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SharePoint for Legal: The Road Ahead

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The pace of business is accelerating. Disruptive change can be a barrier in the road ahead, or it can be a bumpy reminder of the importance of innovating and evolving the way your organization leverages technology. SharePoint is a constantly evolving platform that is used to share, organize, discover, build and manage business value. SharePoint 2016 is coming, new features and capabilities in Office 365 are being released to meet increased demand from organizations around the world, and we have more options and ways we can implement today than we have ever had in the past. With so much change it’s important to understand how your own organization can better leverage SharePoint in improved ways to maximize the value it provides. Come hear about the challenges organizations are facing today, how the legal industry is using SharePoint, and how we can break through barriers to drive more meaningful results.

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SharePoint for Legal: The Road Ahead

  1. 1. @RHARBRIDGE
  2. 2. RICHARD HARBRIDGE My twitter is @RHarbridge, my blog is at http://RHarbridge.com, and I work at SPEAKER| AUTHOR| SUPERFRIENDLY
  3. 3. @RHARBRIDGE WARNING: IT MAY BE HARD TO KEEP UP Slides are on http://www.SlidesShare.net/RHarbridge {It’s okay!}
  4. 4. THE DRIVEN ORGANIZATION “A business, like an automobile, has to be driven in order to get results.” - B. C. Forbes
  5. 5. THE PACE OF BUSINESS IS ACCELERATING… The business has increasing expectations and wants results faster.
  6. 6. WHERE WE WANT TO BE ISN’T WHERE WE ARE TODAY… We all aspire help our organizations achieve more meaningful results.
  7. 7. IF WE DON’T KEEP DRIVING… We will never get to be where we want & need to be.
  8. 8. THE ROAD AHEAD… Looks different for all of us - filled with challenges, road blocks and detours.
  9. 9. BREAK THROUGH… Organizations are embracing change to break through & drive results.
  10. 10. WE WANT TO BE BETTER THAN AVERAGE… Many orgs are successful, but what about those really successful cases?
  11. 11. THE PREPARED ORGANISATION “Before everything else, getting ready is the secret to success.” - Henry Ford
  12. 12. ARE YOU READY FOR TODAY’S DEMANDS? What about tomorrows demands? Are you ready for those?
  13. 13. USERS WORK ANYWHERE… By 2016 40% of the workforce will be mobile - Gartner
  14. 14. Flexible work is prevalent – rethink your definition of a mobile worker. USERS WORK ANYTIME…
  15. 15. USERS WORK ONANY DEVICE… By 2015 at least 60% of informationworkers will interact with content applications via a mobile device - Gartner
  16. 16. USERS WORK WITH MORE PEOPLE… We work with more people on a day-to-day basis today than ever before. 60% of employees report working with 10 or more people on a day-to-day basis. Half of these employees work with more than 20.
  17. 17. USERS WORK INSIDE & OUTSIDE OF THE ORGANIZATION… We also work with contractors, customers or partners more…
  18. 18. DON’T FALL BEHIND… It is more challenging to meet expectations on legacy technology.
  19. 19. CONSIDER SHAREPOINT ONLINE… An excellent way to provide easier sharing & anywhere, anytime access.
  20. 20. CONSIDER UPGRADING TO SHAREPOINT 2016 (OR AT LEAST 2013)… TAP Program Now - Beta Q4 2015, RTM Q2 of 2016.
  21. 21. THE MODERN ORGANISATION Being prepared really means meeting modern Enterprise needs.
  22. 22. THE INFORMED ORGANISATION “If the rate of change on the outside exceeds the rate of change on the inside, the end is near.” - Jack Welch
  23. 23. HOW DO WE REDUCE UNCERTAINTY? We look for signs and to be informed on what route is best.
  24. 24. HOW DO WE REDUCE UNCERTAINTY? We look for signs and to be informed on what route is best.
  25. 25. 1 2 3 4 5 6 7 8 9 10 Abundance Of Helpful Data 1. Area Map 2. Our Direction 3. Our Route 4. Points Of Interest 5. Our Route Risks 6. Upcoming Action 7. Distance/Time To Goal 8. Estimated Duration 9. Current Speed/Limit 10. Current Road I AM GOING TO BE YOUR GPS TODAY… Imagine you change your GPS voice settings to Richard Harbridge…
  26. 26. SharePoint as a skillset has been validated and is important, but will change. SHAREPOINT SKILL LANDSCAPE TODAY…
  27. 27. ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online.
