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SharePoint Online
Collaboration Options
Roman Nedzelsky
Principal Architect
Collaboration, Content and Data Team Lead
roma...
Agenda:
• SharePoint Online
• Document management
• Collaborating
• Project Management
• Workflows
• BI
Time schedule:
• 08:30 – 09:00: Registration
• 09:00 – 09.40: First Part
• 09:40 – 10:00: Break
• 10:00 – 10:40: Second Pa...
Who’s Roman?
• Consultant / Architect
• Portals and Project Management
• SharePoint | Project Server
• Microsoft Office In...
This presentation is not recorded
…thank you for understanding
Did you ever heard?
• Check out my docs on shared drive.
• Is this the last version of the file I’ve already modified?
• W...
Centralized portal
• Company portal
• One place for information
• Catalogued information
- Calendars,
- Emails,
- Event,
-...
Centralized portal
Document management
• Place for all the documents
• Instead of emails
• Instead of share drives
• Instead of local drives
...
• Documents
• Drag and Drop
• File Templates
• Versioning
• Content approvals
• Team Collaboration
• Ratings / likes
Share...
Place for collaboration
• Work on documents at the same time
• Communicating about work
• Team sites
• Followings
• Shared...
- My Sites
- Changes on following documents
- Mentions & Likes
- Site & Company Feeds
- Tasks aggregation (SharePoint, Pro...
• Activity feeds
• Social feature
• Following of everything
• Tags
• Sharing
• Overview on mySite
• Comunities
• Blogs
Sha...
• Search features
• How many times you search
for something?
• Personalized search
• Hystory of searching
• Preview info &...
• Site Mailbox
• Gather team-level email conversations
(all with permissions to site can see the emails)
• Share documents...
Place for driving the business
• Project management
• Scheduling
• Project documentation
• Collaborating
• Meeting minutes...
What can go wrong?
• Centralization problem (many ISs)
• Information inconsistency
• Shared volumes
• Documents in emails
...
IT Project
success
SharePoint Server
• Project Management
• Schedule
• Resources
• Timelines
• Outlook connection
• Project Professional
SharePoint Server
• PMO Web look & feel
• Documents
• WebParts
• Content
• Workflow
• KPI Reports
• Task agregation (MySite)
• Project Server tasks
• SharePoint tasks
• Workflow tasks
• Personal tasks
• Outlook synchroni...
• Task agregation
SharePoint Server
- Workflows based on SharePoint
- Should be:
- Supported by Infopath custom forms
- Developed in Visio by non-technical gu...
Visio 2013
• SharePoint 2013 Workflow Shapes.
InfoPath 2013
• Tool for forms.
• Tool for non-coding solutions.
• Big possibilities for customization.
• Business logic (...
• Screenshot editovaneho formulare v infopathu
• Vysvetleni
SharePoint
Designer 2013
• Tool for administering SharePoint
Server:
• lists,
• document libraries,
• permissions,
• custo...
Business actuals
• Business Intelligence solutions
• SQL / Oracle / Cognos / SAP /
Salesforce and many many others
• Key P...
Hybrid solutions
• Data connections to on premise
• Use „power of cloud“ and data
from on premise enviroments
• PowerBI
• ...
Power BI & Power BI Designer
• Data connections to many services
Resources
http://romannedzelsky.eu
http://blog.redtoo.com
Thank you!
redtoo Prague
Na Pankráci 1683/127 (Gemini A)
Praha 4, 14000
Czech Republic
sales.cz@redtoo.com
redtoo Brno
Hol...
This presentation (the “Presentation”) has been prepared by redtoo s.r.o. (“redtoo”) on a non-reliance and non-recourse
ba...
SharePoint Online Collaboration Options
SharePoint Online Collaboration Options
SharePoint Online Collaboration Options
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Prezentace ze semináře: "Automatizace na SharePoint Serveru" pořádaná v rámci redtoo IT Akademie.

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SharePoint Online Collaboration Options

