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Governance Should Begin with Your Migration


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Webinar given to the EuropeanSP community, which is available for viewing at as of Aug 22, 2012

Published in: Technology, Business
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Governance Should Begin with Your Migration

  1. 1. Christian Buckley, Director of Product Evangelism at Axceler• Microsoft MVP for SharePoint Server• Most recently at Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and then Advertising Operations• Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration• Co-founded and sold a collaboration software company to Rational Software. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita (Panasonic), and Seagate• Co-authored „Microsoft SharePoint 2010: Creating and Implementing Real-World Projects‟ link (MS Press, March 2012) and 3 books on software configuration management.• Twitter: @buckleyplanet Blog: Email:
  2. 2. Just released from Microsoft PressOrder your copy at 10 common business problems with provenSharePoint solutions• Set up a help desk solution to track service requests• Build a modest project management system• Design a scheduling system to manage resources• Create a site to support geographically dispersed teams• Implement a course registration system• Build a learning center with training classes and resources• Design a team blog platform to review content• Create a process to coordinate RFP responses• Set up a FAQ system to help users find answers quickly• Implement a cost-effective contact management system
  3. 3. Improving Collaboration since 2007Mission: To enable enterprises to simplify, optimize, andsecure their collaborative platforms Delivered award-winning administration and migration software since 1994, for SharePoint since 2007 Over 2,000 global customersDramatically improve the managementof SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownershipFocus on solving specific SharePointproblems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trends
  4. 4. Governance is about taking action tohelp your organization organize,optimize, and manage your systemsand resources.
  5. 5. This is your technical migration, i.e. the physical move of content and “bits”Email Cell Twitter 425.246.2823 @buckleyplanet
  6. 6. This is the bulk of your migration – the planning, reorganization, and transformation of your legacy SharePoint environment8/15/2012 11
  7. 7. Migrations Migrations Migrations are Migrations are are phased are iterative error prone not the end goal• Should not be • Planning should not be • There is no “easy” • Proper planning and determined by the limited by the number button for migration change management technology you use of migration attempts policies will help you to you make, or by the • You can run a dozen be successful with your• Match the needs and volume of content being pre-migration checks current and future timing of your content moved and still run into migrations owners and teams problems • Recognize the need to • Your goals should be a• Be flexible, moving sites test the waters, to move • Admins and end users stable environment, and content based on sites, content and do things that are not relevant metadata, end user needs, not the customizations in waves “by the book” discoverable content, limitations of the and happy end users technology • Allow users to test and • Watch for provide feedback customizations, 3rd party tools, and line of business apps that run under the radar
  8. 8. Email Cell Twitter 425.246.2823 @buckleyplanet
  9. 9. The Planning LayerThe Business LayerThe Discovery LayerThe Physical LayerThe Information LayerThe Transformation LayerThe Productivity LayerThe Presentation LayerThe Training LayerThe Governance Layer
  10. 10. 1. The Planning Layer
  11. 11. 2. The Business Layer
  12. 12. 3. The Discovery Layer
  13. 13. 4. The Physical Layer
  14. 14. Joel Oleson, SharePoint 2010: Best Practices to Upgrade and Migrate
  15. 15. 5. The Information Layer
  16. 16. Clean up content typesOrganize/centralize your templatesUnderstand navigationOrganize metadataIdentify roles and responsibilitiesOptimize for search
  17. 17. 6. The Transformation Layer
  18. 18. Business productivity solutions to extendthe capability of SharePoint Workflows Templates InfoPath forms Records management plans3rd party toolsWatch the community to learn what others aredoing, repeat their successes
  19. 19. 8. ThePresentation
  20. 20. New to SharePointNew business productivity solutionsSelf-serve materials
  21. 21. 10. The Governance Layer
  22. 22. Christian 425-246-2823@buckleyPLANETwww.buckleyPLANET.comand Order your copy at Additional Resources available 11 Strategic Considerations for SharePoint Migrations The Insider‟s Guide to Upgrading to SharePoint 2010 Why Do SharePoint Projects Fail? What to Look for in a SharePoint Management Tool The Five Secrets to Controlling Your SharePoint Environment ReadyPoint (free) Davinci Migrator echo for SharePoint 2007