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©2018 Empty Cubicle Inc. All Rights Reserved.
©2018 Empty Cubicle Inc. All Rights Reserved.
Good to Great Governance
November 14, 2018
Eric Riz @RizInsights
©2018 Empty Cubicle Inc. All Rights Reserved.
©2018 Empty Cubicle Inc. All Rights Reserved.
www.emptycubicle.com eric@emptycubicle.com www.ericriz.com
Why You’re Here – The Governance Expectation
##governancesucks
A Brief History
of SharePoint
2001-2003
Early Releases
SharePoint Portal Server
2001
SharePoint Team Services
2002
SharePoint Services (Free)
SharePoint Portal Server
2003
2006-2008
Velocity
Microsoft Office
SharePoint Server 2007
$1B business
Acquisition of FAST
Search & Transfer
Microsoft Online Services
2009-2012
Evolution
SharePoint Server 2010
BPOS
Acquisition of Yammer
2013-2015
Transition
SharePoint Server 2013
Office 365 & SharePoint
Online
2016
Renewal
SharePoint Server 2016
Future of SharePoint
OneDrive NGSC
Modern sites, pages, lists
& libraries
Connected to Office 365
groups
PowerApps & Flow
SharePoint mobile app
SharePoint framework
2017
Innovation
Microsoft Teams files/wiki
OneDrive Files On-Demand
News
Communication sites
Yammer integration
Hub sites
2018
Transformation
Hub sites
SharePoint spaces
List innovations
Connected web parts
Organizational news
Modern intranet & portals
SharePoint Server 2019
©2017 Avanade Inc. All Rights Reserved.
Good to Great Governance
12
©2017 Avanade Inc. All Rights Reserved.
How is Governance Viewed?
• Not Understood
• As a Checklist
• A necessary evil that we have to follow
• Critical – and we have a team in place
to support it!
People
Who will access information,
and when?
Culture
What is the threshold for
your organization?
Processes
What can we automate to
facilitate governance?
Technology
Effective use and actions is
critical
MODERN
COLLABORATION
THE MODERN WORKPLACE
SECURITY AND
COMPLIANCE
OVERVIEW
OFFICE 365 & SHAREPONIT GOVERNANCE TODAY
GOVERNANCE BY PEOPLE,
FOR PEOPLE
GOVERNANCE IS
THE NEW UI
ECOSYSTEM
DRIVES
COMPLIANCE, NOT
RISK
WORKFORCE IS
THE
MARKETPLACE
GOVERNANCE
DESIGN SHOULD
EMPOWER
ENTER THE
UNCHARTED
It's t i me for the C-suite to
fundamentally reexamine
how people interact n o t
just w i t h technology, but
also w i t h their business.
That approach w i l l b e
c r itical a s g o v e r n a n c e
takes o n the
primar y role of interacting
w i t h b ot h your customers
a nd employees.
