The SharePoint Maturity Model - as presented at SP Saturday Hartford 1/29/11


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As SharePoint gains in popularity and adoption worldwide, an increasing number of resources is available to help organizations understand and navigate the different aspects of this platform. What’s missing is a cohesive way to analyze and understand the whole; yet most experts have observed that, although SharePoint implementations vary from organization to organization, there is a typical progression of implementation, upward through each functional area and across the areas together. The SharePoint Maturity Model applies a holistic view to a SharePoint implementation, and brings standardization to the conversation around functionality, best practices, and improvement.

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  • 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 -
  • Write email address on the board!
  • 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.”
  • 200 – light switch metaphor.Progression from Information Management to Knowledge Management.=> Mention accessibility issues. (Harbridge 1/29/11)
  • 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.
  • 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.
  • Distinction between the two – represented by slash.
  • 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.
  • The SharePoint Maturity Model - as presented at SP Saturday Hartford 1/29/11

    1. 1. The SharePoint Maturity Model<br />Presented at SharePoint Saturday Hartford<br />By Sadie Van Buren<br />29 January 2011<br />
    2. 2. Agenda<br />1/29/2011<br />2<br />What’s in it for me?<br />About the SharePoint Maturity Model<br />About Me<br />About Burntsand<br />About Microsoft’s SP Competencies<br />SMM Competency Definitions<br />SMM Maturity Level Definitions<br />The SharePoint Maturity Model - overview<br />Self Evaluation Matrix<br />The SharePoint Maturity Model – detail & case studies<br />Credits & Resources<br />Copyright 2011 Sadalit Van Buren<br />
    3. 3. What’s In It For Me?<br />If you are committed to maturing your SharePoint implementation, the Maturity Model can help you develop your strategic roadmap, and ultimately lead to:<br />Greater business process efficiency<br />A more trustworthy SP environment<br />Happier, more empowered users<br />More time for YOU<br />to innovate, rather than putting out fires or answering the same question over and over.<br />1/29/2011<br />3<br />Copyright 2011 Sadalit Van Buren<br />
    4. 4. About the SharePoint Maturity Model<br />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.<br />This model refers to intranets as opposed to public-facing websites.<br />Version 1 published 5 November 2010.<br />1/29/2011<br />Copyright 2011 Sadalit Van Buren<br />4<br />
    5. 5. About Me<br /><ul><li>Project Manager and Business Analyst focusing on SharePoint
    6. 6. Working with SharePoint since beta 2003 version
    7. 7. 50 SharePoint implementations
    8. 8. Microsoft Certified Technology Specialist </li></ul>Consulting Manager, Burntsand<br />5<br />
    9. 9. About Burntsand<br /><ul><li>Leading systems integration firm founded in January 1996
    10. 10. More than 350 blue chip clients
    11. 11. Subsidiary of Open Text, local office in Waltham, MA
    12. 12. Publicly traded on Toronto Stock Exchange (OTEX)
    13. 13. Microsoft Gold Certified partner with six competencies
    14. 14. Have delivered solutions built on the SharePoint and .NET platforms since their inception in 2001</li></ul>1/29/2011<br />Copyright 2011 Sadalit Van Buren<br />6<br />
    15. 15. Microsoft’s SP Competencies<br />Ribbon UI<br />SharePoint Workspace<br />SharePoint Mobile<br />Office Client & Web App Integration<br />Standards Support<br />Business Connectivity Services<br />InfoPath Form Services<br />External Lists<br />Workflow<br />SharePoint Designer<br />Visual Studio<br />API Enhancements<br />REST/ATOM/RSS<br />Sites<br />Tagging, Tag Cloud, Ratings<br />Social Bookmarking<br />Blogs and Wikis<br />My Sites<br />Activity Feeds<br />Profiles and Expertise<br />Org Browser<br />Communities<br />Composites<br />Content<br />Insights<br />PerformancePoint Services<br />Excel Services<br />Chart Web Part<br />Visio Services<br />Web Analytics<br />SQL Server Integration<br />PowerPivot<br />Search<br />Enterprise Content Types<br />Metadata and Navigation<br />Document Sets<br />Multi-stage Disposition<br />Audio and Video Content Types<br />Remote Blob Storage<br />List Enhancements<br />Social Relevance<br />Phonetic Search<br />Navigation<br />FAST Integration<br />Enhanced Pipeline<br />
