Basic rules and best practices of SharePoint applied to sites built by end users with minimal to no training. Learning a little about SharePoint will help you a lot in your plans for SharePoint as well as your everyday use of the tool. Make SharePoint work for you.

1. SharePoint Basics Make SharePoint Work For You Talia Israel Kiefer Consulting Inc.

2. Welcome to the First Annual SharePoint Saturday Sacramento!!

3. About Me Talia Israel graduated from CSU Chico with a BS degree in Business specializing in Project Management. She is an Associate Project Manager for Kiefer Consulting where she has worked on multiple SharePoint based projects. She also created and leads the Kiefer Collaboration Experience™ Program, a SharePoint training program for brand new SharePoint users. But really….enough about me….

4. The Line Up What’s SharePoint Anyway? Things to know about SharePoint Common, “Insert foot in mouth here” SharePoint mistakes Content What? Types Metadata vs. Folders Folders vs. Document Sets SharePoint Demo (viewing sites) Design Document Libraries/Lists Workflows Customize SharePoint to you Alerts Views Web Parts Questions?

5. What is SharePoint? SharePoint: A web application platform developed by Microsoft Corporation. It is designed as a centralized replacement for multiple web applications and supports various combinations of enterprise website requirements. It is typically associated with web content management and document management systems. Multi-purpose platforms include: intranet, extranet, internet, websites, document/content/file/records management, social media/networking, enterprise search, web development platform, collaboration, business intelligence, process/information integration, third=party developed solutions.

6. Insert Foot In Mouth Here: “SharePoint is a technology, so it can be ran by IT without business engagement.” IT/top management make all SharePoint decisions “If we build it, they will use it.” No internal marketing, training, launching events No champions in each area/department of the business “SharePoint will solve ALL of the company business problems.” 80/20 rule

7. Content Types What is it? A Content Type is a reusable collection of metadata (columns), workflow, behavior, and other settings for a category of items or documents in a SharePoint 2010 list or document library. They enable you to manage the settings for a category of information in a centralized, reusable way. Essentially, they let you do two things: Store the exact same type of content in multiple locations. Store multiple types of content in the same location.

8. Folders vs. Metadata cont. Metadata (Metalanguage): data about other data. It can be used in any sort of media to describe the contents of the information.

9. Folders vs. Metadata cont.

10. Folders vs. Metadata cont.

11. Folders vs. Metadata cont.

12. Folders vs. Document Sets Document Sets:components, similar to folders, that enable users to collaborate on related documents without having to create a new document library or site.

13. Folders vs. Document Sets cont.

14. SharePoint Do’s…and Don'ts Design: Themes (colors) Logo sizing Home page organization There is a time to follow the rules, and a time to break them: Rule of underlining vs. underlining for the sake of underlining Fold Rule: focus on your site real estate Same goes for libraries and lists Changing your ways: Metadata vs. Folders in SharePoint Folders vs. Document Sets

15. Customize SharePoint to You Alerts Workflows Views WebParts

16. Wrap Up SharePoint can do/solve a lot of business problems and assist companies with: Organization Social media connection Collaboration Document management Efficiency/effectiveness SharePoint will NOT magically solve all your business problems. You must support SharePoint with user champions, marketing, training, and mile stone events in order for SharePoint to support your end users. 80/20 rule: SharePoint can usually out of the box solve 80% of your issues.

17. Wrap Up cont. SharePoint has a lot of great functions that end users can capitalize on: Design layout for home pages Webparts Alerts Approval/review workflows Metadata, document sets, and folders Filtering Sorting/Grouping

18. Don’t Forget SharePint!! Sponsored By….. Join us at 6:00 pm at BJs Brewhousefor a free drink, kindly provided by Rackspace! A great opportunity to network with other SharePoint Professionals! Don’t forget to fill out your bingo cards and surveys to be eligible for GREAT end of day raffles!

19. Thanks to Our Sponsors

20. Questions? Talia Israel tisrael@kieferconsulting.com 916-932-7225