@RIZinsights
THE NEW UI
GOVERNANCE IS THE KEY POINT
OF DISTINCTION BETWEEN YOUR
BUSINESS AND YOUR
COMPETITORS
…and must be considered a key competency when structuring
Office 365 and SharePoint internally
@RIZinsights
ECOSYSTEM DRIVES COMPLIANCE
LEVERAGE PARTNERSHIPS TO
UNLOCK GOVERNANCE
CONTROLS THAT MAKE SENSE
FOR YOUR ORGANIZATION
…relationships should leverage value chains that transform
their businesses, products, and the market itself
@RIZinsights
WORKFORCE IS THE MARKETPLACE
EVERY COMPANY NEEDS A
GOVERNANCE STRATEGY THAT
EMBRACES NEEDS, DEMANDS
AND FUTURE GROWTH
…competitive advantage depends on the strength of your
partners and the decisions made
@RIZinsights
GOVERNANCE DESIGN
THE FUTURE OF WORK HAS
ARRIVED, IT’S TIME
ORGANIZATIONS DESIGN TO
MATCH
…legacy models and hierarchies are being dissolved and
replaced with open talent marketplaces
@RIZinsights
ENTER THE UNCHARTED
WORK TOWARD A CORPORATE
GOVERNANCE DESIGN FOR
PEOPLE THAT CAN DRIVE THE
UNPRECEDENTED
…companies who invest in governance designed for people
today will unleash human potential and creativity
@RIZinsights
https://securescore.office.com
Overview: Secure Score
29
Governance Plans
This is about governing the content and
information that users store in your
systems each day
Make it useful and people will
WANT to use it
@RIZinsights
GOVERNANCE PLAN
User Experience
Modern look and feel, simplicity,
animation, focus on core tasks
Work Management
Full-spectrum PM, unified tasks,
site mailbox
Cloud
Office 365, Azure services,
external sharing, internet sites
Interoperability
Business connectivity services,
hybrid, OData, Duet
App Model
Web standards, easier dev and
deployment, marketplace,
discovery, management
Lifecycle
Improved self-service site creation
and governance, intuitive new site
wizard
Content
Drag and drop, OneDrive sync,
offline working, secure external
sharing, site mailboxes
Mobile
Anywhere access on Windows
Phone and iOS
Compliance
Policy and eDiscovery across
SharePoint / Exchange / Lync
Management
Upgrade, request manager,
efficient file I/O, Oauth
Web Publishing
Adaptive, search-based
experiences, new publishing
features easier site updates
Internet
Personalization, multi-lingual
sites, Dreamweaver support
BI
Excel, Power View, PowerPivot,
Excel Services,
Search
Unified experience, single core,
adaptive, graphical refiners,
search apps, improved people
search
Social
Personal sites, feeds,
communities, follows, likes,
Yammer, suggestions
Updating your Plan
• Security with external users; who
can do it and why?
• Office 365 and Hybrid SharePoint
environments
• Supporting IT services - Offsite
storage and data redundancy
• Corporate Data - Where do apps
store your information?
IT changed landscape has created opportunities
for businesses to solve problems today
• What are you creating?
• What problem does it solve?
• How will it be secured?
• What data will it provide/surface?
• Custom Actions
• Choose where policy should apply (All or
specific)
• Conditions
• Actions (Block content and/or Send
notification)
• Notifications can include notifying the owner of
a site or OneDrive, notification to the person,
additional people. Messages can be
customized and policy tips will be used.
• Users have the ability to override
20XX
Workers get interrupted as
often as once every 5 minutes
Number of times per hour
checking inbox
Knowledge Workers unlock
their smartphones up to 9
times every hour
80%
80% of employees admit to
using non-approved SaaS
apps in their jobs​
20%
20% of the workforce is
comprised of contractors,
temporary staff and
freelancers
Two thirds of workers
complain that they don’t have
enough time to complete
their jobs
@RIZinsights
@RIZinsights
What is governance for an enterprise application?
What you MAY do A suggested way TO do it Make sure you DO it
@RIZinsights
Governance in your Organization?
Who’s leading the charge?
@RIZinsights
Associate policy
features with site
collection
policies, then
associate that
policy with a
content type, list
or library
Policies
Associate a set of
policy features
directly with a
content type, and
then add that
content type to
one or more lists
or libraries
Policy Features
Retention
Policies
Auditing
Labeling
Available Features
Policies and Features
@RIZinsights
@RIZinsights
Inconsistency is a Virus
@RIZinsights
…which grows throughout your organization
@RIZinsights
The 1 Million Subscriber Mark
@RIZinsights
The 1 Million Subscriber Mark
Summary
Summary
â–Ş Governance First
Roles, platforms, apps, teams
â–Ş Strategy First (aka second)
Alignment across initiatives,
experiences and your plan
â–Ş Know Good from Greats
The value of the ecosystem is massive
â–Ş Communicate
©2017 Avanade Inc. All Rights Reserved.
THANK YOU
eric@emptycubicle.com
@RizInsighs
©2018 Empty Cubicle Inc. All Rights Reserved.
©2017 Avanade Inc. All Rights Reserved.
