
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 25. The SharePoint Maturity Model – 3 – Readiness Concepts
      Maturation
      17
      Maturation also occurs along this vector
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 26. 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!
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 27. 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!
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 28. Excel Template Available
      20
      Go to http://bit.ly/SMMExcelTemplate to get your own!
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 29. 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
      Copyright 2011 Sadalit Van Buren
    • 30. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      22
    • 31. Publication – 100-level example
      23
      Copyright 2011 Sadalit Van Buren
      4/12/2011 - #SPSBOS #spmaturity @sadalit
    • 32. Publication – 500-level example
      24
      Source: Burntsand
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 33. 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).
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 34. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      26
    • 35. Collaboration – 100-level example
      27
      Copyright 2011 Sadalit Van Buren
      4/12/2011 - #SPSBOS #spmaturity @sadalit
    • 36. Collaboration– 500-level example
      Source: Burntsand
      28
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 37. 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.
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 38. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      30
    • 39. Business Process – 100-level example
      31
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 40. Business Process – 500-level example
      32
      Source: Nielsen Norman Group Intranet Design Annual 2010, Enbridge intranet, p. 63
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 41. 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.
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 42. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      34
    • 43. Search – 100-level example
      35
      Copyright 2011 Sadalit Van Buren
      4/12/2011 - #SPSBOS #spmaturity @sadalit
    • 44. Search – 500-level example
      Source: Burntsand
      36
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 45. 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).
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 46. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      38
    • 47. People and Communities – 100-level example
      39
      Source: Burntsand
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 48. People and Communities – 500-level example
      Source: Burntsand
      40
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 49. 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.
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 50. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      42
    • 51. Composites & Applications – 100-level example
      Source: Burntsand
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      43
      Copyright 2011 Sadalit Van Buren
    • 52. Composites & Applications – 500-level example
      Source: Burntsand
      44
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 53. 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.
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 54. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      46
    • 55. 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.
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 56. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      48
    • 57. Insight – 100-level example
      49
      Copyright 2011 Sadalit Van Buren
      Source: Burntsand
      4/12/2011 - #SPSBOS #spmaturity @sadalit
    • 58. Insight – 500-level example
      Copyright 2011 Sadalit Van Buren
      50
      Source: Burntsand
      4/12/2011 - #SPSBOS #spmaturity @sadalit
    • 59. Infrastructure
      51
      The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 60. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      52
    • 61. Staffing and Training
      53
      The human resources that support the system and the level of training with which they are provided.
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 62. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      54
    • 63. 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.
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 64. Maturity per Years of Use
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      56
    • 65. 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
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      57
    • 66. 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
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 67. 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/
      59
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 68. Contact Information
      Sadie Van Buren
      Twitter: @sadalit
      LinkedIn: http://www.linkedin.com/in/sadalit
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
      60
    • 69. Resources for the Maturity Model
      Self Evaluation Matrix:
      http://bit.ly/SMMpptMatrix
      Excel Template for the Self-Assessment:
      http://bit.ly/SMMExcelTemplate
      61
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 70. Resources for Improving SP Maturity
      SharePoint Server 2010: Operations Framework and Checklists - http://bit.ly/MSMOF
      62
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 71. 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
      63
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 72. 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
      64
      4/12/2011 - #SPSBOS #spmaturity @sadalit
      Copyright 2011 Sadalit Van Buren
    • 73. 65
      Copyright 2011 Sadalit Van Buren
      Thank you!
      4/12/2011 - #SPSBOS #spmaturity @sadalit