  28. 28. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph
  29. 29. NEXT COMES OFFICE 365… If you are using SharePoint Online then it makes sense to leverage Office 365…
  30. 30. There are a few key capabilities Office 365 includes thatare importantto note. AZURE AD &OFFICE 365 CABILITIES…
  31. 31. Conditional Access Built-In Device Management Selective Wipe & Reporting Built-in to Office 365 Powered by Microsoft Intune LoB app User-centric approach Office 365 comes with MDM that Office 365 IT Professional’s should be aware of. MDM FOR OFFICE 365…
  32. 32. Category Feature Exchange ActiveSync MDM for Office 365 Microsoft Intune (cloud only) Intune + ConfigMgr (hybrid) Device configuration Inventory mobile devices that access corporate applications ● ● ● ● Remote factory reset (full device wipe) ● ● ● ● Mobile device configuration settings (PIN length, PIN required, lock time, etc.) ● ● ● ● Self-service password reset (Office 365 cloud only users) ● ● ● ● Office365 Provides reporting on devices that do not meet IT policy ● ● ● Group-based policies and reporting (ability to use groups for targeted device configuration) ● ● ● Root and jailbreak detection ● ● ● Remove Office 365 app data from mobile devices while leaving personal data and apps intact (selective wipe) ● ● Q2 CY2015 Prevent access to corporate email and documents based upon device enrollment and compliance policies ● ● Q2 CY2015 Premium mobiledevice& appmanagement Self-service Company Portal for users to enroll their own devices and install corporate apps ● ● App deployment (Windows Phone, iOS, Android) ● ● Deploy certificates, VPN profiles (including app-specific profiles), email profiles, and Wi-Fi profiles ● ◐ * Prevent cut/copy/paste/save as of data from corporate apps to personal apps (mobile application management) ● Q2 CY2015 Secure content viewing via Managed Browser, PDF Viewer, Imager Viewer, and AV Player apps for Intune ● Q2 CY2015 Remote device lock via self-service Company Portal and via admin console ● ● PC management Client PC management (e.g. Windows 8.1, inventory, antimalware, patch, policies, etc.) ● ● PC software management ● ● Comprehensive PC management (e.g. Windows Server/Linux/Mac OS X support, virtual desktop and power management, custom reporting, etc.) ● OS deployment ● * Deployment of VPN and email profiles for Android devices to be added in Q2 CY2015 Be aware of MDM capabilities in Intune and SCCM that go even further… COMPARE…
  33. 33. @RHarbridge MULTI-FACTOR AUTHENTICATION (MFA) Second factors include a telephone call, SMS text or validating via an app. Needs something you “know” (a password) and something you have “a mobile phone” Free for Office 365 subscribers Can extend into on-premises and other apps with Azure MFA
  34. 34. @RHarbridge WITH AADP YOU CAN CONNECT 2400+ SAAS SOLUTIONS… Providing easy single sign on for your users as well as reporting.
  35. 35. @RHarbridge IT ALSO PROVIDES A DESIGNED LOGIN PAGE… Which can help communicate additionalmessages like instructions for help.
  36. 36. @RHarbridge THERE IS AN AZURE SSO PORTAL… Group managementand approvals are importantto note here.
  37. 37. @RHarbridge THE SSO APPS YOU CONFIGURE CANSHOW INTHE APP LAUNCHER FOR USERS… Bringingthe power of Azure AD SSO rightto users in a very meaningful way.
  38. 38. Now that we understand key things Office 365 and Azure AD provides… LET’S GETBACK ONTHE ROAD…
  39. 39. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph
  40. 40. HOW DOES DELVE FIT IN? Delve is an experience that presents Office Graph data to the user.
  41. 41. New profiles for users are rolling out in Office 365 Delve. NEWPROFILES…
  42. 42. While they aren’t customizable they can have properties… NEWPROFILES…
  43. 43. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph
  44. 44. SHARE MEETING RECORDINGS ON YOUR OFFICE VIDEO PORTAL… Consider PowerPoint recording with Office MIX https://mix.office.com/
  45. 45. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph
  46. 46. With messaging, calendaring, file sharing, and more. CONNECT EXPERIENCES WITH OFFICE 365 GROUPS…
  47. 47. CONNECT EXPERIENCES ACROSS OFFICE 365 WITH DELVE… Based on what the user does put the best technology together to improve that.