Session summary
Be Realistic: Have Fear
What’s your Failure Plan
Executive buy-in is critical
Identify the pain and align to key
strategic goals

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O365Con18 - Good to Great SharePoint Governance - Eric Riz

  • 1. ©2018 Empty Cubicle Inc. All Rights Reserved. ©2018 Empty Cubicle Inc. All Rights Reserved. Good to Great Governance November 14, 2018 Eric Riz @RizInsights
  • 2. ©2018 Empty Cubicle Inc. All Rights Reserved.
  • 3. ©2018 Empty Cubicle Inc. All Rights Reserved. www.emptycubicle.com eric@emptycubicle.com www.ericriz.com
  • 4.
  • 5. Why You’re Here – The Governance Expectation ##governancesucks
  • 6. A Brief History of SharePoint 2001-2003 Early Releases SharePoint Portal Server 2001 SharePoint Team Services 2002 SharePoint Services (Free) SharePoint Portal Server 2003 2006-2008 Velocity Microsoft Office SharePoint Server 2007 $1B business Acquisition of FAST Search & Transfer Microsoft Online Services 2009-2012 Evolution SharePoint Server 2010 BPOS Acquisition of Yammer 2013-2015 Transition SharePoint Server 2013 Office 365 & SharePoint Online 2016 Renewal SharePoint Server 2016 Future of SharePoint OneDrive NGSC Modern sites, pages, lists & libraries Connected to Office 365 groups PowerApps & Flow SharePoint mobile app SharePoint framework 2017 Innovation Microsoft Teams files/wiki OneDrive Files On-Demand News Communication sites Yammer integration Hub sites 2018 Transformation Hub sites SharePoint spaces List innovations Connected web parts Organizational news Modern intranet & portals SharePoint Server 2019
  • 7.
  • 8. ©2017 Avanade Inc. All Rights Reserved.
  • 9. Good to Great Governance
  • 10.
  • 11.
  • 12. 12
  • 13.
  • 14. ©2017 Avanade Inc. All Rights Reserved. How is Governance Viewed? • Not Understood • As a Checklist • A necessary evil that we have to follow • Critical – and we have a team in place to support it!
  • 15. People Who will access information, and when? Culture What is the threshold for your organization? Processes What can we automate to facilitate governance? Technology Effective use and actions is critical
  • 17.
  • 18.
  • 19.
  • 20.
  • 21. OVERVIEW OFFICE 365 & SHAREPONIT GOVERNANCE TODAY GOVERNANCE BY PEOPLE, FOR PEOPLE GOVERNANCE IS THE NEW UI ECOSYSTEM DRIVES COMPLIANCE, NOT RISK WORKFORCE IS THE MARKETPLACE GOVERNANCE DESIGN SHOULD EMPOWER ENTER THE UNCHARTED
  • 22. It's t i me for the C-suite to fundamentally reexamine how people interact n o t just w i t h technology, but also w i t h their business. That approach w i l l b e c r itical a s g o v e r n a n c e takes o n the primar y role of interacting w i t h b ot h your customers a nd employees.
  • 23. @RIZinsights THE NEW UI GOVERNANCE IS THE KEY POINT OF DISTINCTION BETWEEN YOUR BUSINESS AND YOUR COMPETITORS …and must be considered a key competency when structuring Office 365 and SharePoint internally
  • 24. @RIZinsights ECOSYSTEM DRIVES COMPLIANCE LEVERAGE PARTNERSHIPS TO UNLOCK GOVERNANCE CONTROLS THAT MAKE SENSE FOR YOUR ORGANIZATION …relationships should leverage value chains that transform their businesses, products, and the market itself
  • 25. @RIZinsights WORKFORCE IS THE MARKETPLACE EVERY COMPANY NEEDS A GOVERNANCE STRATEGY THAT EMBRACES NEEDS, DEMANDS AND FUTURE GROWTH …competitive advantage depends on the strength of your partners and the decisions made
  • 26. @RIZinsights GOVERNANCE DESIGN THE FUTURE OF WORK HAS ARRIVED, IT’S TIME ORGANIZATIONS DESIGN TO MATCH …legacy models and hierarchies are being dissolved and replaced with open talent marketplaces
  • 27. @RIZinsights ENTER THE UNCHARTED WORK TOWARD A CORPORATE GOVERNANCE DESIGN FOR PEOPLE THAT CAN DRIVE THE UNPRECEDENTED …companies who invest in governance designed for people today will unleash human potential and creativity
  • 29. 29
  • 31.