  1. 1. SharePoint Online Collaboration Options Roman Nedzelsky Principal Architect Collaboration, Content and Data Team Lead roman.nedzelsky@redtoo.com roman.nedzelsky.eu
  2. 2. Agenda: • SharePoint Online • Document management • Collaborating • Project Management • Workflows • BI
  3. 3. Time schedule: • 08:30 – 09:00: Registration • 09:00 – 09.40: First Part • 09:40 – 10:00: Break • 10:00 – 10:40: Second Part • 10:40 – 11:00: Break • 11:00 – 12:00: Third part and Q&A • 12:00: End
  4. 4. Who’s Roman? • Consultant / Architect • Portals and Project Management • SharePoint | Project Server • Microsoft Office InfoPath and workflows • Integrations, Business Intelligence, Reporting • Trainer / lecturer on University of Economics • Blogger • MCSE | MCSA | MCITP | MCTS | MCT • CAPM | CSM
  5. 5. This presentation is not recorded …thank you for understanding
  6. 6. Did you ever heard? • Check out my docs on shared drive. • Is this the last version of the file I’ve already modified? • When I return to my laptop, I will email it to you. • I missed the meeting, can you send me the copy of meeting minutes?
  7. 7. Centralized portal • Company portal • One place for information • Catalogued information - Calendars, - Emails, - Event, - Announcements - n-information systems and hubs integration (SAP,…)
  8. 8. Centralized portal
  9. 9. Document management • Place for all the documents • Instead of emails • Instead of share drives • Instead of local drives • Workflows • Document workflows • Infrastructure automation
  10. 10. • Documents • Drag and Drop • File Templates • Versioning • Content approvals • Team Collaboration • Ratings / likes SharePoint Server
  11. 11. Place for collaboration • Work on documents at the same time • Communicating about work • Team sites • Followings • Shared spaces • Social life of team • Communities, newsfeeds,… • Integration with Outlook & Lync
  12. 12. - My Sites - Changes on following documents - Mentions & Likes - Site & Company Feeds - Tasks aggregation (SharePoint, Project Server, Personal tasks from Outlook etc.) - Enterprise Search engine
  13. 13. • Activity feeds • Social feature • Following of everything • Tags • Sharing • Overview on mySite • Comunities • Blogs SharePoint Server
  14. 14. • Search features • How many times you search for something? • Personalized search • Hystory of searching • Preview info & links • Lync integration • Geolocations SharePoint Server
  15. 15. • Site Mailbox • Gather team-level email conversations (all with permissions to site can see the emails) • Share documents with others (quick sharing / forwarding of documents) • Quick overview of new items in site (list items, documents, emails) SharePoint Server
  16. 16. Place for driving the business • Project management • Scheduling • Project documentation • Collaborating • Meeting minutes, tasks, alerts, notifications,… • Project issues • Evidence, automation, reporting • Project risk • Business strategy & Forecasting
  17. 17. What can go wrong? • Centralization problem (many ISs) • Information inconsistency • Shared volumes • Documents in emails • More information systems • Absences of Project plans • Absences of Team workspace • Dynamic human resource allocation • Everything else…
  18. 18. IT Project success
  19. 19. SharePoint Server • Project Management • Schedule • Resources • Timelines • Outlook connection • Project Professional
  20. 20. SharePoint Server • PMO Web look & feel • Documents • WebParts • Content • Workflow • KPI Reports
  21. 21. • Task agregation (MySite) • Project Server tasks • SharePoint tasks • Workflow tasks • Personal tasks • Outlook synchronization SharePoint Server
  22. 22. • Task agregation SharePoint Server
  23. 23. - Workflows based on SharePoint - Should be: - Supported by Infopath custom forms - Developed in Visio by non-technical guy - Finalized by SharePoint guy
  24. 24. Visio 2013 • SharePoint 2013 Workflow Shapes.
  25. 25. InfoPath 2013 • Tool for forms. • Tool for non-coding solutions. • Big possibilities for customization. • Business logic (rules/conditions). • Workflows. • Data sources / queries. • Form libraries / lists on ShP 2013. • Alternative? .NET (code way).
  26. 26. • Screenshot editovaneho formulare v infopathu • Vysvetleni
  27. 27. SharePoint Designer 2013 • Tool for administering SharePoint Server: • lists, • document libraries, • permissions, • customization (master pages etc.), • external content types, etc. • for free • Tool for developing Workflows in text / Visio mode.
  28. 28. Business actuals • Business Intelligence solutions • SQL / Oracle / Cognos / SAP / Salesforce and many many others • Key Performance Indicators • Dashboards • Decompositions • Forecasts • Reports
  29. 29. Hybrid solutions • Data connections to on premise • Use „power of cloud“ and data from on premise enviroments • PowerBI • Power query • Simple human language • Quick self-BI • Play function • PowerMaps
  30. 30. Power BI & Power BI Designer • Data connections to many services
  31. 31. Resources http://romannedzelsky.eu http://blog.redtoo.com
  32. 32. Thank you! redtoo Prague Na Pankráci 1683/127 (Gemini A) Praha 4, 14000 Czech Republic sales.cz@redtoo.com redtoo Brno Holandská 854/1 Brno, 639 00 Czech Republic sales.cz@redtoo.com
  33. 33. This presentation (the “Presentation”) has been prepared by redtoo s.r.o. (“redtoo”) on a non-reliance and non-recourse basis for information purposes and as a basis for discussion of certain issues mentioned therein. The Presentation is incomplete without reference to, and should be viewed solely in conjunction with, the oral briefing provided by redtoo. The Presentation meets legal criteria for a copyright work. Redtoo hereby grants to the user thereof a non-exclusive, non- transferable and perpetual license to use the Presentation for its own purposes only. The Presentation may not be reproduced, its original or copies distributed, rented, lent or communicated to third parties, all that neither in a piece or in parts, without a prior explicit written approval granted by redtoo. The Presentation has been prepared by redtoo on the basis of information in the public domain as well as confidential information provided by [source]. It reflects prevailing conditions and redtoo's views as of this date, all of which are subject to change. None of the information on which the Presentation is based has been independently verified by redtoo. Neither redtoo nor any of its directors, employees and agents accept any liability with respect to the accuracy or completeness, or in relation to the use by any recipient (any third party and/or the user), of the projections, information or opinions contained in the Presentation. Unless explicitly specified otherwise by redtoo in writing, if, notwithstanding the terms here, any recipient chooses to rely upon the Presentation or any part thereof, it agrees that it will do so at his/her own risk and without recourse to redtoo its directors, employees and agents. © 2014 redtoo s.r.o.

Prezentace ze semináře: "Automatizace na SharePoint Serveru" pořádaná v rámci redtoo IT Akademie.

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