1.
Who am I? Boston Washington

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Our Goal Today… From Here To Here

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Seven Steps For Success…

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Seven Steps For Success…

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Meet Joe Hi!

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At Joe‟s Company…

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Decision Makers don‟t haveEnough Information

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The CFO needs to Reduce Costs

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IT Services Struggles toKeep Up

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AndPeople Are Having TroubleFinding What They Need

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So Joe has an Idea!

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We can solve our problemswith technology!

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Since… Drupal Not as Awesome! awesome.

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And Everyone in Joe‟s Companyuses Microsoft Office…

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SharePoint is the Perfect Fit!

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Map the needs of theorganization to the righttechnology…

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This is important as Microsoftalone has a quite a few…• Dynamics CRM• Dynamics ERP Lync • Dynamics AX • Dynamics GP • Dynamics NAV Exchange • Dynamics SL

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SharePoint is not a Silver Bullet… SharePoint is not a Silver Bullet at NothingButSharePoint.com

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Even SharePoint has multipleoptions 2013 Foundation Foundation 2010 Standard Standard Online On Enterprise Enterprise Site

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It‟s Big Ecosystem…

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It‟s not just a feature tofeature comparison…

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So Joe does all that goodresearch and…

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SharePoint Is Part Of His OverallEnterprise Technology Plan

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The OutcomeWithin the overall enterprise technologyplan SharePoint meets specific businessneeds.

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What to watch out for…We have to define our needs carefullyif we want to pick the right technology.

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Seven Steps For Success…

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Before we begin…

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Let‟s Talk About Perceptions

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People See Different Things

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Perceptions Impact Motivation • Acceptance • Physical Activity • Curiosity • Power • Hunger • Attractiveness • Family • Saving • Honour • Social Contact • Idealism • Status • Independence • Security • Order • Vengeance

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Two Key Groups Must Buy In andHave The Right Expectations IT Services Decision Makers

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What is the most important thingto IT Services?

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Cost OfOwnership

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What are some ways we canconvince IT Services?

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SharePoint and ITThe Main Point of Implementing SharePoint: SharePoint eventually allows Business Users to develop and implement business solutions that use technology without IT‟s direct involvement.

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SharePoint and ITSecondary (But Important) Points: SharePoint‟s integration with technologies you already use and it‟s extendibility are invaluable. Lync Exchange When I Say “SharePoint Integration” You Probably Think Of This...

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SharePoint and ITThe Reality: IT struggles with supporting another technology.

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Information Overload Search Process Collaboration Information Information Information Information Information Control Management

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Explain Platform Benefits Search Process Collaboration Information Control Management

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Explain Platform Benefits Search Search Records Records Management Management Collaboration Collaboration Personalization Personalization Document Document Management Management Information Business Business Control Control Intelligence Intelligence Forms Forms Services Process Process

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What is the most important thingto Decision Makers?

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Add Value To Business

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What are some ways we canconvince Decision Makers?

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Add Value (Decision Makers)The Biggest Point to Share is: SharePoint can help achieve business objectives by improving productivity, reducing waste, etc.The Reality: Business Objectives are often not specific enough to be achievable. It takes time and investment to reach the point all managers and executives want.

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Prioritize and Plan

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HR Onboarding Solutions• Onboarding Workflow• Onboarding Electronic Forms• Integration with HRIS• New Employee Site

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Map Solutions to Objectives Direct Relationship  Indirect Relationship Automate and Automate and Automate and Centralize Improve HR Provide HR Self Improve HR Improve Absence Knowledge and Employee File Service Onboarding Management Resources ManagementAdjust SiteStructure    OnboardingWorkflow  OnboardingElectronic Forms   Integration WithHRIS     New Employee Site     Document CaptureAutomation   * Objectives/solutions should be more specific – Example purposes only.

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What‟s the expectationwe have to set?

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It Takes Time

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SharePoint Solutions (Evolution) Business Information Collaboration Business Process Intelligence Driven Driven Driven Driven Reporting Workflow/Communication Collaboration Auditing Dashboards*Super Simplified

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The OutcomeJoe achieved momentum and buy inby ensuring stakeholders have a sharedunderstanding of SharePoint value.

