Creating an Amazing Intranet

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Elements of creating an amazing intranet. Example of an Intranet portal in SharePoint.
Intranet Examples. SharePoint Portal 2010 Example

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  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Create Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
  • Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
  • Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Some Things to point outTabs to get to infoSee there is a lot of info Public/Private ViewsTree View
  • Create Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultants
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultants
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing itCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
  • Expanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Expanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Expanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Expanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Top Navigation (10 Min)Demo Site RollupDemo of Calendar RollupAlso default Calendar rollup of views in sharepoint
  • Create Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultantsCompany FormsProject Management
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing it.. Architecture vs CustomCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultants
  • Dealing with the SharePoint Look … how far to go and what to doAddressing Navigation.... getting a consistent Navigation scheme and site structureTaming the Search … getting search to be so that it is functional and gets resultsMish Mash of Sites…. Dealing with the proliferation of sites and way of managing it.. Architecture vs CustomCollaboration What… creating effective collaboration within SharePoint, teams, departments, projects etcCreate Content Once and Rollup… exploring strategies and limits of content RollupExpanding the Intranet to an Extranet… things to considerBuilding your SharePoint Empire… considering SharePoint as Application Development PlatformTraining the enterprise…. Identifying the types of training you would want Partnering… considering third party web parts and consultants
  • Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
  • Demo of Calendar RollupAlso default Calendar rollup of views in sharepoint
  • Creating an Amazing Intranet

