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Extracting Tangible Benefits to
Working Processes from
SharePoint              Chandima Kulathilake
                        Director – Knowledge Cue Consulting
                                    www.knowledgecue.com
Introduction
            Solutions Architect
                 Help organisations with strategy, planning, governance
                  and best practices by mentoring, facilitating and
                  collaborating on SharePoint projects
                 SharePoint early adopter and practitioner since 1999
                  (Tahoe)
                 Director at Knowledge Cue
                 http://www.knowledgecue.co.nz
                 Follow @knowledgecue on twitter.com
                 chan@knowledgecue.co.nz


Knowledge Cue - www.knowledgecue.com        2                              5 January 2011
Knowledge Cue

              Help with Strategy and Planning for SharePoint
              Sense making for large enterprise projects
                   http://www.sevensigma.com.au
                Pre RFP stage expectation setting
                SharePoint best practices/ “real world” balancing act
                Consulting and deployment
                SharePoint Training for all levels
                Microsoft Certified SharePoint Experts


Knowledge Cue - www.knowledgecue.com      3                              5 January 2011
We work along side and share our
    expertise with

              Kiwibank
              Transpower
              Toyota New Zealand
              Whitireia Open Polytechnic
              Bank of New Zealand
              Plus many more…
                 We also provide independent reviews and health checks
                  for existing deployments


Knowledge Cue - www.knowledgecue.com       4                              5 January 2011
SharePoint 101


            Video
            http://www.microsoft.com/showcase/en/us/details/76
             e8d3af-c2bd-42a6-bb12-befcbd041bf1




Knowledge Cue - www.knowledgecue.com   5                          5 January 2011
How can I get SharePoint? NOW!!

         Available as a Software + Services (aka SaaS)
         http://tinyurl.com/TrialMSOnline




Knowledge Cue - www.knowledgecue.com   6             5 January 2011
Consider SharePoint Online for…

 Accelerating your move to SharePoint
 Affordable alternative to on-premises deployment
 Complementing your existing on-premises deployment
  Quick, secure project-specific infrastructure
  Collaboration with partners (extranet)
  Highly mobile and/or deskless workforce
How can I get SharePoint? (On
    Premise)

           Licensing via Micro$oft
                “free” version –
                  Windows SharePoint 3.0
                  SharePoint Foundation 2010 – May 12th 2010
                SharePoint 2007 Enterprise
                SharePoint 2007 Standard


Knowledge Cue - www.knowledgecue.com   8                   5 January 2011
SharePoint 2010 Landscape




Knowledge Cue - www.knowledgecue.com   9   5 January 2011
The Power of Choice!
    On-Premises and Online Hosting




         On-Premises                           SharePoint                          SharePoint
         Deployments                         Online Standard                     Online Dedicated
•      Self-hosted and managed           •   Multi-tenant hosting            •   Dedicated Hosting
•      Direct access to physical         •   Shared Hardware                 •   Dedicated Hardware
       machines                          •   Outsourced IT management        •   Outsourced IT management
•      Central admin access              •   Hosted within MS data centers   •   Hosted within MS data centers
•      Hosted within own data            •   Partial trust code support      •   Most of the environment is
       centers                           •   Support for SharePoint              customizable (Full and Partial
•      Entire environment                    Designer based customizations       Trust Code Support)
       customizable                      •   Certificate authentication      •   Machine and Process accounts
•      All accounts, machines, and           (today) or Forms based              in a different AD Forest
       data within a single AD Forest        authentication (2010)           •   NTLM Authentication
•      Available to companies of any     •   Available for companies with    •   Available for companies with
       size.                                 5+ seats                            5000+ seats
Evaluating SharePoint “fit” for your
    organisation


            Has a “Microsoft” bias in your Technology strategy
                 SQL Server, Exchange Server, Office 2007 > 2010
            People and Profiles via Active Directory or LDAP
             compliant source
            Data storage growth and backup, archive and retrieval
            Desire to learn and adopt



Knowledge Cue - www.knowledgecue.com       11                        5 January 2011
Choosing where to start


