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Collaboration Spectrum: The changing nature of how
SharePoint fits
3
Adam Levithan
@collabadam
Who Are We?
Joshua Steiner
@JoshuaMSteiner
» Product Manager at
Metalogix
» SharePoint Areas of Interest:
– Use OOTB first- development
second
– Empowering collaboration
across the world
» Favorite TV Show: Dr. Who
» Senior Consultant at Portal
Solutions
» SharePoint Areas of Interest:
– Sharing is Caring: Don’t Send
Attachments
– Term Store: “Metadata in the
cloud”
» Favorite Movie: Memento
4
Agenda
› Back to the Future
› Collaboration Spectrum
› Strategy for Success
› Example
› Questions
5
Back to the Future
WOW, this is amazing
6
Back to the Future
Ohh, this is an Infrastructure
7
Back to the Future
One of my favorite slides
8
Back to the Future
It’s so… “Modern”
9
Back to the Future
Wait. Sites? What?
10
The Future is Reality in Office 365
Office Graph
Services
Cloud
Processing
Apps/
Experiences
Originally presented by Jared Spataro
11
Collaboration Spectrum
12
Instant Message
Alevithan: Do you use Instant Messenger to
communicate?
SarcasticColleauge: Yes, actually I’m using Instant
Messenger Right now
That’s a really good point
13
1
3
Instant Message
E-Mail
13
14
1
4
Instant Message
E-Mail
Social
Microblog/
Newsfeed
Discussion board Blog
Wiki Group/
Community
15
Instant Message
E-Mail
Social
Online Storage
16
Instant Message
E-Mail
Social
Online Storage
Team Site/ Extranet
17
Instant Message
E-Mail
Social
Team Sites/ Extranet
Online Storage
Intranet
18
Instant Message
E-Mail
Social
Team Sites/ Extranet
Online Storage
Intranet
Document/ Record
Management
19
Together: The Collaboration Spectrum
Identity/ Authentication
RecordTemporary
TypeofContent
Instant Message
E-Mail
Social
Team Sites/ ExtranetOnline Storage
Intranet
Document/
Records Management
Individual Team Enterprise
Audience
Originally presented at Portal Solutions http://www.portalsolutions.net
20
Collaboration Marketplace
AdvancedEmerging
Capabilities
Individual Team Enterprise
Audience
21
How Does it Work in Practice?
Infrastructure as Information Architecture (IaIA)
22
Example
On-Premises
Customized Business Process
Document/ Records Management
Cloud
Online Storage
Extranet
Social
Identity/ Authentication
On-Premises
Team Sites
Intranet
Identity/ Authentication
23
Key Considerations
24
Too Many Tools?KeyConsiderations
25
Avoid chasing the latest trends
Be careful not to
“shake” your users.
KeyConsiderations
26
Create an enjoyable user experience
Choose a platform that resonates with users and balances form and function.
KeyConsiderations
27
Actual Total CostKeyConsiderations
28
Authentication, Authorization and Permissions Management
KeyConsiderations
Authentication
Authorization
Permissions
29
Security and ComplianceKeyConsiderations
30
But won’t this all cause problems?
User Adoption
31
Monitor usage across tools
Celebrate milestones and
successes along the way.
Do not be afraid to set goals. It’s
perfectly acceptable to refine them.
32
Align Value
33
Different Needs?
Reduced time and rework
involved in creating
proposals
Reduced time and rework
HR form approval status
and tracking
Approval status and
tracking
Central repository for all
TPS reports
Central repository for all …
34
Prioritize Features
35
Category 2
High LoE
High Impact
Category 1
Low LoE
High Impact
Category 4
High LoE
Low Impact
Category 3
Low LoE
Low Impact
Prioritize Features
36
Segment Your Users
Role Description Employees # of Employees Training Provider
Site Collection
Administrators
• Ensure that
SharePoint is
accessible and secure
• Jerome Noda • Elna Cundiff
~6 Portal Solutions• Quentin Guynn • Rina Courtright
• Geri Ferry • Tom Borges
Site Owners • Creating, securing
and maintaining
Department sites
• Lelia Cue • Sharee Delph
~12 Portal Solutions• Simon Blakeney • Ursula Maynez
• Anna Depue • Lashonda Kisner
• Almeta Sobus • Marry Kraemer
• Louanne Ragon • Susy Gentile
• Slyvia Denault • Dyan Peete
Power Users • Contribute
documentation and
update pages
• Team librarians
• Knowledge Managers
• Larita Easterling • Denese Manjarrez
~22 Training
Department
• Hermila Montgomery • Merle Soo
• Reda Ohlsen • Michele Blocker
• Ludivina Heuser • Corinne Speed
• Svetlana Galiano • Marcos Shellman
• Brent Cecere • Terry Beerman
• Nikole Caddy • Elois Mcfall
• Patrice Rivard • Maryanna Mcanally
• Celia Lester • Cesar Vannostrand
• Maryjo Dickerman • Rashida Salinas
• Hulda Patti • Reyes Guertin
Users • Consumers of
information
• All Employees ~500 Site Owners
37
Cookie Cutter Training
38
If You Build It, They Will Come
As great as SharePoint is, it
is not the field of dreams.
39
Employees want to know how the
organization is performing and
how they can move the needle.
No Visible Progress
40
Let Everyone Know About it!
41
Thank You!
42
What’s Your Score? Take the Portal Solutions Quiz
43
Questions

