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sharepointmaven.com @gregoryzelfond
BUSINESS CASE FOR
SHAREPOINT & OFFICE 365
HOW TO SELL SHAREPOINT TO YOUR BOSS
GREGORY ...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About Me
 Gregory Zelfond
 10+ years of experienc...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
About SharePoint Maven
I HELP ORGANIZATIONS TO UNLO...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
The Reality is…
 Building the SharePoint Business ...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
This presentation …
 Provides practical and real a...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Instructions
1. Familiarize yourself with this pres...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
This Presentation…
 Applies to any type or size of...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Business Case
 In a nutshell - Business Case comes...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
HARD
ROI
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
HARD ROI
 Financial in nature
 Quantitative
 Dem...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Hard ROI Calculation Example
Description
Current
St...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Hard ROI – Additional talking points
The whole Offi...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Bottom Line
 From purely Financial perspective, Of...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SOFT
ROI
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
SOFT ROI
 Intangible benefits
 Qualitative
 SOFT...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS
VALUE
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS VAUE EXPLAINED
 All about Efficiency & Pr...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS VALUE # 1: ONE STOP SHOP
 All day-to-day ...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS VALUE # 2: BUSINESS PROCESSES
 SharePoint...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS VALUE # 3: FULL TRANSPARENCY
 The world h...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS VALUE # 4: DOCUMENT MANAGEMENT
 SharePoin...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
DOCUMENT MANAGEMENT, CONTINUED
Consolidate your exi...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS VALUE # 5: EXTERNAL SHARING
 Super-easy E...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS VALUE # 6: AVAILABLE EVERYWHERE
 Cloud so...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
BUSINESS VALUE # 7: POWER TO THE USERS
 SharePoint...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
TECHNICAL
VALUE
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
TECHNICAL VAUE EXPLAINED
 All about Security & Rel...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
TECHNICAL VALUE # 1: SCALABILITY
 No need to worry...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
TECHNICAL VALUE # 2: SECURITY
 Office 365 is one o...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
TECHNICAL VALUE # 3: RELIABILITY
 99.9% uptime gua...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
TECHNICAL VALUE # 4: MOBILE DEVICES
 Mobile Device...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
TECHNICAL VALUE # 5: NO MORE UPGRADE PROJECTS
 No ...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
RISK
MITIGATION
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
RISK MITIGATION # 1: DISASTER RECOVERY
 State of t...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
RISK MITIGATION # 2: SUPPORT
 Broad adoption
– Fir...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Your Boss is still not convinced?
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
OK, NO PROBLEM
You have
2 OPTIONS
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Option 1: Do it Yourself
 Put on your boxing glove...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Option 2: I can help
Have your boss reach out to me...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Additional reading
 Did you enjoy this presentatio...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Acknowledgements
I used the following materials and...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
Need help with SharePoint?
 SharePoint Site Config...
sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond
THANK YOU!
Visit: sharepointmaven.com
Email: greg@s...
