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EVERYTHING YOU                                NEED TO KNOW                                ABOUT SHAREPOINTS               ...
Who am I?                                      Boston                                    Washington#SPSocial @RHarbridge
SPTechCon                        The SharePoint                        Technology Conference#SPSocial @RHarbridge
Our Goal Today…               From Here   To Here#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
Connecting Value                      To SharePoint                     Social Features#SPSocial @RHarbridge
What is the     Value?
•   Lowers Cost Of Sharing &    Organizing Information•   Reduces Organizational Barriers•   Improves Business Agility•   ...
•   Improve Search Relevance•   Improve Content Authority•   Add Further Contextual Relevance•   Provide Additional Ways T...
Sites     Composites            Communities      Insights               Content                  SearchNot Just Communitie...
Social Feedback Leads To Better                  Procedures?  Why Leveraging SharePoint Blog Features for News is a Great ...
The Nature Conservancy - Case Study                                       • The Nature Conservancy is the leading conserva...
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
TNC - Department#SPSocial @RHarbridge
#SPSocial @RHarbridge
TNC - Search#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
#SPSocial @RHarbridge
Social SharePoint Options                  Extending (Customizing)                        Complimenting (Yammer)          ...
Implementing An Effective             SharePoint Social Strategy#SPSocial @RHarbridge
Social Roll Out#SPSocial @RHarbridge
My Sites & Profile Roll Out      Phase 1                                   Basic Profile                                  ...
Social Feature Roll Out     Phase 1 Phase 2 Phase 3      Less Than 50% Profiles Populated   Less Than 75% Profiles Populat...
Map To Business Objectives                               Direct Relationship               Indirect Relationship        ...
Profile Sprawl Challenge?#SPSocial @RHarbridge
No Anonymity In The Enterprise?#SPSocial @RHarbridge
Keyword Sprawl Challenge?#SPSocial @RHarbridge
Discipline and Processes#SPSocial @RHarbridge
Samples of What to Measure    –   Number of completed user profiles    –   Number of connections per user    –   Cross pos...
SharePoint Social Maturity                                                Tagging                                         ...
Business                        Tips and Tricks#SPSocial @RHarbridge
Brand Your Social Roll Out      We Make Things Happen   What follows are potential ‘Social’ Slogan                        ...
Scope of Training     • Trained To Lead By                                  • Trained To Promote Best       Example       ...
Opportunistic Driven Learning                  Training Should Follow “Just In Time & Just Enough”#SPSocial @RHarbridge   ...
Support Updates Objectives/Priorities Site Classification and Platform Classification Site Provisioning Process/Questio...
Support Updates User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Poli...
Multiple Tiers for Escalation                        (You can’t know everything)                                          ...
Measure Support                        Learn and use data to be proactive.#SPSocial @RHarbridge
Planning for Privacy       •Who can social tag/bookmark?          Define an acceptable use policy       •What happens when...
Remember you can Manage Tags     • In Central Admin you can search and manage       all tags of a user, or those that spec...
Tip: Plan For User Adoption#SPSocial @RHarbridge
Encourage Community Adoption           With Best Practices • Start small • Select, support, and nurture your champions    ...
Differences Between Teams and Communities                                    Community     Team               Community#SP...
HR & Legal Considerations             For Social Strategies#SPSocial @RHarbridge
Social Media Policy?    • You should have one for external use.      • It’s recommended you use a comprehensive         te...
Incident Reports      An incident report or accident report is a form that is filled out in order to      record details o...
Photo Sharing?    • Can the company share Christmas party photos?      • Can an individual? On their mysite?    • Does the...
MySites    • Is The Organization Responsible For Documents On      Users Desktops?    • What Privacy Rules Must Be Upheld?...
Wikis, Blogs, Discussion        Boards, Notes, & Status Updates     • What are the records management rules around…       ...
User Profiles    • Properties (Legal Considerations)      • Job Title Property      • Can Users Update Their Own Informati...
Social Technology                     Vendors & Tools#SPSocial @RHarbridge
SharePoint Social Vendors  HiSoftware Compliance Sheriff for Social  Computing and Collaboration Compliance  Social Sites ...
Yammer/SharePoint Integration   •   Primary Yammer Web Part: Add robust Yammer feeds, private messages, and notifications ...
#SPSocial @RHarbridge
#SPSocial @RHarbridge
Finding Expertise - Yammer vs SharePoint     • Cons of Yammer:         – Soft Skills and Hard Skills in two different loca...
Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbrid...
