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Planning and implementing SharePoint


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Francois Pienaar and Philippe Morin join forces to discuss how to plan for and implement SharePoint.
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Planning and implementing SharePoint

  1. 1. Planning and ImplementingSharePointFrancois Pienaar @fhpienaarPhilippe Morin @SharePointBrew
  2. 2. Introductions I’ll still kick your butt though… Just saying I LOVE SharePoint! Francois • Freakin serious about SharePoint bru! • Important guy atPhilippe IMMIX Solutions• Managing Member ECM + • 7.5• 8.5 years business experience in Development, con ECM and SharePoint figuration, manag• International conference ement, and attendee and speaker business• All around cool guy experience on SharePoint
  3. 3. Purpose of Today
  4. 4. What is SharePoint… seriously now?
  5. 5. Top Mistakes 1. Build it and they will come… Give them the tools and they’ll collaborate. 2. Buy Rolls Royce software butIno business drive for adoption. Why do feel so disconnected? 3. Content indexing and text search is fine. 4. Lousy site navigation. 5. No personalisation. 6. “Change management costs how much? No thanks, we’ll do training.”
  6. 6. How to look @ SharePoint?
  7. 7. Key Steps in Planning for SharePoint Understand SharePoint first – not a solution – it’s a shell The lay of the land – what are your objectives and requirements Saying “I want document management” is not a requirement, that is quoting functionality within SharePoint Understand the measurement criteria behind your requirements Finally…. map functionality to these objectives
  8. 8. Objectives Best Question: What are you trying to achieve? And Why? I know, we need Document Management!! For goodness sake… Why? For what purpose
  9. 9. ExampleBusiness Objective User ObjectiveIncrease Customer satisfaction Have pertinent information availablethrough lower call duration in the call all on one screen minimising my needcentre to go through multiple systemsPotential Functional Solution:Implement appropriate DM for specific content types in back-endUse search aggregation techniques to surface targeted contentBuild single portal interface with relevant content query web parts. In the solution we use the following SharePoint functional elements Document Management Search Audiences Targeting etc
  10. 10. Recap So why do we do business objective planning?
  11. 11. Over to you Francois
  12. 12. Purpose of this Session 1000ft “How To” Guide for
  13. 13. What I’ll be covering What is your Goal? Where do we Start? Mastering the HOW 5 Top Tips
  14. 14. What is your GOAL? Do you live life by CHOICE or live life by CHANCE?
  15. 15. Where do we Start? Content Type Definition Site Template Structure Selection User Roles Lists, Web Functionality Parts, Workfl Add-ins ow Search and other
  16. 16. Where do we Start? conte Document Type Definition nt
  17. 17. Content Type? 4. Retention 3. Workflow 2. Metadata 1. Document Template
  18. 18. Benefits Maintain Metadata Central Template Fluid Workflow Management Configuration Keep Content Gain Insight via Relevant Auditing
  19. 19. Content Type Examples
  20. 20. Metadata Navigation
  21. 21. Site Structure Permission Group Definition Physical Taxonomy (Structure) Location of Functionality Content Authors vs Consumers
  22. 22. Create / Edit Structure
  23. 23. Functionality
  24. 24. Search
  25. 25. My 5 Top Tips Content Type Definition Exhaust OOTB Functionality Minimize Customisation Max 3-5 Web Parts pp. When to Use Page, Doc Lib & Site
  26. 26. Thanks for listeningwe hope you enjoyed it @fhpienaar @SharePointbrew