            Ensuring the platform (SharePoint) you choose is
             implemented correctly
                   Operating System Layer
                   Data Layer (Backup, Redundancy, Recovery)
                   IT SLAs
                   Separate the technical foundation deployment from
                    functional (ex: Intranet, DM, RM)



Knowledge Cue - www.knowledgecue.com        12                          5 January 2011
Quantifying Tangible value




Knowledge Cue - www.knowledgecue.com   13   5 January 2011
SharePoint is an extensible platform

   Understand your solution scope
   Configure, Extend or Customise
   Buy, Bend or Build




Knowledge Cue - www.knowledgecue.com   14   5 January 2011
Let’s look at some Examples




Knowledge Cue - www.knowledgecue.com   15   5 January 2011
Knowledge Cue - www.knowledgecue.com   16   5 January 2011
Knowledge Cue - www.knowledgecue.com   17   5 January 2011
Knowledge Cue - www.knowledgecue.com   18   5 January 2011
Knowledge Cue - www.knowledgecue.com   19   5 January 2011
Knowledge Cue - www.knowledgecue.com   20   5 January 2011
Knowledge Cue - www.knowledgecue.com   21   5 January 2011
More Examples at…


• http://www.topsharepoint.com/tag/new-zealand

• http://www.wssdemo.com/Pages/websites.aspx




Knowledge Cue - www.knowledgecue.com   22   5 January 2011
Enterprise deployments


            Using on a true enterprise scale.. One
             “platform” many uses on managed SLA
                 Project sites
                 Custom Apps
                 Collaboration
                 Intranet

Knowledge Cue - www.knowledgecue.com   23             5 January 2011
Support for Collaboration (ad-hoc)




Knowledge Cue - www.knowledgecue.com   24   5 January 2011
Support for Projects (Structured,
    Process activity driven)




Knowledge Cue - www.knowledgecue.com   25   5 January 2011
Support for Projects (Structured,
    Process activity driven)




Knowledge Cue - www.knowledgecue.com   26   5 January 2011
Realising value

            Dedicated team and distributed ownership
            Continuous engagement with your end users
             and stakeholders
            Provide mechanisms for feedback
            Review, prioritise plan to improve
            Implement

Knowledge Cue - www.knowledgecue.com   27            5 January 2011
What’s in store with SharePoint 2010


 Lots of improvements
 Lots of complexity

“with great power comes greater responsibility”


Knowledge Cue - www.knowledgecue.com   28    5 January 2011
Key Features and Benefits
 Building communities
   People Profiles
   Photographs and
    Presence
   “Ask Me About”
   Recent Activities
   Note Board
   Organization
    Browser
   Add Colleagues
   Social Bookmarks
Shared Environments
 Participating in teams
     My Network
     Blogs
     Wikis
     Enterprise Wikis
     Tags
       Tag Clouds
       Tag Profiles
   Ratings
   Colleague and
    Keyword Suggestions
People Search

1. Refine by query
 type, and many
                           2. Phonetic and
   other pivots
                         nickname matching

                                                    3. Sort by
                                               relevance, name or
                                                 social distance


           4. Find me
            (Vanity)
             search



                                                          6. Improved result
                        5. Recently authored                layout and hit-
                              content                         highlighting
Document Management
   Office integration
   Word Automation Services
   The Content Organizer
   Metadata
     Navigation
 Compliance
     Multi-stage disposition
 Accessibility
What’s Makes A SharePoint Document
Different?
 Metadata
   Finding content
   Managed metadata services
 Content Types
 Rich media management
 Document Sets
What’s in store with SharePoint 2010


 Lots of improvements
 Lots of complexity

“with great power comes greater responsibility”


Knowledge Cue - www.knowledgecue.com   34    5 January 2011
SharePoint Deployment Planning Services


                               The NEW SharePoint 2010
                               Upgrade Planning service from
                               SDPS

                                WHAT AM I ENTITLED TO?
PLAN EARLY
Get a customized roadmap for
                                1, 3, 5 , 10 or 15 days of
your 2010 upgrade, Strategy     deployment planning services
Briefing and Architecture       depending on your SA benefit
Design Sessions*, Proof-of-     level delivered by a certified
Concept*                        SDPS Partner
CONTACT US                                     Paid for by your
chan@knowledgecue.co.nz                        SA Benefits!
SDPS Engagement Day Details