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Collaboration Spectrum: Where Does SharePoint Fit @ SharePoint Fest DC 2015

Editor's Notes

  1. Adam Edit
  2. One to One Short Questions/ Quick Answers Does not need to be recorded (sometimes it is recorded) Benefit – reduce e-mail box Responsiveness
  3. One to One, One to Many Short Questions medium questions/answers Decisions Sometimes throw away, sometimes can be recorded – depends on where you are for the rules that you follow Benefit – central place for lots of different types of information
  4. Online storage/ Document Sync – one to many, across the internet/outside of organization, and/or copy on your desktop Team Site/ Extranet Many to Many Tasks, tracking, documents Search to find at a later date Creating knowledge, answer questions in the future
  5. Online storage/ Document Sync – one to many, across the internet/outside of organization, and/or copy on your desktop Team Site/ Extranet Many to Many Tasks, tracking, documents Search to find at a later date Creating knowledge, answer questions in the future
  6. Online storage/ Document Sync – one to many, across the internet/outside of organization, and/or copy on your desktop Team Site/ Extranet Many to Many Tasks, tracking, documents Search to find at a later date Creating knowledge, answer questions in the future
  7. Few to many Corporate answers Official corporate point of view One place to look
  8. many to Few Business requirements Official corporate point of view One place to look
  9. Avoid chasing the latest trends: Keeping pace with industry trends and frameworks is critical for many service organizations to deliver value. If users feel you’re constantly switching tools on them, they’re likely to become frustrated and will hesitate to adopt. They will reason that the new tool is simply the flavor of the month and that the spark will fade out before long.
  10. Create an enjoyable user experience: If employees don’t like using a collaboration tool, you’re facing an uphill battle for adoption. The most widely adopted tools are designed with the user in mind. Choose a platform that resonates with users and balances form and function. 
  11. Monitor usage across tools: Whenever possible, make data-driven decisions based on usage and user experience research. Avoid making assumptions about what we think works best and run reports to understand what tools and their specific features are most commonly used.
  12. Map needs to organizations Map those to your organization
  13. One-size-fits-all training: As you build awareness for your new system, it’s a big mistake to treat everyone the same. When introducing a corporate intranet, people are going to start at different levels of familiarity with the interface. For many large companies, it may be too costly to provide one-on-one training, but there are still creative ways to tailor training to each user’s needs. The key in striking the budget balance is to take the time to segment your users, technically and demographically. Figure out their proficiencies, put them in different buckets and then define a training curriculum or track (i.e., beginner, intermediate, advanced, expert). While age differences may have some bearing on initial proficiency, avoid assuming that your youngest, most tech-savvy users don’t require training. You might find that while many millennials may have had exposure to the latest digital workplace tools, it doesn’t mean they have the context to begin incorporating it into their work activities.
  14. One-size-fits-all training: As you build awareness for your new system, it’s a big mistake to treat everyone the same. When introducing a corporate intranet, people are going to start at different levels of familiarity with the interface. For many large companies, it may be too costly to provide one-on-one training, but there are still creative ways to tailor training to each user’s needs. The key in striking the budget balance is to take the time to segment your users, technically and demographically. Figure out their proficiencies, put them in different buckets and then define a training curriculum or track (i.e., beginner, intermediate, advanced, expert). While age differences may have some bearing on initial proficiency, avoid assuming that your youngest, most tech-savvy users don’t require training. You might find that while many millennials may have had exposure to the latest digital workplace tools, it doesn’t mean they have the context to begin incorporating it into their work activities.
  15. Assuming that “if you build it, they will come”: Developing a great intranet isn’t enough. For employees to get on board, they need to know exactly how they would benefit from using the platform. They need to see the direct correlation between using the technology and how it can reduce or eliminate a known pain-point, like spending a lot of time looking for information. Think of user adoption as you would pitch an investor – you’ve got two minutes to convince (read: show) employees how behind the technology is a new and improved process.
  16. No visible progress: When companies implement new technologies without a clear understanding of what the finish line looks like, success becomes a moving target, or worse – unachievable. Do not be afraid to set goals. It’s perfectly acceptable to refine them during the first year a system has rolled out as data becomes available.  It’s not just managers that are interested in the weekly metrics reports. Employees want to know how the organization is performing and how they can move the needle. Make your usage reports easily accessible and celebrate milestones along the way.
  17. Lack of executive sponsorship: When a company’s leaders don’t have a presence on your corporate intranet, employees throughout the organization take notice. It sends a message to the organization that using the intranet is secondary and not a value-added activity. The more visible your senior leaders are in your system, the more adoption you’re likely to see. Focus on scaling successes: Once you identify what collaboration tools are working best for your users, look for ways to replicate that success. The “fail fast” philosophy used by many successful start-up companies is reliant on having no reservations about pivoting your strategy. If you observe several months of low/no usage, don’t be afraid to abandon a tool. Instead invest that time and energy into tools that go viral with your users. Create a Long-Term strategy for adoption Utilize governance organizations to organically grow Dedicate business focused resources to adoption process Focus on scaling successes
  18. How effective is your team at collaboration? Take this collaboration assessment and find out how you score on employee collaboration, overall efficiency and team productivity. Answer the questions below to get your employee collaboration and team productivity score. PLUS, after the quiz, we'll share expert tips to help your organization improve efficiency, productivity and collaboration across all your teams and all your people. You are three minutes away from getting your score!