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presented byDave Healeydhealey@chrysalisbts.com(206) 734-941406/21/2013SharePoint for StartupsTales from the Trenches
Welcome & IntroductionsChrysalis | Business Technology Solutions• Drive performance improvement through the strategic appl...
• Who are you?• Name, Company, Title• How are you using SharePoint today?• What do you hope to get out of this session?Wel...
“Success is not delivering a feature;success is solving the customer’s problems.”– Mark Cook, VP ProductsKodak Gallery4
The Lean StartupBased on Lean MethodologyScientific approach to• Deliver a new solution underconditions of uncertainty• Ge...
IdeasBuildProductMeasureDataLearn6Build-Measure-Learn Feedback LoopMinimize Total TimeThrough The Loop
ZapposHypothesis and Validated Learning
Problem Solution ProcessKnown KnownKnown UnknownUnknown Unknown8Lean and the EnterpriseRecognizing Opportunities for LeanW...
So Why SharePointFor StatupsPros• Facilitatesexperimentation• Not Open Source• Enables continuousintegration• Broad base o...
IdeasBuildProductMeasureDataLearn10The Conversation Today
Idea, Build• Experiment withproduct and process• Incremental / Disruptive• Box time and resourcecommitment• Start small11
Idea, Build• For internal users,perform customerdiscovery & interviews• Identify users thatimpact business metrics• Start ...
GeneTorrentRepositoryGNOSWebServicesAnnai reQuestResearch PortalPublic Genomic DataGeneTorrentFederatedAuthenticationPriva...
Best Practices• If you have User Stories,add a hypothesis thatstates the expectedoutcome on a specificmetric• Aggressively...
• Cultural• Internal resistance to / misunderstanding of Lean• Technology zealotry• Planning processes• Misaligned expecta...
• SharePoint is Application Platform but it is alsoCore Infrastructure• Plan for Infrastructure Design• Service Alignment•...
• Continuous Integration17Client Demo
Product, Measure• Minimum Viable Product• Minimum you need to testvalidity• Some include Wireframes,Landing Pages, CRPs, P...
19Client Example
20
Explore Access Download FAQ ContactExplore: GNOS Graphical ReportingAccess: GNOS Browse and Download Communities Resources...
Explore Access Download FAQ Contact
Explore Access Download FAQ ContactDHealey27 > ExploreEXPLORE: GNOS Graphical ReportingLibrariesExplore
24First Production Site
Best Practices• Ensure the rightprototype fidelity• If you experiment incode, come back to:• clean it up• iterate• product...
• Cultural• Working forward from the technology instead ofworking backward from the business results• “Get out of the buil...
• Cultural• Wrong level of prototype fidelity• Too little / No user input• No validated learningRisks
• Cultural / Engineering• Lack of understanding of the platform• Unwilling to refactorRisk
Best Practices• Don’t release it toeveryone all at once• Target specific cohortswith a/b testing• You cannot learn if your...
• Engineering• Over-engineering• Breaking the feedback loopRisk Critical FactorsRisks to Success
• Identity Federation – third party authenticationauthority support and integration• OAuth, OpenID, Shibboleth• Integratio...
MANAGING GENOMIC DATAFIRST MAJOR DEPLOYMENT
Strategy• OOB features where possible• Optimized to generate feedback through rapidfeature deployment• Open to later refac...
Ingest Metadata DBBusiness Connectivity ServicesDownloadECTAccess ApplicationPageSharePointConfigurationAccessApplicationL...
REQUEST PORTAL V1DEMONSTRATION
Data, Learn• Interviews• Surveys• Observation• Web analytics• Telemetry data• System generated data36
• Small but influential customer base• Challenging to develop large web analytic profiles• Small group and individual inte...
• Cultural• Track the “right” metrics• Beware “vanity metrics”• Be prepared to “Pivot”Critical FactorsRisks to Success
• Cultural• Review and question your hypotheses• No “sacred cows”• Engineering• Technology selection• Design strategy• Exp...
• Using SP Analytics for data and learn• 3rd Party Analytic Tools (Webtrends)• OOB components, extending and enhancing• Us...
Idea, Build• Lather, Rinse, Repeat41
Pivot• @ Business Architecture& Code levels• Change direction• Change the model• Formulate newhypotheses• Generate new ide...
RESPONSIVE DESIGN REFACTORADDRESSING THE CHALLENGES
Ingest Metadata DBDownload“Cart” CTAccess ApplicationPageAccess Detail ViewPageIngestSharePointConfigurationAccessApplicat...
REQUEST PORTAL V2DEMONSTRATION
• #1 Microsoft Program for startups?• BizSpark• MSDN / Free• TechNet / Free• Azure VMs / Free• Customer Access Licenses / ...
