SharePoint Governance<br />From Top to Bottom<br />Garth Luke<br />Vice President, Sales<br />garth.luke@avepoint.com<br /...
Garth Luke<br />Based in Santa Clara, CA<br />Vice President, Sales<br />MCSE, MCP, Rock Star<br />15 years’ IT experience...
What are the governance challenges at Wells Fargo?<br />
Understand Governance<br />
GOVERNANCE<br />Sites<br />Communities<br />Composites<br />Content<br />Insights<br />Search<br />
Governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organi...
Governance defines the people, processes, policies and technologiesthat deliver a service<br />What is governance?<br />
People<br />GOVERNANCE<br />Process<br />Policy<br />SERVICE<br />Technology<br />
People<br />Governance System<br />
Policy<br />
Technical governance<br />Define Your Requirements<br />Design for management requirements<br />Refine for business requir...
The role of governance<br />… guides, directs, and controls how an organization's business divisions and IT teams cooperat...
What are your business goals?<br />Identify pain points and opportunities<br />Describe the solution without technology<br...
User Personas<br />Because users won’t just “figure it out”<br />Identify specific use cases that SharePoint can address<b...
Organizing all requirements<br />Project Requirements<br />
Accountability<br />
Quality<br />
Restrictions<br />
Proliferation <br />
Discoverability<br />
Group management<br />
Appropriateness<br />
SharePoint Designer<br />
Storage<br />
Lifecycle Management<br />
Compliance<br />
Information Architecture<br />
Requirements and Classification<br />Business<br />Business purpose of the solution <br />Technical<br />Project<br />Budg...
Requirements to Architecture<br />Solicited<br />Derived<br />
What are the issues?<br />Documentation no-one reads<br />One size does not fit all<br />Hard to know where to start<br />...
WITH GREAT POWER THERE MUST ALSO COME - - GREAT RESPONSIBILITY!<br />
Enforcing Governance<br />
SharePoint Governance Tips<br />SharePoint site for SharePoint Governance<br />Policies<br />Training<br />Lists<br />Gall...
Can your policies be enforced?<br />Rule: Only define policies that can be enforced<br />Use your service architecture to ...
How to automate governance?<br />Use your service architecture<br />PowerShell<br />Write custom code<br />Use third-party...
DocAve by AvePoint<br /><ul><li>Administration
Reporting
Compliance & Auditing
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AvePoint SharePoint Governance - business

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  • AvePoint SharePoint Governance - business