    16. 16. Competency Definitions<br />1/29/2011<br />Copyright 2011 Sadalit Van Buren<br />8<br />
    17. 17. Maturity Level Definitions<br />Maturation<br />1/29/2011<br />Copyright 2011 Sadalit Van Buren<br />9<br />
    18. 18. The SharePoint Maturity Model – 1 – Core Concepts<br />Maturation<br />1/29/2011<br />10<br />Copyright 2011 Sadalit Van Buren<br />
    19. 19. The SharePoint Maturity Model – 2 – Advanced Concepts<br />Maturation<br />1/29/2011<br />11<br />Copyright 2011 Sadalit Van Buren<br />
    20. 20. The SharePoint Maturity Model – 3 – Readiness Concepts<br />Maturation<br />1/29/2011<br />12<br />Copyright 2011 Sadalit Van Buren<br />
    21. 21. Self Evaluation Matrix<br />1/29/2011<br />13<br />Go to for a quick way to graph this information!<br />Copyright 2011 Sadalit Van Buren<br />
    22. 22. Self Evaluation Matrix – Filled-in Example<br />1/29/2011<br />14<br />Go to for a quick way to graph this information!<br />Copyright 2011 Sadalit Van Buren<br />
    23. 23. Excel Template Available<br />1/29/2011<br />15<br />Go to to get your own!<br />Copyright 2011 Sadalit Van Buren<br />
    24. 24. Publication<br />1/29/2011<br />16<br />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. <br />Copyright 2011 Sadalit Van Buren<br />
    25. 25.
    26. 26. Collaboration<br />1/29/2011<br />18<br />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). <br />Copyright 2011 Sadalit Van Buren<br />
    27. 27.
    28. 28. Business Process<br />1/29/2011<br />20<br />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.<br />Copyright 2011 Sadalit Van Buren<br />
    29. 29.
    30. 30. Search<br />1/29/2011<br />22<br />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.<br />Copyright 2011 Sadalit Van Buren<br />
    31. 31.
    32. 32. People and Communities<br />1/29/2011<br />24<br />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).<br />Copyright 2011 Sadalit Van Buren<br />
    33. 33.
    34. 34. Composites and Applications<br />1/29/2011<br />26<br />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.<br />Copyright 2011 Sadalit Van Buren<br />
    35. 35.
    36. 36. Integration and Insight<br />1/29/2011<br />28<br />Line of business data integrated with the system allows users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single LOB system, multiple LOB systems, Data Warehouse, and external (partner/supplier or industry) data. Insight refers to how the data is viewed in the system.<br />Copyright 2011 Sadalit Van Buren<br />
    37. 37.
    38. 38. Infrastructure<br />1/29/2011<br />30<br />The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.<br />Copyright 2011 Sadalit Van Buren<br />
    39. 39. Staffing and Training<br />1/29/2011<br />31<br />The human resources that support the system and the level of training with which they are provided.<br />Copyright 2011 Sadalit Van Buren<br />
    40. 40. Customizations<br />1/29/2011<br />32<br />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.<br />Copyright 2011 Sadalit Van Buren<br />
    41. 41. Call to Action<br />Fill out the Session Evaluation<br />Fill out the SMM self-assessment!<br />Turn in your data to help build a data model for everyone.<br />Contact me<br />With Questions<br />With Feedback<br />If you’d like help assessing your SP implementation and learning more about how to get to greater SharePoint Maturity.<br />1/29/2011<br />33<br />Copyright 2011 Sadalit Van Buren<br />
    42. 42. Resources<br />Excel Template for the Self-Assessment:<br /><br />1/29/2011<br />34<br />Copyright 2011 Sadalit Van Buren<br />
    43. 43. Credits<br />SharePoint Maturity Model (Customizations) from Hugo Esperanca’s blog.<br />Rate Your Organization's SharePoint Collaboration Maturity, from Lee Reed on EUSP:<br />Capability Maturity Model:<br />1/29/2011<br />35<br />Copyright 2011 Sadalit Van Buren<br />
    44. 44. Acknowledgements<br />My gratitude to Vinnie Alwani, Harold Brenneman, John Francis, Sue Hanley, Richard Harbridge, Mike Landino, Chris McNulty, Mark Miller, Ed Podbelski, Ray Walters, and Derek Weeks for their input and support.<br />1/29/2011<br />Copyright 2011 Sadalit Van Buren<br />36<br />
    45. 45. 1/29/2011<br />37<br />Thank you!<br />Copyright 2011 Sadalit Van Buren<br />