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SharePoint Success In Seven Steps - Microsoft SPC12
16.
Map the needs of the
organization to the right
technology…
17.
This is important as Microsoft
alone has a quite a few…
• Dynamics CRM
• Dynamics ERP
• Dynamics AX
• Dynamics GP
• Dynamics NAV
• Dynamics SL
Exchange
Lync
18.
SharePoint is not a Silver Bullet…
SharePoint is not a Silver Bullet at NothingButSharePoint.com
19.
Even SharePoint has multiple
options
Online
On
Site
Foundation
Standard
Enterprise
Enterprise
Standard
2010
2013
Foundation
34.
What are some ways we can
convince IT Services?
35.
The Main Point of Implementing SharePoint:
SharePoint eventually allows Business Users to
develop and implement business solutions that
use technology without IT’s direct involvement.
SharePoint and IT
36.
When I Say “SharePoint
Integration” You Probably Think
Of This...
Secondary (But Important) Points:
SharePoint’s integration with technologies you
already use and it’s extendibility are invaluable.
SharePoint and IT
Exchange
Lync
37.
The Reality:
IT struggles with supporting another technology.
SharePoint and IT
38.
Search
Process
Control Management
Collaboration
Information
Information Overload
Information
Information
Information
Information
39.
Explain Platform Benefits
Search
Process
Control Management
Collaboration
Information
40.
Information
Search
Collaboration
Document
Management
Control
Process
Forms Services
Business
Intelligence
Personalization
Records
Management
Explain Platform Benefits
Search
Collaboration
Document
Management
Control
Process
Forms
Business
Intelligence
Personalization
Records
Management
41.
What is the most important thing
to Decision Makers?
43.
What are some ways we can
convince Decision Makers?
44.
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.
46.
HR Onboarding Solutions
• Onboarding Workflow
• Onboarding Electronic Forms
• Integration with HRIS
• New Employee Site
47.
Map Solutions to Objectives
Automate and
Improve HR
Employee File
Management
Automate and
Improve HR
Onboarding
Automate and
Improve Absence
Management
Centralize
Knowledge and
Resources
Provide HR Self
Service
Adjust Site
Structure
Onboarding
Workflow
Onboarding
Electronic Forms
Integration With
HRIS
New Employee Site
Document Capture
Automation
Direct Relationship Indirect Relationship
* Objectives/solutions should be more specific – Example purposes only.
50.
SharePoint Solutions (Evolution)
*Super Simplified
Business
Intelligence
Driven
Business Process
Driven
Collaboration
Driven
Information
Driven
Communication Collaboration
Workflow/
Auditing
Reporting
Dashboards
51.
The Outcome
Joe achieved momentum and buy in
by ensuring stakeholders have a shared
understanding of SharePoint value.
52.
What to watch out for…
Joe must carefully manage expectations
and maintain the momentum.
55.
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.
Evaluating With Discounted
Cash Flow
58.
This is
kind of
boring…
There are different ways of
calculating ROI…
59.
There are really only two ways
of using ROI…
1. For Prioritization
2. To Improve Return
60.
The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can
do it!
1. For Prioritization
61.
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
1. For Prioritization
62.
ROI (traditionally) Measures
Financial Impact
2. To Improve Return
63.
ROI analysis often misses 'non-
financial impact’ or ‘increased
potential’
Website/Intranet Visitors
Increased
Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment Applications
Click-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved Relationships
2. To Improve Return
64.
Example of
Non-Financial Measurement
2. To Improve Return
74.
Teamwork is Key
There 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
75.
Identify patterns.
Plan for patterns.
Execute patterns.
78.
Aggregate/Reference Document or Site
(Contains all SharePoint Info – Single Point of Reference)
Objectives/Priorities
(Tech/Business)
Governance Outcomes
79.
Objectives/Priorities
Disaster Recovery Plan
Storage and Quota Policies
Monitoring Plans
Maintenance Plans
Service Level Agreements
Security Policies
Deployment Process, Policies, and Schedule
Operations Outcomes
SharePoint
Governance
Documents
80.
Objectives/Priorities
Branding Guide
SharePoint Designer Policy
Workflow Policy
Development Standards (Including OOTB vs Custom)
Development Environment Policy
Testing Requirements
Deployment Process, Policies, and Schedule
Development Outcomes
SharePoint
Standards
Online
81.
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)…
Support Outcomes
SharePoint
Governance
Documents
82.
User Lifecycle Policy
Taxonomy Management
Social Policies
Content Standards
Legal and Compliance Policy
Search Management
Support Outcomes
SharePoint
Standards
Online
89.
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.
91.
SharePoint Can Be Difficult
These
Documents
Are Checked
Out!
92.
SharePoint Can Be Intrusive
Doug Just
Signed You
Up For An
Alert!
Doug Just
Edited A
Document!
Sally Just
Edited A
Document!
You Have A
New Colleague
In SharePoint
John Just
Added You
To A Site!
Bob Deleted
A Document!
94.
Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning Libraries/Online/Help
You can’t know everything.
95.
Measure Support
Learn and use data to be proactive.
96.
Diversify Support
resources/mediums
Books and Manuals
Online
MSDN
TechNet
Blogs
Cheat Sheets
One on One
Classroom Training
Forums
Help
Etc
97.
Avoid too much too fast.
Keep it simple.
It’s like learning to drive.
108.
High Availability, Mobility and
Accessibility also lead to better
User Adoption!
Adoption
Activities
Listing
109.
Create an Identity and Brand
Branding should make it easier to use.
Adoption
Activities
Listing
Consistency Across
User Environments
Modify
Provisioned Site
(or Templates)
Based on Need
110.
Make it Fun!
Hold Contests, Scavenger Hunts, and
Other Activities
Adoption
Activities
Listing
111.
Reward super users with
achievements.
Then promote the desire to get rewards.
Adoption
Activities
Listing
112.
Create a SharePoint Showcase
Where users submit and show off
their SharePoint “Solutions”
Good Idea!
Adoption
Activities
Listing
113.
Make it easier to work with…
Powerful Columns
You Probably Didn’t
Know About
114.
The Outcome
SharePoint is successfully adopted by a
large enough group of users to be deemed
successful.
115.
What to watch out for…
The build it they will come
approach will not work alone.
121.
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)
122.
Cultivate new work!
It’s a good thing.
This boosts user adoption!
(More functionality and dependency over time)
123.
The Outcome
The SharePoint Implementation continues to
grow, expand and provide more value.
124.
What to watch out for…
You need to plan support for new
work/requests otherwise people
will lose confidence.
128.
Seven Steps For Success…
Key: Measure To
Improve & Return
More
129.
Seven Steps For Success…
Key: Use Team
Work & Execute
With Patterns
130.
Seven Steps For Success…
Key: Be Iterative,
Leverage Others,
& Respond
131.
Seven Steps For Success…
Key: Share The
Value & Successes
132.
Seven Steps For Success…
Key: Manage Your
Capabilities &
Priorities
133.
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
A Step In The Right Direction
Thank you to all sponsors, organizers, and you for making this possible.
134.
Win A Windows Surface!
This exclusive contest is for people who have reviewed
this slide deck in it’s entirety (that are awesome enough
to 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/PortalSolutions
If you are at SPC please don’t forget to evaluate my session!
Editor's Notes
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
Meaning to re-work slide – for HR onboarding example.
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
You take the estimated value and divide that by the estimated level of difficulty then times (*) it by 100 to get the percentage of ROI.
You take the estimated value and divide that by the estimated level of difficulty then times (*) it by 100 to get the percentage of ROI.
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
Dependency also works.
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth
A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know.
It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.