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SharePoint Solution June Lunch & Learn
 

SharePoint Solution June Lunch & Learn

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Many organizations continue to seek ways to better leverage information, knowledge, collaboration & data to help them achieve greater efficiency & effectiveness. Inevitably Microsoft’s ...

Many organizations continue to seek ways to better leverage information, knowledge, collaboration & data to help them achieve greater efficiency & effectiveness. Inevitably Microsoft’s SharePoint software is introduced into the conversation as part of a possible solution. Will a SharePoint solution help your organization achieve its business objectives and who can you trust for advice?

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    SharePoint Solution June Lunch & Learn SharePoint Solution June Lunch & Learn Presentation Transcript

    • SHAREPOINTFollow the Yellow Brick Road
    • HEARTThe cultural and organizationalobjectives that are important toconsider.
    • Follow the Yellow Brick RoadAS INDIVIDUAL AS YOU Organizations face many unique challenges • Increasing complexity due to technology • Regulatory compliance • Constantly changing competitive landscape • Uncertainty Why did we choose SharePoint 2010? Today’s discussion is just the tip of the iceberg THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 3 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick RoadAS INDIVIDUAL AS YOU SharePoint 2010 enables outcomes • Culture • Organizational Effectiveness • Competitive Advantage Is your life getting any easier? THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 4 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU Culture, an organization’s “heart” In 1963, Peter Drucker said, “International economic theory is obsolete,” and, “that the traditional factors of production – land, labor, and capital – are becoming restraints rather than driving forces.” • People as knowledge workersCULTURE • Investment versus expense • Knowledge is both experiential and artifact-based • ROI2 How well a company innovates, collaborates, or delivers its projects is heavily dependant upon our ability to leverage our knowledge; collectively and individually THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 5 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU Effective organizations create value Is technology helping you create value? • Where are you spending your money • Does your technology stack create synergy • Are you using technology appropriatelyORGANIZATIONALEFFECTIVENESS • Are you working on the “right” things Technology does not solve problems, people do THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 6 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU Technology helps organizations compete We ARE dependant on technology • Speed to market • Branding • Gaining insightCOMPETITIVEADVANTAGE • Creation of value THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 7 © 2011 THE TRIPLE-I CORPORATION
    • BRAINAn overview of the technologyand examples of key businessapplications.
    • Follow the Yellow Brick RoadAS INDIVIDUAL AS YOU SharePoint 2010 has the capability to act like a “BRAIN” for the aspiring Scarecrow by leveraging key business concepts… Data Visualization Workflow Implementation Collaborative Integration THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 9 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU SharePoint 2010 Helps Turn Data into a Compelling Decision Making Tool – “See Beyond the Numbers” DATAVISUALIZATION Custom Performance Solutions Point • Mapping Enabling • Dashboards • Web Parts technologies • Analysis • Etc. Services • Business Excel Connectivity Services Services • Excel Web • Pivot Access • SQL Reporting • PowerPivot Services Chart Web Part THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 10 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU SharePoint 2010 Helps Turn Data into a Compelling Decision Making Tool – “See Beyond the Numbers” • Simple SharePoint List or Chart (Chart Web Part) Native to SharePoint. Code-free solution. Quick visualization of SharePoint data. Multiple chart types available. Wizard driven. • Excel Services Render data, charts, interface using native Excel components. Data stored in Excel. Renders Excel 2010 functions (e.g. Slicers) without Excel 2010 on all clients. Uses native SharePoint Status Indicators (KPIs). DATA o Excel Web AccessVISUALIZATION o Power Pivot • Enabling technologies o Business Connectivity Services Use when key data lives outside SharePoint direct control. o SQL Server Reporting Services (SSRS) “Code free” but requires development tools. Designed using Business Intelligence Developer Studio. Host in SQL Server or SharePoint o Pivot “Interact with massive amounts of data in ways that are powerful, informative, and fun”. Interaction model that accommodates the complexity and scale of information rather than the traditional structure of the Web. Create a “collection”- underlying schema is CXML or Collection XML. View in SharePoint via Silverlight viewer. THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 11 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU SharePoint 2010 Helps Turn Data into a Compelling Decision Making Tool – “See Beyond the Numbers” • Performance Point 2010 Integrates Excel Services, SSRS, and Performance Point Elements. Uses Dashboard Designer (browser downloadable). Sophisticated self service modeling. Ideal for SSRS but also work with standard data sources (lists, SQL). o Dashboards o Analysis Services DATA • Custom SolutionsVISUALIZATION o Mapping IDC reports that nearly 80% of business data has a location component. Make business tools as engaging as what’s on the web. Use cases include Customer base / trade areas, Routing and shipping, Targeted