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  • Governance

    1. 1. Gouvernance
    2. 2. From Chaos to Corporate Governance: 10 Steps for Success
    3. 3. What is Chaos? What is Governance?
    4. 4. <ul><li>Site Proliferation – sites with no ownership or responsibility and No Plan or Vision with “junk” in them </li></ul><ul><li>Server Proliferation – IT doesn’t meet needs of my dept. </li></ul><ul><ul><li>How long does it take to create a site for a project? </li></ul></ul><ul><li>Technology proliferation – User confusion - If an organization has File servers, Public Folders, DLs, 3 other storage solutions and SharePoint, where should a user post a discussion or document? </li></ul>What is Chaos?
    5. 5. <ul><li>Governance uses people, process, technology, and policies to define a service, resolve ambiguity, and mitigate conflict within an organization </li></ul>SharePoint Governance Source: The Burton Group
    6. 6. SharePoint Governance <ul><li>People </li></ul><ul><ul><li>Roles and responsibilities </li></ul></ul><ul><li>Process </li></ul><ul><ul><li>How to accomplish common tasks such as creating a new site or requesting new business requirements </li></ul></ul><ul><li>Technology </li></ul><ul><ul><li>Leveraging the features to enforce policies through technology </li></ul></ul><ul><li>Policy: </li></ul><ul><ul><li>Collection of principles - What site owners, designers, developers should / shouldn’t do </li></ul></ul>Source: The Burton Group
    7. 7. <ul><li>Exec Sponsor </li></ul><ul><li>Governance Plan: Clear Goals, Vision, Mission and Metrics </li></ul><ul><li>Skilled Team(s) </li></ul><ul><li>Training </li></ul><ul><li>Service Definition & Service Model </li></ul><ul><li>Easy to search and discover: Information Architecture </li></ul><ul><li>Standards and Policies </li></ul><ul><li>(ITIL/MOF) Configuration and Release Management Processes </li></ul><ul><li>Culture and Adoption </li></ul><ul><li>K.I.S.S. </li></ul>10 Steps to Ensure Success
    8. 8. Exec Sponsor
    9. 10. Governance Plan: Clear Goals, Vision and Mission Statement
    10. 11. Governance Goals and Vision
    11. 12. Skilled Team(s) & Training
    12. 14. SharePoint Specialist Skills Business Intelligence Business Forms Search Content Management Collaboration Portal Platform Services SharePoint Infrastructure Specialist SharePoint Architect SharePoint Creative Designer SharePoint Business Analyst SharePoint Developer(s) SharePoint Trainer
    13. 15. Data Governance Roles And Responsibilities September 2007 “Data Governance: What Works And What Doesn’t”
    14. 16. Must Have Training & Resources <ul><li>IW/KW Site Collection Administrator Training * – Most Important (Champs, Gurus, Pros) 1 day </li></ul><ul><li>Train key IT Pros, developers, designers – </li></ul><ul><li>(1 week typical, add incentive for certification) </li></ul><ul><li>Brown Bags and Informal Internal end-user training for business processes </li></ul><ul><li>Service Offering Site: Online Resources </li></ul><ul><ul><li>Training CBTs, Videos, FAQs </li></ul></ul><ul><ul><li>Policy References, Education site with tutorials and manuals </li></ul></ul><ul><ul><li>End User Training Kit </li></ul></ul>
    15. 17. Service Definition & Service Model
    16. 18. Containment Hierarchy
    17. 19. Tiered Service Offerings/Hosting
    18. 20. Two Types of Service Models Out of the box Custom
    19. 21. Commodity Hosting Examples Adhoc Structured Short term Long term Service Offering
    20. 22. 10 Steps to Ensure Success
    21. 23. Easy to search and discover: Information Architecture
    22. 24. Portal Information Arch example <ul><li>Build initial site architecture and delegate </li></ul>Site Contributors = Board of Directors Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Everyone Site Contributors = Everyone Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Production Team Site Contributors = Research and Development Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Site Visitors = Registered Customers Site Contributors = Customer Support Team Site Designers = SharePoint Designers Site Managers = SharePoint Administrators Source: The Burton Group Home Payroll Support T & E R & D Training Executive Sales Finance Production IT Customer Support BOD
    23. 25. Commodity + Application Hosting Model   Permanent Central Portal Enterprise Search Enterprise Browse Corporate Business Taxonomy With Divisional Stakeholders Per User Ad Hoc Self Service w/ Life Cycle Management Permanent Division Portals Business Process Division News, Scorecards Group Reporting Semi Structured Group, Team, Project Sites and Workspaces Blogs, bios, Social Central Portal Service Offering
    24. 26. Structured vs. Unstructured Data
    25. 27. Multi Deployment/Global Model Incremental Indexing over the WAN (Federated Search coming soon)
    26. 28. Building a Service Offering <ul><li>At what level do I enable self service ? </li></ul><ul><ul><li>Where do I want IT to Step In. </li></ul></ul><ul><li>What quota should I allow? </li></ul><ul><li>How will data or sites be expired ? </li></ul><ul><li>How will I provide search or browse ? </li></ul><ul><li>How does my support scale and support customizations? </li></ul>Adhoc Structured Self Service Smaller Quota Quicker Expiration OOB IT Provisioned Larger Quota Permanent Supported Dev env. $$$ Charge Back
    27. 30. Supportability Models
    28. 31. Where are you going today? local Infrastructure (On premise) Hosted Infrastructure (cloud or outsourced) IT Infrastructure (On premise)
    29. 32. Configuration and Release Management
    30. 33. Process Models for Dev Life Cycle <ul><li>Release Management </li></ul><ul><li>Configuration Management </li></ul><ul><li>Operations Monitoring, Security & Patch Management </li></ul><ul><li>Communications & Service Management </li></ul><ul><li>Code Propagation Testing & Deployment </li></ul>
    31. 34. SharePoint Tips You Must Know <ul><li>PACKAGE IT! Features & Solution Deployment Packages will ensure basic process </li></ul><ul><li>Source MUST BE Packaged .wsp or DENY </li></ul><ul><ul><li>Best way to push and manage deployed code </li></ul></ul><ul><ul><li>Test, test, test - Be sure to see what happens after you use it, then remove it </li></ul></ul><ul><ul><li>Even Configuration can be pushed via features & solutions </li></ul></ul><ul><ul><ul><li> </li></ul></ul></ul><ul><li>Consider virtual environments for Dev, Test/UAT </li></ul>
    32. 35. Reduce Confusion through Consolidation of 'like' services
    33. 36. Culture and Adoption
    34. 38. U nderstanding D esign I mplementation A doption
    35. 39. ???
