Information Management in SharePoint2010                                SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   B...
Agenda SharePoint On-premise V SharePoint Online Planning for SharePoint 2010 Information Management     Information A...
SharePoint 2010 OverviewSharePoint 2010 Versions   SHAREPOINT 2010 ON-PREMISE                                   SHAREPOI...
SharePoint 2010 OverviewOffice 365 STRATEGY    CONSULTING   SUPPORT   SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUS...
Moving to SharePoint 2010      “We’ve decided to move to SharePoint      2010, so what considerations do we need      to m...
Moving to SharePoint 2010For those currently on SharePoint 2007, consider the following:   Site Architecture             ...
Information Management   “Information management (IM) is the   collection and management of information   from one or more...
Information ManagementWhat is Information Management?   Information Architecture   Core Business Document Types   Docum...
Information Management1. Information Architecture – Sample Typical First Design                         HelpDesk          ...
    Sets clear roles for governance                                                              Assists with Site Provi...
Information ManagementAGGREGATION LAYER                       mySites Layer                                      Search La...
Information ManagementTHE INFORMATION EXPLOSION                               IT ALL COMES BACK TO THE                    ...
Information Management2. Core Business Documents                                                                          ...
Information Management3. Metadata   Metadata (Properties) describe the document   Metadata are Site Columns and are elem...
Information Management4. Search STRATEGY   CONSULTING   SUPPORT   SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINES...
Information Management Conclusion                                                                     Most fundamental suc...
How to approach a SharePoint Project                “Through doing over 400 SharePoint Projects                globally, w...
Our MethodologyUsabilitySTRATEGY   CONSULTING   SUPPORT   SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCESS
Project ConsiderationsCurrent State Analysis   Review Look and Feel   Review Usability and persona’s   Review Informati...
Project Planning Phase ConsiderationsVision and Scope – critical considerations   Define Overall Information Management S...
Project ConsiderationsCreate a Priority Quadrant STRATEGY   CONSULTING   SUPPORT   SHAREPOINT CONSULTING   INFORMATION MAN...
Project EffortTypical Intranet Project Effort Intranet Complexity            Project Effort Basic Intranet                ...
OSC | Support Services                             PlatinumNow includes                 •   40 hours incidents, 20 hours m...
Microsoft CIE – Customer Immersion Experience                         Connect                               Make Better   ...
End of Information Management Presentation                SHAREPOINT CONSULTING   INFORMATION MANAGEMENT   BUSINESS PROCES...
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Osc share point 2010 information management seminar - 17th feb 2012 - public

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  • osc Project Methodology
  • Osc share point 2010 information management seminar - 17th feb 2012 - public