marketing, and Supply chain & disruption resolution. o Custom Web Parts THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 12 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU SharePoint 2010 Helps Turn Data into a Compelling Decision Making Tool – “See Beyond the Numbers” Large Datasets Visual Pivot Navigation PowerPivot Mapping DATA PerformancePointVISUALIZATION SharePoint list KPI / Status Indicator SQL Chart Web Part Reporting Excel Services Services Access Printing or Services Exporting Small Datasets (Graphic originally presented at SharePoint Saturday Boston, Sep 2010 by Chris McNulty and Sadie Van Buren) THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 13 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU SharePoint 2010 Helps Keep Work Moving Forward • Automating Business Application Processes Check fields X, Y, and Z in Data Source #1 at 2:00am Did the fields No Log to history list change? WORKFLOW YesIMPLEMENTATION Update fields in the Executive Dashboard Log to history list Send a notification to dashboard users of the change THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 14 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU SharePoint 2010 Helps Keep Work Moving Forward • Automating Human Collaborative Processes User submits Web Form Expense Report (with scanned receipts) No Is form complete? Yes Assign Expense WORKFLOW Start approval Lookup manager of a Report Approval process userIMPLEMENTATION Task to the Manager Does the Manager Send a notification Approve within 24 No to the Manager hours? Yes Send a notification Start expense Is form approved? to the User No Yes payment workflow Send a notification Log to history list to the User and to Finance THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 15 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU SharePoint 2010 “Plays Well With Others” • Microsoft Project 2010 and Project Server Assign tasks, update task statuses, conduct team discussions, and view the project timeline all from within SharePoint!! Team members do not even need to have Microsoft Project on their systems. • Microsoft Visual Studio Team Foundation Server 2010 Assign tasks, update task statuses, conduct team discussions, and view the project timeline all from within SharePoint!! Team members do not even need to have Team Foundation Server on their systems.COLLABORATIVE INTEGRATION • Microsoft Dynamics CRM 2010 Have visibility to the CRM data from within SharePoint. Synchronize data in either direction. • Microsoft Dynamics GP 2010 Dynamically read data from, and update data to GP from SharePoint. THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 16 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU FEATURE WORD POWERPOINT VISIO EXCEL OUTLOOKSave to SharePoint l l l lView and Manage Versions l l l lView/Manage/Start Workflows l l l lView and Manage Workflow Tasks l l l lCo-Authoring of the same document simultaneously l l lSet Managed Metadata Properties l l lOne click document synchronization with the server l l lSocial Integration with Notes and Tags l l l lOffice BackStage l l l lSlideshow Broadcasting from PowerPoint through PowerPoint web app lEdit Video and Pictures within the document lScreen Capture Tools lPublish to Visio Web Services from the client lBuild Workflows for SharePoint lImport Visio Workflows to SharePoint Designer 2010 lImproved Publishing to Excel Web Access lExcel SparkLines lExcel data slicers lSocial connector to LinkedIn lTake SharePoint lists offline lOverlay Calendars lPlug-ins to connect to SharePoint social features l THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 17 © 2011 THE TRIPLE-I CORPORATION
    • COURAGEManaging SharePoint to achievethe maximum results for yourorganization.
    • Follow the Yellow Brick RoadAS INDIVIDUAL AS YOU Governance, technology’s Achilles heel Implementing the technology is just the start • Governance that enables versus controls • Courage; persist and persevere • Managing to achieve results Good governance creates “stickiness” THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 19 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU Enabling versus controlling SharePoint 2010 • Guides how technology is used to achieve business objectives • Balances needs of the organization with needs of the user(s) • Enables outcomes ENABLINGGOVERNANCE THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 20 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU Governance that enables the business ENABLINGGOVERNANCE THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 21 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU Courage; the ability to persist and persevere SharePoint 2010 is the technology, but it’s really about change • Leadership support • Involve key influencers • Make decisionsPERSIST ANDPERSEVERE • Aggressively communicate Be prepared for curve balls THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 22 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick Road AS INDIVIDUAL AS YOU Business success = achieving results SharePoint 2010 implementations are projects • Budget • Team • ScheduleACHIEVING RESULTS • Look for synergies Behaviors will change THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 23 © 2011 THE TRIPLE-I CORPORATION
    • Follow the Yellow Brick RoadAS INDIVIDUAL AS YOU Summary “If you dont know where you are going, any path will take you there.” --Sioux proverb • Know your desired outcomes • SharePoint 2010 is a powerful tool • Treat it as a project • Governance that enables versus controls THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 24 © 2011 THE TRIPLE-I CORPORATION
    • AS INDIVIDUAL AS YOU SHAREPOINT Follow the Yellow Brick Road THE TRIPLE-I CORPORATION | WWW.TRIPLEI.COM | 913.563.7200 | 6330 LAMAR, SUITE 230 | OVERLAND PARK, KS 66202 | PAGE 25 © 2011 THE TRIPLE-I CORPORATION