Days        Details
1           Includes a Strategy Briefing Session to introduce SharePoint 2010 and
            discuss the immediate and future value of moving to 2010
3           Includes an Architecture Design Session to document the current 2007
            deployment end to end and discuss upgrade options and flags areas of
            potential concern (in addition to the Strategy Briefing Session)
5           Includes an Upgrade Plan to provide formal documentation of the
            upgrade based on data collected (in addition to the Strategy Briefing and
            Architecture Design Session)
10 and 15   Both the 10 and 15 day engagement includes a Pre-Upgrade Checker that
            executes the pre-upgrade checker tool to assess upgrade readiness and
            provide a formal analysis of the results along with recommendations for
            problem resolution (in addition to the Strategy Briefing, Architecture
            Design Session, and Upgrade Plan)
Resources


            SharePoint End User Adoption (Hosted)
             http://tinyurl.com/SPAdoption

            http://www.endusersharepoint.com/

            http://tinyurl.com/AIIMSharePoint



Knowledge Cue - www.knowledgecue.com       37        5 January 2011
Upcoming SharePoint Courses

Course Date          Course Name              Facilitator

22 – 24 March 2010   Power End User           Mark Orange

3 – 7 May 2010       Designer                 Russell Norton


                     For details contact sharepoint@knowledgecue.co.nz
SharePoint User Groups


            Started in 2006 based in Wellington
                 http://www.sharepointusergroup.net.nz
            Wellington, Auckland, Christchurch, Tauranga, Hamilton,
             Hawkes Bay
            Free to attend (Monthly sessions)
            Follow @nzsharepoint



Knowledge Cue - www.knowledgecue.com      39                       5 January 2011
NZ Community
SharePoint Conference 2010

  www.sharepointconference.co.nz

  9th & 10th June 2010
  Duxton, Wellington
  $600 ex GST (Over 250 attended in 2009)
  Pre and Post Conference training (extra cost)
  info@sharepointconference.co.nz
  @NZSharePoint on twitter.com
Thank You


            Chan@knowledgecue.co.nz
            www.knowledgecue.com
            www.chandima.net/Blog




Knowledge Cue - www.knowledgecue.com       41      5 January 2011

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Tangible benefits from SharePoint IM summit 2010 wellington - chandima