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Business Case for SharePoint and Office 365 Slide 1 Business Case for SharePoint and Office 365 Slide 2 Business Case for SharePoint and Office 365 Slide 3 Business Case for SharePoint and Office 365 Slide 4 Business Case for SharePoint and Office 365 Slide 5 Business Case for SharePoint and Office 365 Slide 6 Business Case for SharePoint and Office 365 Slide 7 Business Case for SharePoint and Office 365 Slide 8 Business Case for SharePoint and Office 365 Slide 9 Business Case for SharePoint and Office 365 Slide 10 Business Case for SharePoint and Office 365 Slide 11 Business Case for SharePoint and Office 365 Slide 12 Business Case for SharePoint and Office 365 Slide 13 Business Case for SharePoint and Office 365 Slide 14 Business Case for SharePoint and Office 365 Slide 15 Business Case for SharePoint and Office 365 Slide 16 Business Case for SharePoint and Office 365 Slide 17 Business Case for SharePoint and Office 365 Slide 18 Business Case for SharePoint and Office 365 Slide 19 Business Case for SharePoint and Office 365 Slide 20 Business Case for SharePoint and Office 365 Slide 21 Business Case for SharePoint and Office 365 Slide 22 Business Case for SharePoint and Office 365 Slide 23 Business Case for SharePoint and Office 365 Slide 24 Business Case for SharePoint and Office 365 Slide 25 Business Case for SharePoint and Office 365 Slide 26 Business Case for SharePoint and Office 365 Slide 27 Business Case for SharePoint and Office 365 Slide 28 Business Case for SharePoint and Office 365 Slide 29 Business Case for SharePoint and Office 365 Slide 30 Business Case for SharePoint and Office 365 Slide 31 Business Case for SharePoint and Office 365 Slide 32 Business Case for SharePoint and Office 365 Slide 33 Business Case for SharePoint and Office 365 Slide 34 Business Case for SharePoint and Office 365 Slide 35 Business Case for SharePoint and Office 365 Slide 36 Business Case for SharePoint and Office 365 Slide 37 Business Case for SharePoint and Office 365 Slide 38 Business Case for SharePoint and Office 365 Slide 39 Business Case for SharePoint and Office 365 Slide 40 Business Case for SharePoint and Office 365 Slide 41 Business Case for SharePoint and Office 365 Slide 42 Business Case for SharePoint and Office 365 Slide 43

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Business Case for SharePoint and Office 365

  1. 1. sharepointmaven.com @gregoryzelfond BUSINESS CASE FOR SHAREPOINT & OFFICE 365 HOW TO SELL SHAREPOINT TO YOUR BOSS GREGORY ZELFOND
  2. 2. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About Me  Gregory Zelfond  10+ years of experience with SharePoint  SharePoint advocate, blogger  Love to solve business problems using code-free, out of the box SharePoint configurations  Owner of SharePoint Maven (sharepointmaven.com)
  3. 3. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond About SharePoint Maven I HELP ORGANIZATIONS TO UNLOCK THE POWER OF SHAREPOINT MIGRATION CONSULTING TRAINING
  4. 4. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond The Reality is…  Building the SharePoint Business Case is a headache  Defending a SharePoint Business Case to your boss / executive leadership feels like…
  5. 5. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond This presentation …  Provides practical and real advice on building Business Case for SharePoint & Office 365  Explains key points & strategies for advocating SharePoint within your organization  Will make you a hero
  6. 6. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Instructions 1. Familiarize yourself with this presentation 2. Email a link to this presentation to your boss 3. Schedule a meeting with your boss 4. Go over and explain each slide to your boss 5. Repeat steps 3 & 4 as necessary until desired outcome is reached
  7. 7. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond This Presentation…  Applies to any type or size of organization  Especially beneficial to small / medium businesses & nonprofits  Is mandatory for organizations with: – Stubborn leadership – Uneducated management – Bosses who are technology-challenged – Leaders who are technophobic – Executives who are resistive to changes
  8. 8. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Business Case  In a nutshell - Business Case comes down to ROI (Return on Investment)  2 types of ROI – HARD (tangible) – SOFT (intangible)
  9. 9. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond HARD ROI
  10. 10. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond HARD ROI  Financial in nature  Quantitative  Demonstrates real cost savings  Expressed in your country’s currency (i.e. $USD)
  11. 11. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Hard ROI Calculation Example Description Current State SharePoint Online / Office 365 Hardware (Server) Costs $$$$ N/A (Cloud Solution) (Server) Software Licenses $$$ N/A (Cloud Solution) Exchange Server Costs $$ Included (Outlook in the Cloud) MS Office Licenses for all users $$ Included (online or install, depends on the plan) Web Conference Costs $ Included (Lync) Backup Costs $ Included Disaster & Recovery Costs $ Included Subscription Costs N/A # of users X $/user (depends on the plan) GRAND TOTAL $$$$ # of users X $/user Fill out this table for your organization Executives love this stuff!