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What to watch out for…Joe must carefully manage expectationsand maintain the momentum.

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Seven Steps For Success…

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How do we get here?

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Evaluating With Discounted Cash Flow Show expected cost and return over multiple time periods. Remember to „discount‟ values to account for cost of capital impact and the fact $5 dollars today is worth less than $5 in the future.

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Evaluating with Real OptionsAnalysis

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Evaluating with Monte CarloAnalysis

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There are different ways ofcalculating ROI… This is kind of boring…

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There are really only two waysof using ROI… 1. For Prioritization 2. To Improve Return

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1. For PrioritizationThe Simplest ROI Formula Ever Estimated Even I can Value do it! Estimated Difficulty

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1. For Prioritization Examples I have a difficult requirement. It‟s an 8 in difficulty (out of 10). I have an easy requirement. It‟s a 2 in difficulty (out of 10). The expected value of the difficult requirement is 4 (out of 10). The expected value of the easy requirement is 6 (out of 10). Estimated Value Estimated Difficulty

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2. To Improve ReturnROI (traditionally) MeasuresFinancial Impact

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2. To Improve ReturnROI analysis often misses non-financial impact‟ or „increasedpotential‟ Improved Relationships Website/Intranet Visitors Improved Know-How User Complaints Improved Morale Improved SkillsPositive Word of Mouth Increased Innovation Click-throughs Connections Employment Applications Comments Negative Word of Mouth Better Reputation

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2. To Improve ReturnExample ofNon-Financial Measurement

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MEASURE THERIGHT THING

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The OutcomeJoe is measuring effort effectively tobetter prioritize or to improve return oninvestment.

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What to watch out for…Fear of bad estimation leading to notestimating at all. Vaguely right is betterthan precisely wrong.

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Seven Steps For Success…

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What is Governance?

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GOVERNANCEIS REQUIRED

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What does that mean?Without effective governance; organization,performance, and capability aresignificantly reduced.

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Without Governance

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So how do we do it?

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Teamwork is KeyThere are typically 5 teams for SharePoint Governance: Business Strategy Team Initiatives/Technical Strategy Team Tactical Teams:  Tactical Operations Team  Tactical Development Team  Tactical Support Team

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Identify patterns.Plan for patterns.Execute patterns.

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I think I seea Pattern.

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Executing Governance

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Governance Outcomes Aggregate/Reference Document or Site (Contains all SharePoint Info – Single Point of Reference) Objectives/Priorities (Tech/Business)

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Operations Outcomes Objectives/Priorities Disaster Recovery Plan Storage and Quota Policies Monitoring Plans Maintenance Plans Service Level Agreements Security Policies SharePoint Deployment Process, Policies, and Schedule Governance Documents

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Development Outcomes Objectives/Priorities Branding Guide SharePoint Designer Policy Workflow Policy Development Standards (Including OOTB vs Custom) Development Environment Policy Testing Requirements SharePoint Deployment Process, Policies, and Schedule Standards Online

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Support Outcomes Objectives/Priorities Site Classification and Platform Classification Site Provisioning Process/Questionnaire User Expectations Agreement Roles and Responsibilities Support Agreement(s) Training and Communication Plans SharePoint MySite Policies (Pictures)… Governance Documents

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Support Outcomes User Lifecycle Policy Taxonomy Management Social Policies Content Standards Legal and Compliance Policy Search Management SharePoint Standards Online

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With Governance

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The OutcomeEveryone Achieves a Shared Understandingof SharePoint Related Processes

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What to watch out for…Not just documents, policies, andprocedures. It is an active andongoing process.

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Seven Steps For Success…

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What is the best approach forSharePoint Implementations?

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ITERATIVEAPPROACH

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Why Iterative? SharePoint is a very large platform. It takes time to understand SharePoint. SharePoint is great for rapid prototyping, and for proof of concept work. It ensures there is enough time to review, adjust, and communicate.