47Where Not To Stay In Los Gatos
Resources and ContactDownload the Deck• www.slideshare.net/dhealey27Check out our Real World SharePoint Series• www.chrysa...
49&
50presented byDave Healeydhealey@chrysalisbts.com(206) 734-9414
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SharePoint for Startups, Tales from the Trenches

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SharePoint for Startups, Tales from the Trenches

  1. 1. presented byDave Healeydhealey@chrysalisbts.com(206) 734-941406/21/2013SharePoint for StartupsTales from the Trenches
  2. 2. Welcome & IntroductionsChrysalis | Business Technology Solutions• Drive performance improvement through the strategic application of technology• Business process optimization• Business application implementation and management• Specialization in Microsoft SharePointDave Healey, Managing Partner• 20 years industry experience• Knowledge & Information Mgmt.Andrew Hopkins, Principal Consultant• 22 years industry experience• Enterprise Information ManagementPresentation Team@chrysalisbts
  3. 3. • Who are you?• Name, Company, Title• How are you using SharePoint today?• What do you hope to get out of this session?Welcome & Introductions
  4. 4. “Success is not delivering a feature;success is solving the customer’s problems.”– Mark Cook, VP ProductsKodak Gallery4
  5. 5. The Lean StartupBased on Lean MethodologyScientific approach to• Deliver a new solution underconditions of uncertainty• Get a desired solution intocustomers’ hands faster• Validated Learning
  6. 6. IdeasBuildProductMeasureDataLearn6Build-Measure-Learn Feedback LoopMinimize Total TimeThrough The Loop
  7. 7. ZapposHypothesis and Validated Learning
  8. 8. Problem Solution ProcessKnown KnownKnown UnknownUnknown Unknown8Lean and the EnterpriseRecognizing Opportunities for LeanWaterfall, AgileAgileLean
  9. 9. So Why SharePointFor StatupsPros• Facilitatesexperimentation• Not Open Source• Enables continuousintegration• Broad base of skilledresourcesNot Pros• Stack is resource heavy• Not Open Source• Requires proactivemanagement9
  10. 10. IdeasBuildProductMeasureDataLearn10The Conversation Today
  11. 11. Idea, Build• Experiment withproduct and process• Incremental / Disruptive• Box time and resourcecommitment• Start small11
  12. 12. Idea, Build• For internal users,perform customerdiscovery & interviews• Identify users thatimpact business metrics• Start small12
  13. 13. GeneTorrentRepositoryGNOSWebServicesAnnai reQuestResearch PortalPublic Genomic DataGeneTorrentFederatedAuthenticationPrivateGenomic DataAnnai GNOSGenome Network Operating SystemClient ExampleIdea, Build
  14. 14. Best Practices• If you have User Stories,add a hypothesis thatstates the expectedoutcome on a specificmetric• Aggressively manageexpectations(experiment/poc/pilot)early and often• Feed the learning backinto the productbacklog…• Start small14
  15. 15. • Cultural• Internal resistance to / misunderstanding of Lean• Technology zealotry• Planning processes• Misaligned expectations• Tools• Infrastructure and tools to supportRisks
  16. 16. • SharePoint is Application Platform but it is alsoCore Infrastructure• Plan for Infrastructure Design• Service Alignment• Use the Tools that best enable Lean for SP16Planning for Lean SharePoint
  17. 17. • Continuous Integration17Client Demo
  18. 18. Product, Measure• Minimum Viable Product• Minimum you need to testvalidity• Some include Wireframes,Landing Pages, CRPs, PoCs,Concierge Product• Customer interviews• Walkthroughs ofwireframes• Iterate (Agile) from there18
  19. 19. 19Client Example
  20. 20. 20
  21. 21. Explore Access Download FAQ ContactExplore: GNOS Graphical ReportingAccess: GNOS Browse and Download Communities ResourcesDownload: GNOS Download NewsDownload Request Status ProgressLink Link LinkType Name ModifiedTalk To Us! What do you want to see? What works/doesn’t work?Welcome to the Annai reQuest Portal DemoNotes
  22. 22. Explore Access Download FAQ Contact
  23. 23. Explore Access Download FAQ ContactDHealey27 > ExploreEXPLORE: GNOS Graphical ReportingLibrariesExplore
  24. 24. 24First Production Site
  25. 25. Best Practices• Ensure the rightprototype fidelity• If you experiment incode, come back to:• clean it up• iterate• productize• Refactor• Decouple from existingbrand (if exists)25