    1. 1. SharePoint Governance<br />From Top to Bottom<br />Garth Luke<br />Vice President, Sales<br />garth.luke@avepoint.com<br />@garthluke<br />
    2. 2. Garth Luke<br />Based in Santa Clara, CA<br />Vice President, Sales<br />MCSE, MCP, Rock Star<br />15 years’ IT experience<br />Speaker: TechEd USA, Australia, New Zealand<br />garth.luke@avepoint.com<br /> @garthluke<br />
    3. 3. What are the governance challenges at Wells Fargo?<br />
    4. 4.
    5. 5.
    6. 6. Understand Governance<br />
    7. 7. GOVERNANCE<br />Sites<br />Communities<br />Composites<br />Content<br />Insights<br />Search<br />
    8. 8. Governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organization's business divisions and IT teams cooperate to achieve business goals. <br />Microsoft - http://bit.ly/nmNSbj<br />What is governance?<br />
    9. 9. Governance defines the people, processes, policies and technologiesthat deliver a service<br />What is governance?<br />
    10. 10.
    11. 11.
    12. 12. People<br />GOVERNANCE<br />Process<br />Policy<br />SERVICE<br />Technology<br />
    13. 13. People<br />Governance System<br />
    14. 14. Policy<br />
    15. 15. Technical governance<br />Define Your Requirements<br />Design for management requirements<br />Refine for business requirements<br />Overlay Information Architecture and Manageability<br />
    16. 16. The role of governance<br />… guides, directs, and controls how an organization's business divisions and IT teams cooperate to achieve business goals<br />Manage short- and long-range goals<br />Optimize service for organization vs. ease, cost, or expediency of current project<br />Resolve ambiguity<br />Mitigate conflict<br />
    17. 17.
    18. 18. What are your business goals?<br />Identify pain points and opportunities<br />Describe the solution without technology<br />“I need a database that …”<br />“I want a web site to …”<br />Do the goals align with strategic plan?<br />Avoid getting too deep into the weeds<br />Prioritize<br />
    19. 19. User Personas<br />Because users won’t just “figure it out”<br />Identify specific use cases that SharePoint can address<br />Validates SharePoint as a solution<br />Used to “sell” SharePoint to the business<br />Helps calculate ROI<br />Input into governance, testing, and training <br />How? http://www.hceye.org/HCInsight-Nielsen.htm<br />
    20. 20. Organizing all requirements<br />Project Requirements<br />
    21. 21. Accountability<br />
    22. 22. Quality<br />
    23. 23. Restrictions<br />
    24. 24. Proliferation <br />
    25. 25. Discoverability<br />
    26. 26. Group management<br />
    27. 27. Appropriateness<br />
    28. 28. SharePoint Designer<br />
    29. 29. Storage<br />
    30. 30. Lifecycle Management<br />
    31. 31. Compliance<br />
    32. 32. Information Architecture<br />
    33. 33. Requirements and Classification<br />Business<br />Business purpose of the solution <br />Technical<br />Project<br />Budget, deadlines, etc.<br />Information architecture<br />How content is described, organized and discovered<br />Information management<br />How content is created, secured, maintained, and disposed of<br />Service management<br />IT assurance: performance, availability, recovery<br />SLAs and SLOs<br />
    34. 34. Requirements to Architecture<br />Solicited<br />Derived<br />
    35. 35.
    36. 36. What are the issues?<br />Documentation no-one reads<br />One size does not fit all<br />Hard to know where to start<br />Hard to enforce manually<br />Delegation<br />Audit Trail<br />No Monitoring<br />
    37. 37. WITH GREAT POWER THERE MUST ALSO COME - - GREAT RESPONSIBILITY!<br />
    38. 38. Enforcing Governance<br />
    39. 39. SharePoint Governance Tips<br />SharePoint site for SharePoint Governance<br />Policies<br />Training<br />Lists<br />Galleries<br />End user adoption<br />Don’t teach users how to use SharePoint<br />Teach them how they should use SharePoint to perform their daily tasks<br />
    40. 40. Can your policies be enforced?<br />Rule: Only define policies that can be enforced<br />Use your service architecture to proactively enforce as much as possible (automated)<br />Determine how other policies get enforced<br />Do not try to automate everything<br />Manual Enforcement<br />Automated Enforcement<br />Semi-automated<br />
    41. 41. How to automate governance?<br />Use your service architecture<br />PowerShell<br />Write custom code<br />Use third-party administration tools<br />
    42. 42. DocAve by AvePoint<br /><ul><li>Administration
    43. 43. Reporting
    44. 44. Compliance & Auditing
    45. 45. Storage Optimization
    46. 46. Data Protection
    47. 47. Content Management & Replication
    48. 48. Application Lifecycle Management
    49. 49. Migration</li></li></ul><li>How DocAve can help<br />Central Admin<br />Too many setting pages…<br />WebAppSettings<br />WebAppSettings<br />Site Collection Settings<br />Site Collection Settings<br />Site Collection Settings<br />Site Collection Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />Site Settings<br />List Settings<br />Library Settings<br />Site Settings<br />List Settings<br />Library Settings<br />
    50. 50. Governance Automation<br />Dashboard<br />Request<br />Delegated<br />Forms<br />Workflows & alerts<br />Implementation<br />Policy templates applied to requests<br />Insight<br />Audit<br />Reporting<br />Custom metadata<br />
    51. 51. Resources<br />TechNet<br />Governance resource center<br />http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx<br />Governance features<br />http://technet.microsoft.com/en-us/library/cc262287.aspx<br />Plan for Software Boundaries<br />http://technet.microsoft.com/en-us/library/cc262787.aspx <br />Garth.Luke@avepoint.com<br />@garthluke<br />www.sharepointpromag.com<br />Articles & weekly newsletter<br />Questions & Answers<br />Please submit your evaluations!<br />

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