WinDays 2009 - SharePoint For End Users - Shortcuts To Success

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    WinDays 2009 - SharePoint For End Users - Shortcuts To Success - Presentation Transcript

    1. SharePoint for End Users Shortcuts to success Toni Frankola Perpetuum Mobile d.o.o. http://www.sharepointusecases.com http://twitter.com/tonifrankola
    2. Quick poll • My company is: A. Microsoft Partner company B. Small-Medium business (up to 500 employees) C. Large business (more than 500 employees)
    3. Quick poll (2) • SharePoint – implementation status: A. Not installed B. Implemented, but work still in progress C. Completed
    4. Contents 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    5. Licensing 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    6. Licensing Windows SharePoint Services 3.0 SharePoint Server 2007 Standard SharePoint Server 2007 Enterprise
    7. Licensing - prices • Windows SharePoint Services 3.0 • Free • SharePoint Server 2007 – Standard • Server: $4424 • Per user (CAL): $94 • SharePoint Server 2007 – Enterprise • Price same as for Standard • + for each user (CAL): $75 • Enterprise licensing models!
    8. Windows SharePoint Services 3.0 • Features: • Team collaboration sites • Document Management • Contacts, Tasks, Calendars • Blogs, Wikis • Basic Project Management • Basic Search
    9. SharePoint 2007 - Standard • All WSS features and the following: • Enterprise Search • Web Content Management • Records Management • Portal Management • Personalization (My Site)
    10. SharePoint 2007 - Enterprise • Features of Standard but also the following: • Business Data Catalog • BI and Excel Services • InfoPath Web Forms • Performance Point
    11. Licensing – best practices • Match edition to your needs • Consult your licensing partner for best price and licensing model • Choose the right edition – best options: 1. The higher edition 2. 3rd party products 3. Custom development
    12. Quick poll (3) • We are using: A. SharePoint Services 3.0 B. SharePoint Standard C. SharePoint Enterprise
    13. Office 2003 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    14. SharePoint 2007 with Office 2003 Application / Feature Office 2003 Office 2007 Word Automatically updating properties NO YES Write a blog post NO YES Outlook Synchronize items NO* YES (one way only) Synchronize document libraries NO YES Excel Publishing Excel files as web pages NO YES PowerPoint Working with Slide Library NO YES 15
    15. Best practices for Office 2003 • Do you need new features? • Install Office prior to SharePointa • Budget: Training end users for new Office • Beware: You will need Office 2007 eventually  16
    16. SharePoint Designer 2007 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    17. SharePoint Designer 2007 • Required for every implementation • FREE as of April 1st 2009. • Administration, design, workflows…
    18. SharePoint team 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    19. SharePoint team – best practices 1. System administrator 2. Developer or “developer” 3. Consultant or “consultant” 4. Power users 5. End user/business user
    20. What to do with your SharePoint? 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    21. Installation completed
    22. Implementation – best practices • Admin: “It’s installed go play with it!” • Beep! Wrong! Horror! • Questions: • Who is going to use it? • For what it is going to be used? • How it will be used? • You must have a buy-in from end users • You are looking for usage scenarios!
    23. Buy-in, what’s that? • Recognize organizations’ problems • Solve these step-by-step • Cooperate with end users • Start small (pilot for small group of users) • Please note: SharePoint implementation is not a single project
    24. For end users • Educate them • Make their job easier • SharePoint that is not used by end users is not in production!
    25. Implementation – best practices • Form an evangelist team • Support team • Apply an evolution model for your SharePoint • Caution: SharePoint could grow out of control! • Solution: Governance plan!
    26. Implementation – best practices (2) • Give control only to educated power users • They are content owner • It is their responsibility • They should define structure • You define rules • Automate
    27. Typical usage scenarios 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    28. Scenarios • Typical ones: • Managing (search) project documentation • HR processes • Help Desk management • Contracts in legal department • Replace paper based approvals and routing • Central phonebook
    29. Information architecture 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    30. A typical way to start SharePoint implementation? 
    31. SharePoint is (not)designed for following • Supported files: • “Collaboration” documents • NOT supported files: • Databases • Backups • Files larger then 100MB • Reports (dumps) and stuff • Archives • Executables
    32. Planning content types Project Corporate document Account Type
    33. Content types structure Project Corporate document Account Type Report Memo Spec.
    34. Content type structure - example
    35. Alternative view…
    36. Integration with LOB system (no BDC) Report CRM system
    37. Integration with LOB system (no BDC)(2) • Soon to be released to codeplex
    38. Content type search example
    39. Testing environment 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    40. Testing environment • You must have a testing env. • Make a copy of real env. • Virtual • Example:
    41. Testing environment – best practices • Same edition, SPs and features (test and production) • Run IT on a Virtual Hard Disk (demos and stuff) • Test everything on test first!
    42. Tricks and advices for best UX 3. 1. 2. SharePoint Licensing Office 2003 Designer 5. 6. 4. What to do Scenarios Team with SP? 7. 8. 9. Information Testing UX architecture environment
    43. End User SharePoint.com • http://endusersharepoint.com • http://endusersharepoint.com/STP - Q&A
    44. UX – Navigation
    45. UX – Navigation (2)
    46. Interface improvements (3)
    47. KPIs for WSS
    48. KPIs for WSS(2)
    49. Calculated columns
    50. Calculated columns (2) =TEXT(Created,\"dd mmm yy\")
    51. Thank you! Toni Frankola http://www.sharepointusecases.com http://twitter.com/tonifrankola

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