  12. 12. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Hard ROI – Additional talking points The whole Office 365 can be FREE or discounted (depending on the plan) for:  Nonprofits (click here for Nonprofit plans)  Academic Institutions (click here for Academic plans)  Government (click here for Government plans)
  13. 13. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Bottom Line  From purely Financial perspective, Office 365 Cloud solution is extremely affordable  If you do your analysis correctly, will be hard to justify against switching to Office 365 SharePoint online  Should be a no brainer with going with the cloud solution (analysis and outcome might be different with on-premise SharePoint)
  14. 14. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SOFT ROI
  15. 15. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond SOFT ROI  Intangible benefits  Qualitative  SOFT ROI can be split into 3 sub-categories – Business Value (Efficiency, Productivity) – Technical Value (Reliability, Security, Support) – Risk Mitigation (Disaster Recovery, Staff Pool)  Let’s expand on each category now…
  16. 16. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VALUE
  17. 17. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VAUE EXPLAINED  All about Efficiency & Productivity  Typically expressed in terms of time saved – #1: One Stop Shop – #2: Business Processes – #3: Full Transparency – #4: Document Management – #5: External Sharing – #6: Available Everywhere – #7: Power to the Users  Next several slides explain each Business Value separately
  18. 18. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VALUE # 1: ONE STOP SHOP  All day-to-day applications included in one package  1 link to access it all  Intuitive & seamless integration between SharePoint and other Microsoft applications (MS Office, Web Conferencing, Outlook)  No need for users to spend extra time and go to separate applications and duplicate information
  19. 19. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VALUE # 2: BUSINESS PROCESSES  SharePoint can help streamline and enforce existing or new Business Processes  Can help improve consistency, standardization and methodology (i.e. Project Management Methodology)  Aggregates all important/relevant information in one spot for easy decision making and time savings
  20. 20. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VALUE # 3: FULL TRANSPARENCY  The world has changed… It is not your Father’s IT anymore…  VERY IMPORTANT: SharePoint Online/Office 365 is not an IT tool, it is a Business Tool  Business owns and controls it all – time savings realized due to lack of a middle man.… – Easy Security Control – Built-in Audit functionality allows to monitor sites, users, behavior – Full transparency across the whole organization
  21. 21. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VALUE # 4: DOCUMENT MANAGEMENT  SharePoint allows to organize and segregate documents by purpose, security or function  Clean up your current mess (otherwise known as folders) using SharePoint metadata  Dedicated “shared” storage – SharePoint Sites, + personal (OneDrive for Business)  Time Savings realized when searching for a particular document, version
  22. 22. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond DOCUMENT MANAGEMENT, CONTINUED Consolidate your existing repositories (DropBox, Box.com, Google Drive, File Shares, users’ laptop) into just 1 true source
  23. 23. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VALUE # 5: EXTERNAL SHARING  Super-easy External Sharing capabilities – NOTE: Only works with SharePoint Online, not with SharePoint on-premise  No need to spend extra time and resources and setup FTP sites or use other tools for external vendors  Users can share whole sites or individual documents  Full Administrative and User Control over External sharing function
  24. 24. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VALUE # 6: AVAILABLE EVERYWHERE  Cloud solution available anywhere where there is an internet connection  Online versions of Word, Excel, PowerPoint allow to work on documents even without software installed on a computer  Fully installed MS Office can be downloaded on up to 5 devices by each user (including tablets!)  No need to VPN anymore!  Increased Productivity = Time Savings
  25. 25. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond BUSINESS VALUE # 7: POWER TO THE USERS  SharePoint empowers the users - personal sites, views, dashboards  Lots can be achieved using Out of the Box functionality  Increased Efficiency & Satisfaction = Time Savings
  26. 26. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond TECHNICAL VALUE
  27. 27. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond TECHNICAL VAUE EXPLAINED  All about Security & Reliability  Typically expressed in terms of technical gains – #1: Scalability – #2: Security – #3: Reliability – #4: Mobile Devices – #5: No More Upgrade Projects  Next several slides explain each Technical Value separately
  28. 28. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond TECHNICAL VALUE # 1: SCALABILITY  No need to worry about hardware or software planning and projections – just subscribe to or unsubscribe from additional licenses  Virtually unlimited Storage (1 TB) for site collections and OneDrive for Business
  29. 29. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond TECHNICAL VALUE # 2: SECURITY  Office 365 is one of the most secure applications – Cutting-edge security practices with five layers of security and proactive monitoring help keep customer data safe (courtesy microsoft.com)  You will never match security that Microsoft has – If your boss still thinks he can have better security at his organization than Microsoft – please ask him to stop taking his medication – More detailed description about Office 365 Security can be found here (courtesy Sharegate)
  30. 30. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond TECHNICAL VALUE # 3: RELIABILITY  99.9% uptime guaranteed by Microsoft  Redundancy at every layer–physical, data and functional (microsoft.com)  Financially backed by Service Level Agreement (SLA).
