Christian Buckley
SharePoint MVP
Metalogix
How Social and the Cloud Impact
Your Governance Strategy

Two of the biggest disruptors impacting your organization are Social and
Cloud. The latest social and cloud solutions are not yet as mature as your
other enterprise platforms, and managing them comes with hidden costs
and as-yet-foreseen impacts.
This session will outline key management and governance fundamentals
for social and cloud-based collaboration, and help you to ensure that your
systems remain scalable, secure, compliant, and manageable.
Share Conference | 2
Main Message

• The rise of the social organization
• A shift from infrastructure to cloud
• Management and governance practices as our
collaboration platforms rapidly evolve
• Questions
• Key Points to Take Home
Share Conference | 3
What I’ll Cover

Organizations want
adoption and engagement

The Rise of Social

Facebook ≠ enterprise social
An Avanade global study of enterprise
social collaboration trends, analyzing the
habits of 4,000 users and 1,000 IT and
business decision-makers in 22 countries,
found that
• Facebook is twice as popular as SharePoint – 73% to 39%
• Facebook is also four times more popular that IBM Open
connections (17%) and six times more popular than
Salesforce’s Chatter (12%)
http://ubm.io/17WDTQs

Facebook ≠ enterprise social
Of course…
Although Facebook is used by 74% of
organizations surveyed, organizations put
SharePoint and Chatter (tied at 23%) at the top
of their list of deployments for the coming year
When asked about priorities, Facebook fell
to the end of the list
http://ubm.io/17WDTQs

Small-team collaboration can
be fast and effective

While large-team
collaboration can be
sluggish and siloed

• They surface data
• They provide context
• They extend the search experience
• They are increasingly being viewed as the way in
which people communicate
Why are social tools important?

Where Social Works
Cultural
change
Executive
adoption
Business
alignment
Meaningful
measure-
ments
Alignment with
structured
collaboration

Social is more than
just technology
– As Microsoft says, its about
People, Process and
Technology
– It’s about solving a business
problem – but with an
understanding of your
cultural needs

“Organizational success with
social media is fundamentally a
leadership and management
challenge, not a technology
implementation.”
The Social Organization, Bradley and McDonald (Gartner)

The Advent of the Cloud

As SharePoint continues to expand its footprint, companies are
demanding flexible architectures to help them better meet internal
and external collaboration needs
• Reducing costs
• Reducing headcount
• Doing more with less
• Focusing less on traditional IT activities and more on activities
that will help drive the business forward
Why cloud is important to SharePoint customers

43%
$6.1 billion
48%
$9 billion
Total spend 2012
Estimated growth of enterprise
spending on cloud in 2013
Spend estimated in 2013
Growth of enterprise spending
on cloud in 2012
According to Gartner:

What is driving cloud adoption?
Data anytime, anywhere.
It’s all about self-service.
Bring your own device.
Everything is social.
Built for the business user, not IT.

Risks with the
cloud model

of workers used an unsanctioned
cloud service for document storage
in the last 6 months
41%
87%
$1.8
of these workers knew their
company had policies
forbidding such practices
(billion) estimated annual cost to
remedy the data loss
New Mobile Survey Reveals 41% of Employees Are Deliberately Leaking Confidential Data http://onforb.es/18h92Nv

Hang On!
Let’s talk about
some real world scenarios

• Office 365 and SharePoint Online
• Microsoft’s solution for
Cloud based collaboration
– Includes SharePoint, Yammer,
Exchange, Lync, Office Suite, etc.
• Businesses collaborate from virtually anywhere
• World-class hosting and reliability
• Avoid overhead in managing your own infrastructure
Microsoft in the Cloud

Infrastructure
maintained solely
for customer
On premises or off
Managed by the
customer, or by a
3rd party hoster
Private Cloud Hybrid Cloud
Multiple
infrastructure
options
Both on premises
and off premises
Management
between customer
& 3rd party hosters
Infrastructure
shared by multiple
customers
Off premises
Managed by 3rd
party on behalf of
customers
Public Cloud

What about my existing investment in SharePoint?
• Most SharePoint deployments have included
customizations to meet critical business needs
– User Management & Administration
– Security and Compliance
– Auditing, Reporting, Alerting
– User Adoption, Records
– Branding, etc…
• Consider the business
problems you’ve
already invested
in solving

Maturity of many cloud platforms

Questions you should ask:
What happens with permissions?
What are the storage concerns?
Am I able to meetmy auditingand
compliance requirements?
What are my reportingoptions?
Is there real-time monitoring?
Can I enforce governance policies?
How do I manage taxonomy?

What is Governance?

A 2012 CIO survey by Gartner shows an
increasing push in collaboration, analytics, and
cloud computing. They predict that by 2016, 20%
of CIOs in regulated industries will lose their jobs
for failing to implement the discipline of
information governance successfully.

Governance is not a checklist
It’s not something packaged,
purchased, and installed
over a weekend

Governance is about
taking action to help
your team organize,
optimize, and manage
your systems and
resources.

Business Requirements

Business
Need Service
GOVERNANCE
Governance is the set of policies,
roles, responsibilities, and processes
that guide, direct, and control how an
organization's business divisions and
IT teams cooperate to achieve
business goals.

Business
Need Service
GOVERNANCE

Everyone wants an easy button

The future of SharePoint,
Social, and the Cloud

• Make governance a priority
• Look at your systems holistically (a business view), regardless of where the
servers sit (on premises or in the cloud)
• Define what policies, procedures, and metrics are needed to manage your
environment, and then look at what is possible across your social tools and
platforms
• Clarify and document your permissions, information architecture, templates,
content types, taxonomy -- and ownership of each
• Be prepared to regularly iterate on your strategy
Best Practices

cbuck@Metalogix.com
+1 425-246-2823
www.Metalogix.com
www.Buckleyplanet.com
linkedin.com/in/ChristianBuckley/
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