Part 2 - Everything You Need To Know About SharePoint Social Capabilities - Business Focus
Part 2 - Everything You Need To Know About SharePoint Social Capabilities - Business Focus
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Part 2 - Everything You Need To Know About SharePoint Social Capabilities - Business Focus

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Part 2 - Everything You Need To Know About SharePoint Social Capabilities - Business Focus

  1. 1. EVERYTHING YOU NEED TO KNOW ABOUT SHAREPOINTS SOCIAL CAPABILITIES Part 2 – Focus: Business StrategySOCIAL BUSINESS &SHAREPOINT CONFERENCEOctober 30-31  Greenwich, CT
  2. 2. Who am I? Boston Washington#SPSocial @RHarbridge
  3. 3. SPTechCon The SharePoint Technology Conference#SPSocial @RHarbridge
  4. 4. Our Goal Today… From Here To Here#SPSocial @RHarbridge
  5. 5. #SPSocial @RHarbridge
  6. 6. #SPSocial @RHarbridge
  7. 7. Connecting Value To SharePoint Social Features#SPSocial @RHarbridge
  8. 8. What is the Value?
  9. 9. • Lowers Cost Of Sharing & Organizing Information• Reduces Organizational Barriers• Improves Business Agility• Compliments Talent Management• Promotes End User Innovation
  10. 10. • Improve Search Relevance• Improve Content Authority• Add Further Contextual Relevance• Provide Additional Ways To Find Content
  11. 11. Sites Composites Communities Insights Content SearchNot Just Communities… Leveraged Everywhere
  12. 12. Social Feedback Leads To Better Procedures? Why Leveraging SharePoint Blog Features for News is a Great Idea#SPSocial @RHarbridge
  13. 13. The Nature Conservancy - Case Study • The Nature Conservancy is the leading conservation organization working around the world to protect ecologically important lands and waters for nature and people. • Founded in 1951, currently 1 million members. • Operates more than 100 marine conservation projects globally. Business Challenge The Project Results» Improve “findability” of » Intranet/Extranet: connect.TNC experts, content, and data to global intranet/extranet » Deployed “social Intranet” Q1 share best practices and 2012 that connects experts » Connects staff, trustees, improve project performance. around the world to share best volunteers, partners, practices.» Complex, worldwide government agencies around organization without a single the globe clearinghouse for connecting » Integration of Newsgator Social people and information. Sites#SPSocial @RHarbridge
  14. 14. #SPSocial @RHarbridge
  15. 15. #SPSocial @RHarbridge
  16. 16. #SPSocial @RHarbridge
  17. 17. #SPSocial @RHarbridge
  18. 18. TNC - Department#SPSocial @RHarbridge
  19. 19. #SPSocial @RHarbridge
  20. 20. TNC - Search#SPSocial @RHarbridge
  21. 21. #SPSocial @RHarbridge
  22. 22. #SPSocial @RHarbridge
  23. 23. #SPSocial @RHarbridge
  24. 24. #SPSocial @RHarbridge
  25. 25. #SPSocial @RHarbridge
  26. 26. #SPSocial @RHarbridge
  27. 27. Social SharePoint Options Extending (Customizing) Complimenting (Yammer) Supplementing (Newsgator) Replacing Ignoring/Locking Down When are people going beyond SharePoint for Social Functionality? How To Lock Down SharePoint’s Social Features#SPSocial @RHarbridge
  28. 28. Implementing An Effective SharePoint Social Strategy#SPSocial @RHarbridge
  29. 29. Social Roll Out#SPSocial @RHarbridge
  30. 30. My Sites & Profile Roll Out Phase 1 Basic Profile Import Phase 2 MySites Piloted Profiles Implemented Photos Updated Phase 3 MySites Globally Deployed Custom Profile Fields From Central Source Profile Fields Users Can Edit Profiles Phase 4 MySites Customized Integrated With LOB Data Profile Data With Write Back To AD Presentation Customized#SPSocial @RHarbridge
  31. 31. Social Feature Roll Out Phase 1 Phase 2 Phase 3 Less Than 50% Profiles Populated Less Than 75% Profiles Populated Close to 100% Profiles Populated Notes and Status Updates Notes & Status Updates Used Notes & Status Updates Infrequently Used Frequently By Early Adopters Considered Cultural Norm Community Sites Globally Communities Extended To Community Sites Piloted Deployed External Participants Wiki Spaces Extended To External Wikis Piloted Wiki Sites Globally Deployed Participants Leadership Blogs Piloted Department Blogs Deployed Personal Blogs Deployed Discussion Boards Globally Discussion Boards Leading To New Discussion Boards Piloted Deployed Innovation Or Cost Savings Tags & Notes Infrequent (Usage Tags & Notes Adopted (Usage Tags & Notes (Expected) Low) High) Ratings Piloted On Knowledge Knowledge Base Initiating New Knowledge Base Podcasting & Base Procedures/Policies Media#SPSocial @RHarbridge