  31. 31. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond TECHNICAL VALUE # 4: MOBILE DEVICES  Mobile Device Support – Office 365 is accessible via smartphones and tablets  Office 365 Supports BYOD (Bring Your Own Device) model
  32. 32. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond TECHNICAL VALUE # 5: NO MORE UPGRADE PROJECTS  No more costly hardware and software upgrade projects, blackout periods, user testing  Updates to all applications are transparent to the user and are done automatically (while subscription is active)
  33. 33. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond RISK MITIGATION
  34. 34. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond RISK MITIGATION # 1: DISASTER RECOVERY  State of the art Disaster Recovery plans are in place by Microsoft  Various mitigation techniques can be put in place by an Organization to support Business Continuity
  35. 35. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond RISK MITIGATION # 2: SUPPORT  Broad adoption – First version of SharePoint went live in 2001 – Large User base means lots of opportunity for support, finding skilled staff, etc.  Code Free Zone – Lots of Out of the Box functionality – No programming skills required to get it up and running  24/7 phone and email support from Microsoft
  36. 36. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Your Boss is still not convinced?
  37. 37. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond OK, NO PROBLEM You have 2 OPTIONS
  38. 38. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Option 1: Do it Yourself  Put on your boxing gloves  Invite your boss to a conference room  Make sure there are no people around you
  39. 39. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Option 2: I can help Have your boss reach out to me and schedule a SharePoint demo
  40. 40. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Additional reading  Did you enjoy this presentation?  Help spread the word by sharing a link to it with your friends and colleagues by email or social media  Here are links to additional content you might find useful – 12 reasons folders in SharePoint are a bad idea – Introduction to SharePoint Metadata – Top 5 reasons why SharePoint is great for nonprofits – 5 ways to manage documents in SharePoint – 10 reasons why SharePoint training matters – 10 practical tips to boost SharePoint user adoption
  41. 41. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Acknowledgements I used the following materials and websites while preparing this presentation  CIO.com article: How to build a business case for SharePoint  Images used in this presentation under Creative Commons License – sportsclipart.com – commons.wikimedia.org – findicons.com – clker.com – clipartpanda.com – wallpaper-kid.com – clipartpal.com  Logos of the following organizations – Microsoft – DropBox – Box – Google
  42. 42. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond Need help with SharePoint?  SharePoint Site Configuration and Customization  Document Migration to SharePoint  SharePoint Implementation Strategy  SharePoint Training  SharePoint User Adoption  SharePoint Governance  SharePoint Project Management
  43. 43. sharepointmaven.com @gregoryzelfondsharepointmaven.com @gregoryzelfond THANK YOU! Visit: sharepointmaven.com Email: greg@sharepointmaven.com Follow: @gregoryzelfond Connect: linkedin.com/company/sharepoint-maven View: www.slideshare.net/gzelfond Get in touch if you have questions
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How to build a Business Case for SharePoint and Office 365 and sell it within your organization

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