  26. 26. • Cultural• Working forward from the technology instead ofworking backward from the business results• “Get out of the building.”Risk
  27. 27. • Cultural• Wrong level of prototype fidelity• Too little / No user input• No validated learningRisks
  28. 28. • Cultural / Engineering• Lack of understanding of the platform• Unwilling to refactorRisk
  29. 29. Best Practices• Don’t release it toeveryone all at once• Target specific cohortswith a/b testing• You cannot learn if yourfeedback loops arebroken• Just because you canmeasure it, does notmean you shouldmeasure it29
  30. 30. • Engineering• Over-engineering• Breaking the feedback loopRisk Critical FactorsRisks to Success
  31. 31. • Identity Federation – third party authenticationauthority support and integration• OAuth, OpenID, Shibboleth• Integration with other systems• Continuous Integration(automated build, test, & deployment)• Visual Studio vs SharePoint Designer• Crippled “Build-Measure-Learn” feedback loop“Don’t build what the customer isn’t asking for.”31Risk - Over EngineeringCritical Factors
  32. 32. MANAGING GENOMIC DATAFIRST MAJOR DEPLOYMENT
  33. 33. Strategy• OOB features where possible• Optimized to generate feedback through rapidfeature deployment• Open to later refactoringCompromise• Collab model poorly defined (experimental)• Access roles and rights difficult to predict33SharePoint Strategy
  34. 34. Ingest Metadata DBBusiness Connectivity ServicesDownloadECTAccess ApplicationPageSharePointConfigurationAccessApplicationLegendDownload DBBroker WebServicesDownload DashboardDataApplicationPresentationSQL Server ReportingServicesSecure Store ServiceRepository 2Repository 1Solution DesignIngest
  35. 35. REQUEST PORTAL V1DEMONSTRATION
  36. 36. Data, Learn• Interviews• Surveys• Observation• Web analytics• Telemetry data• System generated data36
  37. 37. • Small but influential customer base• Challenging to develop large web analytic profiles• Small group and individual interviews• Campaign style tracking code37Customer ExampleData, Learn
  38. 38. • Cultural• Track the “right” metrics• Beware “vanity metrics”• Be prepared to “Pivot”Critical FactorsRisks to Success
  39. 39. • Cultural• Review and question your hypotheses• No “sacred cows”• Engineering• Technology selection• Design strategy• Experiment to aligncustomer & solutionRisk / ChallengeRisks to Success
  40. 40. • Using SP Analytics for data and learn• 3rd Party Analytic Tools (Webtrends)• OOB components, extending and enhancing• Using Pardot tracker to learn at a per user level asa cheap way to know what’s going on• Pardot lead deck for real time analysis• Followed up with user interviews• Significant influence on next iteration UX40Data Learn SP
  41. 41. Idea, Build• Lather, Rinse, Repeat41
  42. 42. Pivot• @ Business Architecture& Code levels• Change direction• Change the model• Formulate newhypotheses• Generate new ideas42RebootForward
  43. 43. RESPONSIVE DESIGN REFACTORADDRESSING THE CHALLENGES
  44. 44. Ingest Metadata DBDownload“Cart” CTAccess ApplicationPageAccess Detail ViewPageIngestSharePointConfigurationAccessApplicationLegendDownload DBBroker WebServicesSaved QueryCTDownload DashboardDataApplicationPresentationSecure Store ServiceSearch(Crawl/Index/QueryServices)Repository nRepository 2Repository 1Business Connectivity ServicesDownloadECTOther ObjectECTPatientObject ECTAnalysisObject ECTRefactored Solution DesignIntegrating Search Into Existing Application
  45. 45. REQUEST PORTAL V2DEMONSTRATION
  46. 46. • #1 Microsoft Program for startups?• BizSpark• MSDN / Free• TechNet / Free• Azure VMs / Free• Customer Access Licenses / Free!!!!• Direct marketing and sales support• Preferred engagement if you product has legs46Resources for Startups
  47. 47. 47Where Not To Stay In Los Gatos
  48. 48. Resources and ContactDownload the Deck• www.slideshare.net/dhealey27Check out our Real World SharePoint Series• www.chrysalisbts.com/index.php/events/rws/Successful SharePoint is About Community• social.technet.microsoft.com/forums/• www.linkedin.com/groups/SharePoint-Experts-42512/about• Ask the global SharePoint community for their insight #SPHelp• Join your local SPUGDave Healey• dhealey@chrysalisbts.com• @dhealey27Andrew (Andy) Hopkins• andyh@chrysalisbts.com• @AndrewSHopkins
  49. 49. 49&
  50. 50. 50presented byDave Healeydhealey@chrysalisbts.com(206) 734-9414

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