  32. 32. Map To Business Objectives  Direct Relationship  Indirect Relationship Have Highly Leadership Provide Highlight Customer Support Effective Supporting Personally Positive Exceptional Transparent Acquisitions Decision Community Engaging w/ Work Culture People Support Making Customers Internal Social Collaboration      User Profiles  Personal MySites   Internal Social Networking      Communities Of Interest     Communities Of Practice      External Social Authoring     Social CRM    #SPSocial @RHarbridge
  33. 33. Profile Sprawl Challenge?#SPSocial @RHarbridge
  34. 34. No Anonymity In The Enterprise?#SPSocial @RHarbridge
  35. 35. Keyword Sprawl Challenge?#SPSocial @RHarbridge
  36. 36. Discipline and Processes#SPSocial @RHarbridge
  37. 37. Samples of What to Measure – Number of completed user profiles – Number of connections per user – Cross posting of blogs, subscriptions to RSS and other feeds – Average number of participants with Wikis (also look at distribution – Wikis with most participants vs. universe of wikis) – Effective use on major projects – Reduction in e-mail (generally, on specific topics, corporate noise) – Range of adoption (departments, topics) – Does a new policy or idea get adopted easier? – Search metrics: fewer similar queries=right information faster#SPSocial @RHarbridge
  38. 38. SharePoint Social Maturity Tagging 5 Instant Messaging Notes / Discussions 4 3 2 Microblogging & Activities Rating 1 0 Blogging People Profiles Wikis MySites *Super Simplified#SPSocial @RHarbridge People Search
  39. 39. Business Tips and Tricks#SPSocial @RHarbridge
  40. 40. Brand Your Social Roll Out We Make Things Happen What follows are potential ‘Social’ Slogan Additions (based on “We Make Things Happen”): “When we work together.” “Keep up with them using COMPANYXYZ Social.” “Be a part of them with COMPANYXYZ Social.” “Share them on COMPANYXYZ Social.” “Be involved in creating them on COMPANYXYZ Innovate”#SPSocial @RHarbridge
  41. 41. Scope of Training • Trained To Lead By • Trained To Promote Best Example Practices Around Specific • Trained To Make And Focus Areas Enforce Decisions Center of Executives Excellence Business Employees Units • Trained To Create • Trained To Leverage Social Knowledge And Practice Collaboration, Networking And Media#SPSocial @RHarbridge
  42. 42. Opportunistic Driven Learning Training Should Follow “Just In Time & Just Enough”#SPSocial @RHarbridge Image from Paul Culmsee
  43. 43. Support Updates Objectives/Priorities Site Classification and Platform Classification Site Provisioning Process/Questionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans MySite Policies (Pictures)…#SPSocial @RHarbridge
  44. 44. Support Updates User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management#SPSocial @RHarbridge SharePoint Standards Online
  45. 45. Multiple Tiers for Escalation (You can’t know everything) Tactical Support Team Help Desk Site Administrators End Users Learning Libraries/Online/Help#SPSocial @RHarbridge
  46. 46. Measure Support Learn and use data to be proactive.#SPSocial @RHarbridge
  47. 47. Planning for Privacy •Who can social tag/bookmark? Define an acceptable use policy •What happens when the employee leaves? •Security trimming of tags ON or OFF Pluggable architecture allows definition of rules and back ends Define how to handle non-SharePoint and external sites Only Indexed sites can be trimmed out-of-the- box •Activity Feed Repercussions#SPSocial @RHarbridge
  48. 48. Remember you can Manage Tags • In Central Admin you can search and manage all tags of a user, or those that specific words. • This means you can create and actively perform governance and control/resolutions.#SPSocial @RHarbridge
  49. 49. Tip: Plan For User Adoption#SPSocial @RHarbridge
  50. 50. Encourage Community Adoption With Best Practices • Start small • Select, support, and nurture your champions – Funding for “strategic” champions – Champions training • Seed communities with content/structure • Establish guidelines for etiquette • Watch out for corporate policy/governance • Don’t neglect usability#SPSocial @RHarbridge
  51. 51. Differences Between Teams and Communities Community Team Community#SPSocial @RHarbridge56 © 2009 PTC
  52. 52. HR & Legal Considerations For Social Strategies#SPSocial @RHarbridge
  53. 53. Social Media Policy? • You should have one for external use. • It’s recommended you use a comprehensive template (there are many online and they are extremely inexpensive). • You should have one for internal use. • This policy should mention or refer to… • Discrimination Policies • Sexual Harassment Policies • Computer Security and Acceptable Use Policies • Intellectual Property Policies#SPSocial @RHarbridge
