This document summarizes an online conference that will take place on June 17th and 18th 2015 about building business solutions in Office 365 and SharePoint Online. It discusses the promises and realities of Office 365 and how to create integrated business solutions by setting up a structured intranet and filling modules with solutions like HR, IT, and marketing portals. It also covers challenges like the need for custom development and business analysis skills, and provides recommendations for learning more about the topic.

1. Online Conference
June 17th and 18th 2015
WWW.COLLAB365.EVENTS
Building Business Solutions on
Office 365 and SharePoint Online
Thursday October 8

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Darrell Trimble
Email:darrellt@spmarketplace.com
Twitter : @DarrellTrimble
LinkedIn :Darrell Trimble
• Leader in Office 365 Business Solutions
• SP Business Suite:
Out-of-the-box Portals and Business Application
templates for SMBs
• Started in 2012, over 500 customers worldwide
• www.spmarketplace.com
• Me - 30 years in software, 10 years in SharePoint

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Agenda
• Office 365 - are you really getting all you can out of it?
• Apps, Next Gen Portals, Sites, Web Parts… Confused?
• Integrated Business Solutions Model
• Assembling Business Solutions in Office 365

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The Promise of Microsoft Office 365

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Office 365 Vision

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The Reality
Office Automation
Team Collaboration
Business Process Automation
Time

7. Online Conference
June 17th and 18th 2015
An Integral Part of Office 365
EcoSystem

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Some Definitions
• SharePoint Apps
– Self-contained extensions that may include cloud-based logic and data. They have their own user interface,
data structure and processes. They are only available from the SharePoint Apps Catalog.
• Next Gen Portals
– Prebuilt portals from Microsoft that provide a collaborative service such as video management, people,
documents (knowledge Portal) etc.
• Business Solutions
– Full business applications which support one or more operational functions such as HR, Finance, IT etc. These
solutions include a navigation structure, data model, common user interface and workflow structure. These
solutions are often built on SharePoint by consultants or delivered as templates
• Operational Structure
– An overall structure in the context of the business operation in which the business is organized and operates.
Within the structure functional operation entities manage different aspects of the business. This is delivered as
a SharePoint site structure model.

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Its Confusing isn’t it?
Onboard
Directory
Org Chart
Schedule
Polls
Alert
Training
Reviews
Projects
OnboardDirectory
Org Chart
Reviews
Intranet
Home
HR IT Sales
Employee
Self-Service

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NextGen Portals

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There is a way….
Intranet

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Put SharePoint Structure into the Context of
the Organization
Intranet Portal
HR
HR. Employee
Portal
IT
IT Portal
Marketing Admin Sales Services Other…
Self - Service Forms Center

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Department
Intranet Home
Department Department
Self-Service Portal Documents Portal Forms Portal
Divisions or Groups
Integrated Business Solutions Model

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Department
Intranet Home
Department Department
Service Requests Documents Portal Forms Portal
Organization
EmployeeSelf-
Service
Departments
Communities
Divisions or Groups
1. Setup an Intranet Structure in the context of your organization

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HR
My Company Home
IT Marketing
Help Central Documents Central Forms Central
Organization
EmployeeSelf-
Service
Departments
Communities
Operations
1. Setup an Intranet Structure in the context of your organization
My HR My IT
My
Marketing

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2. Fill out each solution module

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2. Completed solution
Polls
Tabs
NewsFeed
Directory

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2. Completed solution

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Example 2: HR Solution
• Employee Info
• Hiring
• On-boarding
• Performance
• Time off
• Policy Mgt
• Benefits

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HR Business Solution
Onboard
Org Chart
Reviews

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Look and Feel - Branding
• Drives User Adoption
• A natural part of the organization – colors, logos, etc

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Needs to fit into Office 365

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Follow Microsoft Guidelines
• Your site won’t break due to future MS changes to O365
• It will be a natural part of the new Office 365 Ecosystem
• Don’t be lured by flashy Intranet sites which are not standard SharePoint!

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Simple Branding Rules
1. Don’t change the Master page
2. Minimal CSS Changes
3. Follow theme color schemes

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Integrated Solution Model Challenges
• Need to build the overall structure and solution sites
– Need to have business analyst knowledge
– SharePoint skills and experience is required
– Understand SharePoint limitations
• SharePoint Apps are not designed to integrate into an overall solution
– No common design guidelines for look and feel, data architecture, or
– Isolated apps with no integration with other apps or solutions
• At present Apps model requires developers to build integration (as presented by Microsoft)
– REST, JSOM, etc.
– Hard coded, not flexible

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Your Options
• Design and Build yourself
• Have it built – Consultants
• Start with Templates and customize

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Learn more…
• Recommended Blog Sites
– www.spmarketplace.com/doing-business-365
– SharePoint Composite Handbook - MS
– http://www.wonderlaura.com/
– Beginning SharePoint 2013: Building Business
Solutions - Amazon

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Stay tuned for more great sessions …