  • 1. Extracting Tangible Benefits to Working Processes from SharePoint Chandima Kulathilake Director – Knowledge Cue Consulting www.knowledgecue.com
  • 2. Introduction  Solutions Architect  Help organisations with strategy, planning, governance and best practices by mentoring, facilitating and collaborating on SharePoint projects  SharePoint early adopter and practitioner since 1999 (Tahoe)  Director at Knowledge Cue  http://www.knowledgecue.co.nz  Follow @knowledgecue on twitter.com  chan@knowledgecue.co.nz Knowledge Cue - www.knowledgecue.com 2 5 January 2011
  • 3. Knowledge Cue  Help with Strategy and Planning for SharePoint  Sense making for large enterprise projects  http://www.sevensigma.com.au  Pre RFP stage expectation setting  SharePoint best practices/ “real world” balancing act  Consulting and deployment  SharePoint Training for all levels  Microsoft Certified SharePoint Experts Knowledge Cue - www.knowledgecue.com 3 5 January 2011
  • 4. We work along side and share our expertise with  Kiwibank  Transpower  Toyota New Zealand  Whitireia Open Polytechnic  Bank of New Zealand  Plus many more…  We also provide independent reviews and health checks for existing deployments Knowledge Cue - www.knowledgecue.com 4 5 January 2011
  • 5. SharePoint 101  Video  http://www.microsoft.com/showcase/en/us/details/76 e8d3af-c2bd-42a6-bb12-befcbd041bf1 Knowledge Cue - www.knowledgecue.com 5 5 January 2011
  • 6. How can I get SharePoint? NOW!! Available as a Software + Services (aka SaaS) http://tinyurl.com/TrialMSOnline Knowledge Cue - www.knowledgecue.com 6 5 January 2011
  • 7. Consider SharePoint Online for…  Accelerating your move to SharePoint  Affordable alternative to on-premises deployment  Complementing your existing on-premises deployment  Quick, secure project-specific infrastructure  Collaboration with partners (extranet)  Highly mobile and/or deskless workforce
  • 8. How can I get SharePoint? (On Premise)  Licensing via Micro$oft  “free” version –  Windows SharePoint 3.0  SharePoint Foundation 2010 – May 12th 2010  SharePoint 2007 Enterprise  SharePoint 2007 Standard Knowledge Cue - www.knowledgecue.com 8 5 January 2011
  • 9. SharePoint 2010 Landscape Knowledge Cue - www.knowledgecue.com 9 5 January 2011
  • 10. The Power of Choice! On-Premises and Online Hosting On-Premises SharePoint SharePoint Deployments Online Standard Online Dedicated • Self-hosted and managed • Multi-tenant hosting • Dedicated Hosting • Direct access to physical • Shared Hardware • Dedicated Hardware machines • Outsourced IT management • Outsourced IT management • Central admin access • Hosted within MS data centers • Hosted within MS data centers • Hosted within own data • Partial trust code support • Most of the environment is centers • Support for SharePoint customizable (Full and Partial • Entire environment Designer based customizations Trust Code Support) customizable • Certificate authentication • Machine and Process accounts • All accounts, machines, and (today) or Forms based in a different AD Forest data within a single AD Forest authentication (2010) • NTLM Authentication • Available to companies of any • Available for companies with • Available for companies with size. 5+ seats 5000+ seats
  • 11. Evaluating SharePoint “fit” for your organisation  Has a “Microsoft” bias in your Technology strategy  SQL Server, Exchange Server, Office 2007 > 2010  People and Profiles via Active Directory or LDAP compliant source  Data storage growth and backup, archive and retrieval  Desire to learn and adopt Knowledge Cue - www.knowledgecue.com 11 5 January 2011
  • 12. Choosing where to start  Ensuring the platform (SharePoint) you choose is implemented correctly  Operating System Layer  Data Layer (Backup, Redundancy, Recovery)  IT SLAs  Separate the technical foundation deployment from functional (ex: Intranet, DM, RM) Knowledge Cue - www.knowledgecue.com 12 5 January 2011
  • 13. Quantifying Tangible value Knowledge Cue - www.knowledgecue.com 13 5 January 2011
  • 14. SharePoint is an extensible platform  Understand your solution scope  Configure, Extend or Customise  Buy, Bend or Build Knowledge Cue - www.knowledgecue.com 14 5 January 2011
  • 15. Let’s look at some Examples Knowledge Cue - www.knowledgecue.com 15 5 January 2011
  • 16. Knowledge Cue - www.knowledgecue.com 16 5 January 2011
  • 17. Knowledge Cue - www.knowledgecue.com 17 5 January 2011
  • 18. Knowledge Cue - www.knowledgecue.com 18 5 January 2011
  • 19. Knowledge Cue - www.knowledgecue.com 19 5 January 2011
  • 20. Knowledge Cue - www.knowledgecue.com 20 5 January 2011
  • 21. Knowledge Cue - www.knowledgecue.com 21 5 January 2011