    36. 40. K.I.S.S.
    37. 41. <ul><li>Do you really need that list def, site def, or third party add on? </li></ul><ul><li>Don’t start with BDC and Excel Services requirements if you’re trying to deploy a portal or search… </li></ul><ul><li>Start with Search, it’s an easy win. </li></ul>Keep It Simple Sharona.
    38. 42. Resources…
    39. 43. <ul><li>Governance Resources on TechNet </li></ul><ul><li> </li></ul><ul><li>Joel’s Blog: </li></ul><ul><li>SharePoint Deployment Guide & Essentials Checklists </li></ul><ul><li>SharePoint Planning and Governance Workshop – Burton Group </li></ul>Resources
    40. 44. SharePoint Deployment Essentials & Governance Checklist
    41. 45. Third Party Management and Governance <ul><li>Universal SharePoint Manager 2007 – Farm reporting, Central Management Console, site security analyzer, remove accounts, clone account security </li></ul><ul><li>Quest Site Administrator : enforce global policies, Site Discovery – Freeware for finding servers and sites; SQL & Storage Usage reporting </li></ul><ul><li>Nintex Reporting 2008 – Advanced Usage and Activity reporting for SharePoint. Roles based dashboards for business and IT, built on Silverlight. </li></ul><ul><li>Bob Mixon MVP (Mixon Consulting) – Governance & Information Architecture Training </li></ul><ul><li> – OnPath Training, Tools, & Workshops </li></ul>
    42. 46. Questions?
    43. 47. Deployment Pre-work <ul><ul><li>Set up a deployment team </li></ul></ul><ul><ul><li>Write up a statement of governance </li></ul></ul><ul><ul><li>Identify key technical requirements </li></ul></ul><ul><ul><ul><li>User requirements </li></ul></ul></ul><ul><ul><ul><li>Infrastructure and operational </li></ul></ul></ul><ul><ul><ul><li>Primary business processes </li></ul></ul></ul><ul><ul><li>Map out high-level site topology </li></ul></ul><ul><ul><li>Define site security standards </li></ul></ul><ul><ul><li>Define design and development standards </li></ul></ul><ul><ul><li>Write up policies for usage </li></ul></ul><ul><ul><li>Create a deployment and rollout plan </li></ul></ul><ul><ul><li>Goal: make it easy for end-users to do the right thing </li></ul></ul>
    44. 48. Usage Policies <ul><li>Write up (HR Handbook) Usage Policies </li></ul><ul><ul><li>Provide clear instruction on how and when users should work with SharePoint </li></ul></ul><ul><ul><ul><li>What constitutes abuse or misuse of system </li></ul></ul></ul><ul><ul><ul><li>How to keep information secure information </li></ul></ul></ul><ul><ul><ul><li>When to use SharePoint versus other alternatives </li></ul></ul></ul><ul><ul><li>Provide information on how users can… </li></ul></ul><ul><ul><ul><li>Get support and training </li></ul></ul></ul><ul><ul><ul><li>Request design and development services </li></ul></ul></ul><ul><ul><ul><li>Request new functionality </li></ul></ul></ul>
    45. 49. Deployment Pre-work <ul><li>Define design and development standards </li></ul><ul><ul><li>Determine standard site templates, web parts, and branding </li></ul></ul><ul><ul><ul><li>Aim for consistent user experiences across sites (e.g., navigation, branding) </li></ul></ul></ul><ul><ul><ul><li>Plan for resources to provide creation and customization of SharePoint websites </li></ul></ul></ul><ul><ul><li>Create policies, standards and deployment terms for customized applications </li></ul></ul><ul><ul><ul><li>Set up a test environment for testing/staging new applications </li></ul></ul></ul><ul><ul><ul><li>Review and certify applications before deploying to production </li></ul></ul></ul><ul><ul><ul><ul><li>Make sure branding, security, and other policy requirements are met </li></ul></ul></ul></ul>
    46. 50. Add Servers to the Farm <ul><li>psconfig.exe -cmd configdb -connect -server app1 -database SharePoint_Config_Contoso -user contosomossfarm -password P@ssw0rd </li></ul>