    1. 1. Information Management in SharePoint2010 SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS AUTOMATIONSharePoint Overview, Information Management, andProject Considerations for SharePoint 2010Karl RedenbachLee Ralph
    2. 2. Agenda SharePoint On-premise V SharePoint Online Planning for SharePoint 2010 Information Management  Information Architecture  Core Business Document Types  Metadata  Search Project Considerations
    3. 3. SharePoint 2010 OverviewSharePoint 2010 Versions  SHAREPOINT 2010 ON-PREMISE  SHAREPOINT 2010 IN THE CLOUD  SharePoint 2010 Enterprise  Office 365  SharePoint 2010 Standard  SharePoint 2010 Foundation (free)  SharePoint for Internet Sites Enterprise  SharePoint for Internet Sites Standard STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    4. 4. SharePoint 2010 OverviewOffice 365 STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    5. 5. Moving to SharePoint 2010 “We’ve decided to move to SharePoint 2010, so what considerations do we need to make and where do we start???” • Should we upgrade from our SharePoint 2007 environment? • What documents do we migrate from our Shared Drive? • How important is overall usability and “look and feel” to adoption? • How do we make people govern and own their areas within SharePoint?
    6. 6. Moving to SharePoint 2010For those currently on SharePoint 2007, consider the following:  Site Architecture  Branding  Does your current site architecture allow for scalability, ease  Does the look and feel of your environment represent the of navigation, and simplicity? corporate brand and culture?  Usability and Adoption  Governance  Did your first SharePoint deployment achieve good  Are SharePoint roles and responsibilities clearly defined and adoption and did users like the system? understood within your organisation?  Content Types  SharePoint Committee  Have you deployed content types for managing core  Do you have an internal working group that regularly catch business documents and other functionality? up in relation to the SharePoint evolution within your organisation?  Search  Has search provided ROI to your business? DEMO’S STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    7. 7. Information Management “Information management (IM) is the collection and management of information from one or more sources and the distribution of that information to one or more audiences”
    8. 8. Information ManagementWhat is Information Management?  Information Architecture  Core Business Document Types  Document Metadata  Search STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    9. 9. Information Management1. Information Architecture – Sample Typical First Design HelpDesk Server List IT Projects Payroll Software  No clear ownership  No consistency Network Document  Security is confusing Centre User Guides  Quickly becomes a mess Projects Payroll  Security Vulnerabilities Home Software  No logical structure Finance Policies Accounts Payable Document HR Policies STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    10. 10.  Sets clear roles for governance  Assists with Site Provisioning  Presents model concisely in 1 page  Represents general security by colour scheme  Good starting point for further maturity  Not intended to be detailed  WHAT IS MISSING FROM THIS SLIDE?STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    11. 11. Information ManagementAGGREGATION LAYER mySites Layer Search Layer • Colleague activity aggregated • Search for any information regardless of where • Project activity aggregated it resides • Community activity aggregated • Refine results based on relevant metadata • Colleague profile updates aggregated • Find corporate knowledge • New ideas and colleague comments aggregated • Get results from LOB applications and shared • Anything you choose to aggregate will be fed drives into your activity stream • Find people with certain skillsets and experience • Find tasks, calendar events, contacts, PDF‘s, anything STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    12. 12. Information ManagementTHE INFORMATION EXPLOSION IT ALL COMES BACK TO THE USER EXPERIENCE • Give users an experience they are comfortable with (ie use proven designs) • If it takes more than 3 clicks to get somewhere, users won’t go there • Give users functionality they are becoming familiar with (ie facebook/twitter/bing) • Understand your users, and persona profiling – different users will interact differently STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    13. 13. Information Management2. Core Business Documents Template  In SharePoint, a Core Business Document can be defined as a Content Type  Content Types properties include: Records  Document Template Policy Metadata  Document Metadata Content  Document Security Type  Associated Workflow  Records Policy  Content Types are one of the most important aspects of Information Architecture Workflow Security STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    14. 14. Information Management3. Metadata  Metadata (Properties) describe the document  Metadata are Site Columns and are elements of Content Types  Why use Metadata ?  Better “searchability” of Information  Consistency of tagging e.g. using look ups and choices  SharePoint can default values e.g. Title, Author, Key dates STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    15. 15. Information Management4. Search STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    16. 16. Information Management Conclusion Most fundamental success factor for SharePoint is Planning and Design:  Define Vision and Scope  Define a Logical Model  Define a detailed Information Architecture Core Business Document Types:  Content Types can be re-used between sites, content deployment hub provides way of distributing across site collections Search – most tangible ROI:  Search will crawl everything within SharePoint, shared drives and other systems Governance:  Must define clear lines of responsibilitySTRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    17. 17. How to approach a SharePoint Project “Through doing over 400 SharePoint Projects globally, we have established a unique, powerful and fresh Project Approach to Information Management projects.”
    18. 18. Our MethodologyUsabilitySTRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    19. 19. Project ConsiderationsCurrent State Analysis  Review Look and Feel  Review Usability and persona’s  Review Information usage  Create current state logical modelFuture State Analysis  Define new Look and Feel  Define success criteria  Create desired Logical Model STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    20. 20. Project Planning Phase ConsiderationsVision and Scope – critical considerations  Define Overall Information Management Strategy/Vision  Define potential future usage of the platform  Define Scope for the ProjectPlanning Phase – critical considerations  Define Logical Model  Define Information Architecture  Define Implementation Roadmap  Define Governance Strategy  Define Migration Strategy  Define Training Strategy STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    21. 21. Project ConsiderationsCreate a Priority Quadrant STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    22. 22. Project EffortTypical Intranet Project Effort Intranet Complexity Project Effort Basic Intranet 4-6 weeks team effort Basic Form and Workflow – 2 days Basic branding and graphic design, minimal training and documentation. 6-10 weeks team effort Standard Master Page – 3 Intermediate Intranet days More advanced branding and graphic design, governance plan and targeted training, audience targeting Intermediate form and Advanced Intranet 10+ weeks workflow – 5 days Whatever you want it to be! Advanced Form, Workflow Ultimately, the business requirements determine overall effort, so: or Master Page – 5+ days  Define the Vision & Scope upfront  Allocate adequate time to Planning & Design STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    23. 23. OSC | Support Services PlatinumNow includes • 40 hours incidents, 20 hours minor modifications per monthquarterly onsite • • Half day onsite per month for health check and platform review (CentrePoint Care Plan) Priority SharePoint catastrophic failure on site support (CentrePoint Emergency Assist)training • Premium support SLA Gold • 30 hours incidents, 15 hours minor modifications per month • Half day onsite per quarter for health check and platform review (CentrePoint Care Plan) • Premium support SLA Silver • 20 hours incidents, 10 hours minor modifications • Standard support SLA Bronze • 10 hours incidents, 5 hours minor modifications • Standard support SLA STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    24. 24. Microsoft CIE – Customer Immersion Experience Connect Make Better Power Take Control Maximize Save a Tree: People with Decisions your of Your Your Use an e- Social to React Personal Inbox Meetings Form Computing Faster ProductivityEfficiently Try social Make the Try Business Use Office 2010 Use InfoPath tomanage emails computing that most of your Intelligence for technologies to manage e-and meetings connects the meetings from everyone through their full potential forms, controlin your inbox workforce. scheduling, to familiar and see how to security, andwith Outlook. Quickly find taking tools, self– quickly create implement people and notes, and service content and workflows. information. setting up a capabilities, and manage Create a web team site. access to critical information. form and publish information. it online. STRATEGY CONSULTING SUPPORT SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS
    25. 25. End of Information Management Presentation SHAREPOINT CONSULTING INFORMATION MANAGEMENT BUSINESS PROCESS AUTOMATION

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