User Adoption for Developers: Using Agile to Improve Delivery and Efficiency in SharePoint Implementations


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Follow on to SharePoint User Group DC presentation on 10FEB11 on Case Study for a SharePoint SDLC, this talk was a co-presentation of CapArea .NET SharePoint SIG and Women in SharePoint DC on 17FEB11. See more at and

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User Adoption for Developers: Using Agile to Improve Delivery and Efficiency in SharePoint Implementations

  1. 1. User Adoption for Developers: Using Agile to Improve Delivery and Efficiency in SharePoint Implementations<br />CapArea .NET SharePoint SIG and Women in SharePoint DC<br />Arlington, VA<br />February 17, 2011<br />Marie-Michelle Strah, PhD<br />SharePoint Solutions Architect and Practice Lead<br />BroadPoint Technologies<br />
  2. 2. Who Am I?<br />Marie-Michelle Strah, PhD<br />Twitter: @cyberslate<br />Email: michelle AT lifeincapslock DOT com<br />Work: mstrah AT broadpoint DOT net<br />Blog:<br />Linkedin:<br />SharePoint Solutions Architect and Practice Lead, BroadPoint Technologies<br />Women in SharePoint DC<br /><br />Women in SharePoint<br /><br />
  3. 3. Objectives<br />Discuss user adoption, Agile and SharePoint SDLC<br />Learn techniques to maximize fidelity in product delivery<br />Case studies:<br />Hands on labs<br />Communications plans<br />User stories<br />Help desk feedback<br />Project meetings<br />
  4. 4. It’s about the people…<br />
  5. 5. Software success and ROI:<br />CSF1 = Effective User Adoption (70%)<br />CSF2 = Organizational Change (16%)<br />CSF3 = Process Alignment (13%)<br />CSF4 = Software Functionality (1%)<br />
  6. 6. SharePoint and Agile<br /><ul><li>Where do we go from here?
  7. 7. Transition
  8. 8. Team development model
  9. 9. Alignment: architecture and project methodology
  10. 10. SharePoint User Group DC February 10, 2011</li></ul>Agile != “code faster” LOL<br />
  11. 11. Plan for Change Management<br />Waterfall/Agile<br />Product Implementation<br />Mental Models<br />“Closed” Shops<br />Chuck Norris and<br />Change Management…<br />
  12. 12. Agile Methodologies and SharePoint<br />Agility as a value system<br />Jeff Patton <br /><br />Design and UX in an agile process<br />M. Jackson Wilkinson <br /><br />Building a “Virtual Bullpen”<br />Andrew Woodward, MVP<br /><br />
  13. 13. Meet “Agile Boy”<br /><br />@paulculmsee<br />
  14. 14. Organic Model: SDLC “Cycle” for SharePoint<br /><ul><li>PROGRAM MGT
  15. 15. - Project Mgt
  16. 16. - Governance</li></ul>Source: Gary Vaughn<br />
  17. 17. Case Study: SDLC “Cycle” for SharePoint<br />
  18. 18. Maximize fidelity in product delivery<br />User research<br />People, not document, centric platform<br />Work management<br />“Friendly” UI/UX<br /><ul><li>Requirements Traceability
  19. 19. User-Centered Design
  20. 20. User Adoption
  21. 21. Overcome “out of the box-ishness”</li></li></ul><li>Discovery/Planning<br />User research<br />Focus groups<br />Mood boards<br />Surveys<br />Observation<br />“What do people do?”<br />Requires time, budget and planning for UI/UX team…<br />
  22. 22. Scrums/Sprints<br />Code reviews<br />Bug tracking<br />Standups<br />Iterative releases<br />Reduce issues before they “hit” end user…<br />Requires agile contracting/project management<br />
  23. 23. Tools for Agile<br />JIRA/Subversion<br />21Scrum<br />EPM Live SharePoint Agile Software Development Application Template<br />IT Project Management Template<br />Help Desk Template<br />
  24. 24.<br />
  25. 25.<br />
  26. 26. Or… build your own virtual bullpen (Fab 40 WSS 3.0/MOSS)<br />Wiki<br />Custom Lists and Content Types<br />Server Admin Templates:<br />Bug Database<br />Call Center<br />Change Request Management<br />Help Desk<br />IT Team Workspace<br />Project Tracking Workspace<br />Knowledge Base<br />
  27. 27. Development by “walking around”…<br />Case Study: JTF-CAPMED (SharePoint 2007, MS Project 2007)<br />Case Study: National Science Foundation (SharePoint 2010)<br />
  28. 28. “Jump Start” the team (and adapt to your team members too!)<br /><ul><li>Previous models deprecated in SharePoint 2010
  29. 29. Only Server Admin solution packages (.wsp) upgrade – and even then, with difficulty… so adapt!
  30. 30. Requirements Traceability Matrix
  31. 31. SharePoint Workspace and Outlook Integration
  32. 32. IBM Rational Requisite Pro Model (client requirement)
  33. 33. Import attributes and fields
  34. 34. Import flat file into IT Team Site/Wiki
  35. 35. Document libraries for 508 compliance, Integration Control Documents (ICDs), Use Cases, UX artifacts</li></li></ul><li>Useful for:<br />Remote teams<br />Security/permissions issues<br />Product integration teams<br />COTS<br />Open Source<br />Managing risk (compressed timeline)<br />Tight integration to project management deadlines<br />
  36. 36. Project management and Agile<br />Project Coordinator Role<br /><ul><li>Every standup
  37. 37. Team decision
  38. 38. 72 hour turnaround
  39. 39. Releases
  40. 40. Training
  41. 41. Downtimes</li></li></ul><li>Project coordination continued…<br />Project Coordinator Role<br /><ul><li>Go to where the end user is
  42. 42. Get out from behind your swivel chair
  43. 43. Everything is a learning opportunity
  44. 44. Documentation</li></li></ul><li>Results<br /><ul><li>100% user adoption < 6 months
  45. 45. Integrated product (non-SharePoint) team and members
  46. 46. Improved reporting IT team (metrics!)
  47. 47. Improved productivity
  48. 48. Improved client communication
  49. 49. DIACAP/STIGs compliance (DoD)
  50. 50. Customer service = user adoption</li></li></ul><li>Conclusion<br /><ul><li>Agile methodology leverages SharePoint SDLC
  51. 51. Maximize opportunities to engage end users
  52. 52. More engagement = high fidelity requirements
  53. 53. Leverage “quick fixes” and scrums/sprints
  54. 54. Leverage tools to promote Agile
  55. 55. Overcommunicate</li></li></ul><li>Questions? Discussion!<br />Thank you for your time!<br />Marie-Michelle Strah, PhD<br />Twitter: @cyberslate<br />Email: michelle AT lifeincapslock DOT com<br />Work: mstrah AT broadpoint DOT net<br />Blog:<br />Linkedin:<br />