  • 32. This is about governing the content and information that users store in your systems each day Make it useful and people will WANT to use it
  • 33. @RIZinsights GOVERNANCE PLAN User Experience Modern look and feel, simplicity, animation, focus on core tasks Work Management Full-spectrum PM, unified tasks, site mailbox Cloud Office 365, Azure services, external sharing, internet sites Interoperability Business connectivity services, hybrid, OData, Duet App Model Web standards, easier dev and deployment, marketplace, discovery, management Lifecycle Improved self-service site creation and governance, intuitive new site wizard Content Drag and drop, OneDrive sync, offline working, secure external sharing, site mailboxes Mobile Anywhere access on Windows Phone and iOS Compliance Policy and eDiscovery across SharePoint / Exchange / Lync Management Upgrade, request manager, efficient file I/O, Oauth Web Publishing Adaptive, search-based experiences, new publishing features easier site updates Internet Personalization, multi-lingual sites, Dreamweaver support BI Excel, Power View, PowerPivot, Excel Services, Search Unified experience, single core, adaptive, graphical refiners, search apps, improved people search Social Personal sites, feeds, communities, follows, likes, Yammer, suggestions
  • 34. Updating your Plan • Security with external users; who can do it and why? • Office 365 and Hybrid SharePoint environments • Supporting IT services - Offsite storage and data redundancy • Corporate Data - Where do apps store your information?
  • 35.
  • 36. IT changed landscape has created opportunities for businesses to solve problems today
  • 37. • What are you creating? • What problem does it solve? • How will it be secured? • What data will it provide/surface?
  • 38. • Custom Actions • Choose where policy should apply (All or specific) • Conditions • Actions (Block content and/or Send notification) • Notifications can include notifying the owner of a site or OneDrive, notification to the person, additional people. Messages can be customized and policy tips will be used. • Users have the ability to override
  • 39. 20XX
  • 40.
  • 41.
  • 42. Workers get interrupted as often as once every 5 minutes Number of times per hour checking inbox Knowledge Workers unlock their smartphones up to 9 times every hour 80% 80% of employees admit to using non-approved SaaS apps in their jobs​ 20% 20% of the workforce is comprised of contractors, temporary staff and freelancers Two thirds of workers complain that they don’t have enough time to complete their jobs
  • 43.
  • 45. @RIZinsights What is governance for an enterprise application? What you MAY do A suggested way TO do it Make sure you DO it
  • 46. @RIZinsights Governance in your Organization? Who’s leading the charge?
  • 47.
  • 48. @RIZinsights Associate policy features with site collection policies, then associate that policy with a content type, list or library Policies Associate a set of policy features directly with a content type, and then add that content type to one or more lists or libraries Policy Features Retention Policies Auditing Labeling Available Features Policies and Features
  • 49.
  • 50.
  • 52.
  • 53.
  • 54.
  • 57. @RIZinsights The 1 Million Subscriber Mark
  • 58. @RIZinsights The 1 Million Subscriber Mark
  • 60. Summary â–Ş Governance First Roles, platforms, apps, teams â–Ş Strategy First (aka second) Alignment across initiatives, experiences and your plan â–Ş Know Good from Greats The value of the ecosystem is massive â–Ş Communicate
  • 61. ©2017 Avanade Inc. All Rights Reserved. THANK YOU eric@emptycubicle.com @RizInsighs
  • 62. ©2018 Empty Cubicle Inc. All Rights Reserved. ©2017 Avanade Inc. All Rights Reserved. Session summary Be Realistic: Have Fear What’s your Failure Plan Executive buy-in is critical Identify the pain and align to key strategic goals