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Missing Link Between SharePoint and the End User Community

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Missing Link Between SharePoint and the End User Community

  1. 1. The Missing Link Between SharePoint and the End User Community<br />By Mark Miller Founder and EditorEndUserSharePoint.comSharePoint EvangelistGlobal360<br />
  2. 2. Welcome<br />
  3. 3. Mark Miller, Founder and Editor<br />3<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  4. 4. I am not a Geek<br />4<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  5. 5. I live in New York City.<br />5<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  6. 6. EndUserSharepoint.com<br />Community of SharePoint Authors<br />1,600 articles<br />11,000 comments<br />50,000 page views a week<br />13,500 newsletter subscribers<br />6<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  7. 7. SharePoint Evangelist<br />7<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  8. 8. What is the agenda for the next hour?<br />
  9. 9. Examine Existing SharePoint Knowledge<br />9<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  10. 10. What’s Missing: The Sweet Spot<br />10<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  11. 11. Take Aways and Resources<br />11<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  12. 12. Q&A<br />
  13. 13. Examine Existing State of Affairs<br />
  14. 14. Frustrating Scenarios<br />14<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  15. 15. Phone Your Credit Card Company<br />Automated Message:<br />Please enter your 16 digit account number, followed by the # sign.<br />5 seconds later<br />Hi. This is Bob.<br />May I have your 16 digit account number, please.<br />15<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  16. 16. First Visit to a Doctor’s Office<br />16<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  17. 17. Paper Work for a New Home Loan<br />17<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  18. 18. SharePoint Can Help: Store Process Display<br />18<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  19. 19. Store: Lists and Libraries<br />19<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  20. 20. Process: Workflow<br />20<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  21. 21. Display: Web Parts<br />21<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  22. 22. Enhancements are Even Better<br />22<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  23. 23. Easy Tabs<br />23<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  24. 24. Graphs and Charts<br />24<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  25. 25. jQuery Solutions<br />25<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  26. 26. Q&A<br />
  27. 27. What’s Missing: The Sweet Spot<br />
  28. 28. Investigate the REAL Business Processes<br />“40% of workers ignore company rules because they have developed better ways to get work done.”<br />28<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  29. 29. Workflow<br />Loan Application is in SharePoint <br />Processor reviews loan<br />Underwriter reviews loan<br />Approved?<br />Book Loan<br />Rejected?<br />Notify Customer<br />Manual Tasks:<br /> Review docs in file<br /> Call client for add’l info<br /> Prepare Good Faith Estimate<br /> Underwrite loan<br /> Prepare loan for closing<br />29<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  30. 30. The REAL Process: Information is in Different Places<br />Customer Service<br />HR<br />Finance<br />Loan Management<br /> Audit<br />Loan Servicing<br />30<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  31. 31. The REAL Process: Changes on the Fly<br />Customer Account Info<br />What is happening in my dept?<br />Reroute Loans?<br />Capture Docs?<br />Loan Application is in SharePoint <br />Processor reviews loan<br />Underwriter reviews loan<br />Loan Application is scanned and indexed<br />Approved?<br />Book Loan<br />Rejected?<br />Notify Customer<br />Manual Tasks:<br /> Review docs in file<br /> Call client for add’l info<br /> Prepare Good Faith Estimate<br /> Underwrite loan<br /> Prepare loan for closing<br />Other Docs?<br />Automate Tasks?<br />31<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  32. 32. Key Concept<br />“SharePoint is best for procedures. It is not ideal for process adaptability.”<br />Derek MiersFinding the Sweet Spot<br />32<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  33. 33. Q&A<br />
  34. 34. Demo<br />
  35. 35. Q&A<br />
  36. 36. Six Guaranteed Ways to Kill Productivity<br />
  37. 37. Repetitious Work<br />37<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  38. 38. Missing/Incomplete Information<br />38<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  39. 39. Dated Processes or Procedures<br />39<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  40. 40. Low Morale<br />40<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  41. 41. Rework/Poor Quality Work<br />41<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  42. 42. Lack of Expertise<br />42<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  43. 43. Q&A<br />
  44. 44. Take Aways<br />
  45. 45. Resources on BPM<br />45<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  46. 46. BPM Primer by Colin Teubner<br />46<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  47. 47. Finding the Sweet Spot by Derek Miers<br />47<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  48. 48. Free eBookKill the Things That Kill Productivity<br />48<br />Copywrite 2009-2010 EndUserSharePoint.com<br />
  49. 49. Q&A<br />
  50. 50. Thank You<br />By Mark Miller Founder and EditorEndUserSharePoint.comSharePoint EvangelistGlobal360<br />

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