  54. 54. Incident Reports An incident report or accident report is a form that is filled out in order to record details of anTerms? In SharePoint unusual event that occurs at the facility, such as an injury to a patient. The purpose of the incident report is to document the exact details of the occurrence while they are fresh in the mindsSharePoint use If something unusual happens as a result of of those who witnessed be documented with as much detail as possible it must the event. while it’s still fresh in the minds of those who were participants or effected. If action (especially disciplinary) is taken as a result of an incident; information leading to the decision (including risks) and how efficacy (success) will be monitored must be retained.#SPSocial @RHarbridge
  55. 55. Photo Sharing? • Can the company share Christmas party photos? • Can an individual? On their mysite? • Does the organization need a photo release form? • What About MySite Photos? • How will these be managed? • Approved? • How will these be populated? • Do photos already exist of many staff members?#SPSocial @RHarbridge
  56. 56. MySites • Is The Organization Responsible For Documents On Users Desktops? • What Privacy Rules Must Be Upheld? • What are the RM policies for these files? • Retention? • Disposition? • Are there specific provisioning policies that must be put into place before a user can have a MySite?#SPSocial @RHarbridge
  57. 57. Wikis, Blogs, Discussion Boards, Notes, & Status Updates • What are the records management rules around… • Wiki Content? • Blog Content? • Comments? • Discussion Board Content? • Note Content? • Status Update Content?#SPSocial @RHarbridge * Notes & Status Updates Have No OOTB Auditing Or Information Policies.
  58. 58. User Profiles • Properties (Legal Considerations) • Job Title Property • Can Users Update Their Own Information? • What Information Can Be Shared? • What Information Must Be Opt In? • In Other Words: What Information Can’t We Auto or Pre Populate? • What Should The Default Privacy Settings Be? • What Records Management Rules Must User Profiles Adhere To? • Retention (Info Policies, Version Control etc)#SPSocial @RHarbridge
  59. 59. Social Technology Vendors & Tools#SPSocial @RHarbridge
  60. 60. SharePoint Social Vendors HiSoftware Compliance Sheriff for Social Computing and Collaboration Compliance Social Sites For SharePoint KwizCom WikiPlus, Ratings and More Lightning Tools SharePoint Forum AskMe For SharePoint#SPSocial @RHarbridge
  61. 61. Yammer/SharePoint Integration • Primary Yammer Web Part: Add robust Yammer feeds, private messages, and notifications tabs to SharePoint sites to facilitate team and company-wide conversations. • Light Embeddable Feeds: Embed a lightweight Yammer mini feed anywhere in SharePoint to view and keep track of relevant discussions without disrupting your workflow. • Document & List Integration: Send links to documents, calendar events, and tasks from SharePoint to Yammer feeds for real-time collaboration. • Federated Search: Find the information you need fast with relevant Yammer messages displayed side by side your SharePoint search results. • Profile Sync: Import profile information from SharePoint into Yammer, eliminating the need to complete two profiles. • Notifications: Track unread Yammer messages from the SharePoint top banner. • Activity Streams: Automatically deliver activity updates from SharePoint to your colleagues on Yammer. • Single Sign-On: Leverage SharePoint authentication credentials to simultaneously sign into Yammer through a single entry point. • Admin Configurations: Manage the Primary Yammer Web Part using SharePoint’s built-in controls and templates. Choose to configure read-only Yammer feeds so that users without Yammer accounts can also view conversations#SPSocial @RHarbridge
  62. 62. #SPSocial @RHarbridge
  63. 63. #SPSocial @RHarbridge
  64. 64. Finding Expertise - Yammer vs SharePoint • Cons of Yammer: – Soft Skills and Hard Skills in two different locations – No current integration with Lync makes it less integrated – Current scalability concerns • Pros of Yammer: – Facebook like UI makes it immediately familiar – Easy setup with immediate social networking capabilities – Cost#SPSocial @RHarbridge
  65. 65. Thank YouOrganizers, Sponsors and You for Making this Possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: Richard@RHarbridge.com Resources: 700+ SharePoint IA Slides at.. PracticalIntranet.com 130+ SharePoint Standards at.. SPStandards.com 15 Pages of Important Questions at.. SharePointDiagnostics.com#SPSocial @RHarbridge

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