    1. 1. Essentials for an Amazing Intranet in SharePoint 2010Presented by Haiyan Khan Founder SharePoint Implemented
    2. 2. Audience• People who are looking to deploy an Intranet in SharePoint 2010• Both for Foundation and Server• Upgrading from 2007 to 2010• People who are looking to spruce their existing Intranet
    3. 3. About Me• Over 15 years of IT experience• Been working exclusively with SharePoint & Intranets for the last 3+ years• Founded SharePoint Implemented last year and built an Intranet Product on SP 2010• Bachelors in Computer Engineering with an MBA• Love yoga, meditation, hiking and chess
    4. 4. How do you measure your Intranets success? From Good to Amazing ADOPTION!
    5. 5. Breaking down Adoption From Good to Amazing Page Information SharePoint Quick Win Master Page Layouts Find Ability Features Apps Training on SharePoint Ease of Look & Feel Relevant Functionality Use Adoption = Killer User Experience
    6. 6. End before we start A Guide to move from Good to Amazing1. Create a custom Master Page2. Create a custom Home Page/Layout for every type of Site3. Aim for consistent Top Navigation4. Provide an easy way to group sites like Departments, Projects etc5. Rollup your content6. Plan your Information Architecture and use Content Types7. Use & Configure Search, Tabs, Scopes and brand the results page8. Use Intranet for publishing company forms9. Use Intranet for Project Management10. Provide targeted and relevant training to Power Users & Admins
    7. 7. From Good to Amazing Page Master Information SharePoint Quick Win Layouts Page Find Ability Features Apps Training on SharePoint Ease of Look & Feel Relevant Functionality Use Adoption = Killer User Experience
    8. 8. Dealing with the SharePoint Look How far to go and what to do?• Your Intranet is a reflection of your company, make it look good!• Planning Activities • Define Types of Sites • Master Page Design • Page Layouts• Spend some time creating the look i.e. Customize Master Page • Options • Themes and Power Point • Buying canned templates • Customizing creating your own CSS file
    9. 9. From this… to Demo Master Page Designs
    10. 10. this Demo Master Page Designs Courtesy http://www.nxg-dzigns.com/
    11. 11. Or this Demo Master Page Designs Courtesy http://www.sharepointpackages.com
    12. 12. Page Layouts • What are page layouts • Tools • How the page is organized and laid out • Visio • Why Bother? • Intranet Modeler • Get relevant and organized information on page • Balsamiq • Considerations • Hand Sketching • Whenever possible have one site for both public and private access • Keep a consistent look • Allow for flexibility • Minimum Effort • Home Site • Department Site • Team Site • Project Site
    13. 13. Sample Department Layout
    14. 14. Sample Department Page Demo Department Page 1. Tabbed Interface 2. Public Private 3. Tree View Web Part 4. More than just a document share
    15. 15. From Good to Amazing Page Information SharePoint Quick Win Master Page Layouts Find Ability Features Apps Training on SharePoint Ease of Look & Feel Relevant Functionality Use Adoption = Killer User Experience
    16. 16. Ease of Use Its all about find-a-bilityPlanning Activities• Understand the common ease of use challenges with SharePoint • Top Navigation • Site find-ability • Implementing Search • Content find-ability
    17. 17. Top Navigation should be Consistent • Best Practice • Always have top navigation consistent across Intranet • Potential Issue • Top Navigation is scoped at Site Collection Level in SharePoint • Options to address this • Have only one site collection? • Manually, Use inherit parent links, manually synchronize ( small intranet) • Use Custom Site Map (Cross Site Collections/Web Apps)
    18. 18. Cross Site Collection/Web App Example SharePoint Foundation
    19. 19. Example of Custom Top Navigation SharePoint Foundation
    20. 20. Provide a way to Group Sites • Potential Issue • Site Proliferation happens faster than you can say…. • Why Bother • Employees want easy way to get to • Team Site • Project Sites • Product Sites • Clients • Stores • Blogs etc • Options • My SharePoint Sites/Site Aggregator • Manually by architecting your sites and container sites • Create custom solution
    21. 21. E.g. of custom site grouping • Create a custom web part that groups sites by iterating through them • Tag each site with meta data or use a list in each site that stores info about that site
    22. 22. Rollup/Aggregate your data Exploring its limits • Potential Requests • Home page may need to show calendar events from all sites • Users may want to know all open issues assigned to them across Intranet • Good content to rollup • Calendar and Announcements • Blogs • Tasks • Issues • Tools My Tasks • Content Query Web Part • Bamboo, Kwizcom, SharePoint Boost and others Office IT Help Desk - Services Department Tasks Move Office- Networking- Tasks Tasks
    23. 23. Define Your Information Architecture • Define Content Types • Documents or Items that a department or area work on. Like Resumes, Contracts, Policies, Operating Procedures, product sheets etc • They can be inherited • Each content type can have its own meta data • They can have their own document template • They can have their own workflow(s) • They can then be searched • Considerations • Content Types are scoped at the site collection level • If created at a site level they will be available to that site and all sites below it • Content Hubs (Only available in paid version)
    24. 24. Define Your Information Architecture • Tagging ( only available in SharePoint Server) • Taxonomy • Folksonomy
    25. 25. Configure your search • OOTB search is a great product but needs to be configured to bring value • For SharePoint Foundation use Search Server Express • Understanding the user needs • I want to narrow my search to all contracts in the company • I want a way to display policies and procedures for our company • I am searching for a presentation that has the following “words” • I want to narrow my search by date created • I want to search all videos or pictures
    26. 26. Configure your search • Search is easy once you have defined your content types. • What to configure • Define your content sources • Define your scopes • Define your tabs ( by subject, or by content type) • Add appropriate iFilters • Enable Content Type RefinementHow to setup content type refinement panelhttp://www.glynblogs.com/2011/01/create-a-content-type-search-refinement-panel-in-sharepoint-2010.html
    27. 27. Demo 1. Top Navigation 2. Site Rollup 3. Calendar Rollup 4. Content Types 5. I would like to (Policies and Procedures)
    28. 28. From Good to Amazing Page Master Information SharePoint Quick Win Page Find Ability Features Apps Training on SharePoint Layouts Ease of Look & Feel Relevant Functionality Use Adoption = Killer User Experience
    29. 29. Highlight and Use SP Features Its all about relevant applications• Stick with the basic features first • Document Management ( Versioning, Checkouts, Meta Data) • Shared Calendars • Office Integration (Outlook, Word, Excel, Access and Project) • Views ( Group By, Calendar, Sorting) • Workflows ( 3 state, Approval)– use third party solutions • InfoPath for forms• 3 Key OOTB Web Parts • Content Editor Web Part • Content Query Web Part • Xslt DataView /ListView
    30. 30. Building your SharePoint Empire SharePoint as an Application Development Platform • Considerations for Applications • Should be simple and quick • Collaboration based, loosely structured applications • Use provided tools of SharePoint • Great Examples • FAQs and Discussions • Policies & Procedures • Company Forms ( InfoPath or Third Party) • Project Management Site Template • Dashboards • Displaying summary data from LOB apps • Workflow based apps
    31. 31. Building your SharePoint Empire Demo SharePoint Integration with MS Project
    32. 32. Demo MS Project Integration
    33. 33. From Good to Amazing Page Master Information SharePoint Quick Win Page Find Ability Features Apps Training on SharePoint Layouts Ease of Look & Feel Relevant Functionality Use Adoption = Killer User Experience
    34. 34. Providing Targeted Training Types of TrainingThree Levels of training is idealAdministrator• Best to send to trainingPower User– (3 hours)• SharePoint specific Training ( Ideally provide this in house along with launch of product)• Creating lists, views, office integration• Document Management, versioning and how to start workflowsEnd User – 5-10 min.• About the Intranet rather than SharePoint• How to find information and on navigation
    35. 35. In Summary A Guide to move from Good to Amazing1. Create a custom Master Page2. Create a custom Home Page/Layout for every type of Site3. Aim for consistent Top Navigation4. Provide an easy way to group sites like Departments, Projects etc5. Rollup your content6. Plan your Information Architecture and use Content Types7. Use & Configure Search, Tabs, Scopes and brand the results page8. Use Intranet for quick simple apps at first9. Use Intranet for Project Management10. Provide targeted and relevant training to Power Users & Admins
    36. 36. Good Luck & Happy Intranet-ingHaiyan Khan ? SFounder SharePoint Implemented LLC(e) haiyan.khan@sharepointimplemented.com(web) http://sharepointimplemented.com

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