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Support Planning

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SharePoint Can Be Difficult These Documents Are Checked Out!

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SharePoint Can Be Intrusive Doug Just Edited A Document! You Have A New ColleagueDoug Just Bob Deleted In SharePointSigned You A Document!Up For An John Just Alert! Added You To A Site! Sally Just Edited A Document!

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Don‟t forget you aren‟tsuperman. (Sorry Joe)

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Multiple Tiers for EscalationYou can‟t know everything. Tactical Support Team Help Desk Site Administrators End Users Learning Libraries/Online/Help

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Measure SupportLearn and use data to be proactive.

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Diversify Supportresources/mediums Books and Manuals Online  MSDN  Forums  TechNet  Help  Blogs  Etc Cheat Sheets One on One Classroom Training

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Avoid too much too fast.Keep it simple.It‟s like learning to drive.

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ISUse them.

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Productivity Hub

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Support Tip…

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RESPONDYou never want to give the IT busy signal, or support busy signal.

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The OutcomeSharePoint is supported effectively.

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What to watch out for…The training and support can becostly in time and resources.

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Seven Steps For Success…

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How do we get successfulUser Adoption?

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USERS MUSTUNDERSTAND THE VALUE

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Successful User AdoptionRequires…

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High Availability, Mobility andAccessibility also lead to betterUser Adoption! Adoption Activities Listing

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Create an Identity and BrandConsistency AcrossUser Environments Modify Provisioned Site (or Templates) Based on Need AdoptionBranding should make it easier to use. Activities Listing

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Make it Fun! AdoptionHold Contests, Scavenger Hunts, and ActivitiesOther Activities Listing

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Reward super users withachievements. AdoptionThen promote the desire to get rewards. Activities Listing

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Create a SharePoint Showcase Good Idea!Where users submit and show off Adoptiontheir SharePoint “Solutions” Activities Listing

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Make it easier to work with… Powerful Columns You Probably Didn‟t Know About

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The OutcomeSharePoint is successfully adopted by alarge enough group of users to be deemedsuccessful.

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What to watch out for…The build it they will comeapproach will not work alone.

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Seven Steps For Success…

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What about New Work &Growth?

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Spend time in advance building achannel for new work

119.
Know your limits

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Grow your team

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Know your team and needs  Developers(s)  Administrators(s)  Architect(s)  Business Analyst(s)  Project Manager(s)  Site Administrator(s)  Super Users(s)  Trainer(s)

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Cultivate new work!It‟s a good thing.This boosts user adoption!(More functionality and dependency over time)

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The OutcomeThe SharePoint Implementation continues togrow, expand and provide more value.

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What to watch out for…You need to plan support for newwork/requests otherwise peoplewill lose confidence.

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Seven Steps For Success…

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Seven Steps For Success…Key: UnderstandBusiness Needs& Map To Them

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Seven Steps For Success… Key: Share Alignment, Vision & Expectations

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Seven Steps For Success… Key: Measure To Improve & Return More

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Seven Steps For Success… Key: Use Team Work & Execute With Patterns

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Seven Steps For Success… Key: Be Iterative, Leverage Others, & Respond

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Seven Steps For Success… Key: Share The Value & Successes

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Seven Steps For Success… Key: Manage Your Capabilities & Priorities

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A Step In The Right DirectionThank you to all sponsors, organizers, and you for making this possible.Questions? Ideas? Feedback? Contact me: Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: Richard@PortalSolutions.net Resources: Win a Microsoft Surface! bit.ly/PortalSolutions 700+ SharePoint IA Slides.. PracticalIntranet.com 130+ SharePoint Standards.. SPStandards.com 15 Pages of Important Questions.. SharePointDiagnostics.com 80+ Downloadable Presentations.. SlideShare.com/RHarbridge

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Win A Windows Surface!This exclusive contest is for people who have reviewedthis slide deck in it‟s entirety (that are awesome enoughto make it all the way through).We want to give you a free Surface! Why?Because we love you.Just navigate to this page:http://bit.ly/PortalSolutionsIf you are at SPC please don‟t forget to evaluate my session!