Email, file shares, documents, legacy systems, metadata…..it can be overwhelming. Whether you are planning a brand new SharePoint implementation, migrating from another system, or supporting the SharePoint site you already have, this presentation will help you get (and stay) organized. I will take you through some tips and tricks for organizing even the most challenging users in SharePoint: • Learn about locations that users typically hoard save their data • Learn methods to help difficult users adopt SharePoint • Review easy ways to plan your site architecture • Discuss training methods that will increase user engagement

1. Taming the Hoarders Stephanie Donahue
Organizing users who keep everything

2. @StephKDonahue SPTechCon
Stephanie Donahue, Owner/President
 Over 19 years of experience in the IT
industry
 Focus
 Deployment Planning
 Information Architecture
 Governance
 User Adoption
 http://www.stephkdonahue.com
 http://www.paitgroup.com/blog
 @StephKDonahue

3. Assessment for Compulsive Hoarding
@StephKDonahue SPTechCon
1. Are some living areas of your home work cluttered?
2. Do you experience distress throwing away or discarding
things?
3. Do you feel unable to control the clutter at work?
4. Has compulsive buying resulted in financial difficulties?
If you feel this way about your content at work – you may
need to utilize SharePoint more effectively!

4. How to get started
 Discovery
 Where do users hide content?
 Solutions
 How to map their needs to SharePoint
functionality
 Tips and tricks for difficult users
@StephKDonahue SPTechCon

5. Discovery
@StephKDonahue SPTechCon
• Rule #1 – leave your desk
• Don’t trust what they say
• Watch what they DO!
• Users will tell you where their
information is supposed to be
• Watching them work helps you
find examples of inefficiencies
• What am I looking for?

6. © 2015 PAIT Group June 29, 2015

7. The Post-It Note
Task Hoarder
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8. The Paper Hoarder
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9. The Inbox Hoarder
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10. The Mapped Drive Hoarder
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11. The money hoarder
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12. @StephKDonahue SPTechCon

13. Step 1: Transition to OneDrive
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• Personal space provided
• It’s always backed up
• Mobile app
• Search results available
• Get rid of Dropbox

14. Step 2: Sync or Map Drives to SharePoint
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• Explorer View is familiar
• Still have benefits of SharePoint
• Offline sync

15. Step 3: Use the Office Information Panel or Web Apps
@StephKDonahue SPTechCon
• User Friendly
• Save to SharePoint without
leaving Office
• No more saving to the desktop
first before uploading
https://support.office.com/en-us/article/Document-collaboration-and-co-authoring-EE1509B4-
1F6E-401E-B04A-782D26F564A4?ui=en-US&rs=en-US&ad=US#__toc254365473

16. Step 4: Utilize Task Lists
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• Tasks can be managed and
delegated
• Assists with visibility across team
• SharePoint 2013
• Some Project Server features
• Integration with Project Client
• Wunderlist integration – new !!

17. Step 5: Seek Top Down Support
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• Communication
• Help employees become comfortable with change
• Support for scanning solutions

18. Step 6: Implement awesome solutions
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19. Step 7: Understand Metadata
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20. Step 8: Plan your Information Architecture
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21. @StephKDonahue June 29,2016
http://www.mindjet.com/ http://www.xmind.net/

22. @StephKDonahue SPTechCon
Step 9: Make your IA Fun and Interesting

23. @StephKDonahue SPTechCon
Step 10: Work in Phases

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Step 11: Find creative ways to provide training
http://office.microsoft.com/en-us/sharepoint-help/training-courses-for-sharepoint-2013-HA104030990.aspx

25. @StephKDonahue SPTechCon
Step 12: Talk about your Value Add
Implemented Custom Client Site Search Page
Issue: SharePoint popularity has grown, resulting in the creation of over 200 client sites holding business
critical customer data. Users report it is difficult to find the client site they are looking for without
scrolling through rows and rows of client site names
Project Goals: Provide search interface to more quickly navigate to the client sites.
Result: Management has reported a “flawless” execution and transition to the new search functionality!
They are eager to learn more about SharePoint and would like to hear about more tips and tricks like
this.
It’s all about momentum!!!

26. @StephKDonahue SPTechCon
Wrap up
• Listen to your users
• Provide simple solutions
• Take it in phases
• Brag about your big wins!

27. Thank you.
@StephKDonahue SPTechCon
8180 Corporate Park Drive, Suite 312
Cincinnati, Ohio 45242
P: (513) 719-9190
@paitgroup
linkedin.com/company/paitgroup
facebook.com/PAITgroup
www.paitgroup.com