  • 22. More Examples at… • http://www.topsharepoint.com/tag/new-zealand • http://www.wssdemo.com/Pages/websites.aspx Knowledge Cue - www.knowledgecue.com 22 5 January 2011
  • 23. Enterprise deployments  Using on a true enterprise scale.. One “platform” many uses on managed SLA  Project sites  Custom Apps  Collaboration  Intranet Knowledge Cue - www.knowledgecue.com 23 5 January 2011
  • 24. Support for Collaboration (ad-hoc) Knowledge Cue - www.knowledgecue.com 24 5 January 2011
  • 25. Support for Projects (Structured, Process activity driven) Knowledge Cue - www.knowledgecue.com 25 5 January 2011
  • 26. Support for Projects (Structured, Process activity driven) Knowledge Cue - www.knowledgecue.com 26 5 January 2011
  • 27. Realising value  Dedicated team and distributed ownership  Continuous engagement with your end users and stakeholders  Provide mechanisms for feedback  Review, prioritise plan to improve  Implement Knowledge Cue - www.knowledgecue.com 27 5 January 2011
  • 28. What’s in store with SharePoint 2010  Lots of improvements  Lots of complexity “with great power comes greater responsibility” Knowledge Cue - www.knowledgecue.com 28 5 January 2011
  • 29. Key Features and Benefits  Building communities  People Profiles  Photographs and Presence  “Ask Me About”  Recent Activities  Note Board  Organization Browser  Add Colleagues  Social Bookmarks
  • 30. Shared Environments  Participating in teams  My Network  Blogs  Wikis  Enterprise Wikis  Tags  Tag Clouds  Tag Profiles  Ratings  Colleague and Keyword Suggestions
  • 31. People Search 1. Refine by query type, and many 2. Phonetic and other pivots nickname matching 3. Sort by relevance, name or social distance 4. Find me (Vanity) search 6. Improved result 5. Recently authored layout and hit- content highlighting
  • 32. Document Management  Office integration  Word Automation Services  The Content Organizer  Metadata  Navigation  Compliance  Multi-stage disposition  Accessibility
  • 33. What’s Makes A SharePoint Document Different?  Metadata  Finding content  Managed metadata services  Content Types  Rich media management  Document Sets
  • 34. What’s in store with SharePoint 2010  Lots of improvements  Lots of complexity “with great power comes greater responsibility” Knowledge Cue - www.knowledgecue.com 34 5 January 2011
  • 35. SharePoint Deployment Planning Services The NEW SharePoint 2010 Upgrade Planning service from SDPS WHAT AM I ENTITLED TO? PLAN EARLY Get a customized roadmap for 1, 3, 5 , 10 or 15 days of your 2010 upgrade, Strategy deployment planning services Briefing and Architecture depending on your SA benefit Design Sessions*, Proof-of- level delivered by a certified Concept* SDPS Partner CONTACT US Paid for by your chan@knowledgecue.co.nz SA Benefits!
  • 36. SDPS Engagement Day Details Days Details 1 Includes a Strategy Briefing Session to introduce SharePoint 2010 and discuss the immediate and future value of moving to 2010 3 Includes an Architecture Design Session to document the current 2007 deployment end to end and discuss upgrade options and flags areas of potential concern (in addition to the Strategy Briefing Session) 5 Includes an Upgrade Plan to provide formal documentation of the upgrade based on data collected (in addition to the Strategy Briefing and Architecture Design Session) 10 and 15 Both the 10 and 15 day engagement includes a Pre-Upgrade Checker that executes the pre-upgrade checker tool to assess upgrade readiness and provide a formal analysis of the results along with recommendations for problem resolution (in addition to the Strategy Briefing, Architecture Design Session, and Upgrade Plan)
  • 37. Resources  SharePoint End User Adoption (Hosted) http://tinyurl.com/SPAdoption  http://www.endusersharepoint.com/  http://tinyurl.com/AIIMSharePoint Knowledge Cue - www.knowledgecue.com 37 5 January 2011
  • 38. Upcoming SharePoint Courses Course Date Course Name Facilitator 22 – 24 March 2010 Power End User Mark Orange 3 – 7 May 2010 Designer Russell Norton For details contact sharepoint@knowledgecue.co.nz
  • 39. SharePoint User Groups  Started in 2006 based in Wellington  http://www.sharepointusergroup.net.nz  Wellington, Auckland, Christchurch, Tauranga, Hamilton, Hawkes Bay  Free to attend (Monthly sessions)  Follow @nzsharepoint Knowledge Cue - www.knowledgecue.com 39 5 January 2011
  • 40. NZ Community SharePoint Conference 2010 www.sharepointconference.co.nz 9th & 10th June 2010 Duxton, Wellington $600 ex GST (Over 250 attended in 2009) Pre and Post Conference training (extra cost) info@sharepointconference.co.nz @NZSharePoint on twitter.com
  • 41. Thank You  Chan@knowledgecue.co.nz  www.knowledgecue.com  www.chandima.net/Blog Knowledge Cue - www.knowledgecue.com 41 5 January 2011