  48. 48. One membership to rule them all? GROUPS BEHIND THE SCENES…
  49. 49. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph Codename Infopedia Articles Microsites
  50. 50. Auto-saved as you work Friendly URLs Looks great across your devices (phone, tablet and PC) Connected to social (Yammer) Fast and fluid navigation Compliant and secure Natively embed Office 365 documents and video Will be used to create pages in Blog, Office 365 Groups, Codename “InfoPedia” and more ARTICLES… It all starts with easy to author articles. Then Microsites and codename Infopedia.
  51. 51. Basic site hierarchy allows sections and organization Includes both explicit, curated content and dynamic related content Absolutely the best way in the world to talk about a set of Office documents Badging denotes authoritativ e content Modern, on rails authoring canvas MICROSITES… Going beyond Delve Boards and providing greatcontent experiences.
  52. 52. INFOPEDIA… Sections, TOCs, & Entire “Infopedia”collections of articles/microsites.
  53. 53. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph Codename Infopedia Articles Microsites
  54. 54. Currently Rolling Out… 1. Mobile sharing UX 2. DLP policy tips 3. New PDF experience for iOS, Android 4. Send a link from Outlook Mobile on iOS, Android 5. Save to OneDrive for Business from OWA 6. Expiration of anonymous shares What’s coming from a product experience perspective? Later This Year (Q3/4)… 1. Next-gen sync client (PC & Mac) 2. Unified web UX 3. Mobile Offline files (read- only) for iOS, Android 4. Stop/revoke sharing control 5. Company-shareable links 6. Windows 10 Universal app (including read-only offline files) Planned… 1. Offline mobile editing 2. Offline mobile folders 3. Mobile PDF annotation support for iOS, Android 4. Modern attachments for Outlook 5. Expiration of all external shares ONEDRIVE FOR BUSINESS EXPERIENCE ROADMAP…
  55. 55. Currently Rolling Out… 1. Currently rolling out 2. Auditing & Reporting (preview) 3. Disable sync on unmanaged PC’s 4. DLP Phase 2 (preview) 5. Unified OneDrive API 6. Migration API SDK 7. Office 365 Management Activity API (Auditing) 8. Storage quota control What’s coming from a Security, Compliance, and Developer perspective? Later This Year (Q3/4)… 1. Allowlist/Denylist external sharing domains 2. Archive of external sharing emails 3. Intune support for personal/business accounts 4. DLP Phase 3 5. Disable external sharing for specific users 6. Remove 20,000 file limit 7. Large file support (10Gb) Planned… 1. Unlimited Storage 2. DLP support for mobile apps 3. Cross-tenant sharing control 4. OneDrive usage reporting ONEDRIVE FOR BUSINESS ADMIN/DEV ROADMAP…
  56. 56. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph
  57. 57. SPEAKINGOF SOCIAL… Social is about unlocking conversations & providing more context…
  58. 58. WEAVINGSOCIAL INTOTHEPLACESI WORK… Social collaboration is something I do frequently because it’s where I work…
  59. 59. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph
  60. 60. HOWWEMAKE DECISIONS TOGETHER HAS CHANGED… No longer combing through excel work sheets to get an update on status.
  61. 61. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph
  62. 62. Codename Infopedia ROUTE 1: SHAREPOINT ONLINE The first route forward involves leveraging Office 365 and SharePoint Online. Articles Microsites Sway TheOfficeGraph
  63. 63. ROUTE 2: SHAREPOINT 2016 The second route starts with SharePoint 2016 but uses Office 365…
  64. 64. CONSIDER SHAREPOINT 2016… Features available on SharePoint Online – If they can be backported = in 2016.
  65. 65. Migration Process PreparationAssessmentMigration Testing/ Validation PostMigration For Office 365 Migrations Analyze Existing Content (Location, Quantity, Solutions) Determine Migration Priority Create New Site(s) In Office 365 Validate Content Based On Content Map/Schedule Launch New Site (w/ Training) Assess Office 365 Environment Identify Source Content To Be Migrated Determine Ownership Of Content Clean Up Content/ Content Refresh Prepare Office 365 Environment Define Content Map Owner Review Of Content (Training Opportunity) Migrate Content Based On Map/ Schedule Define Migration Schedule Approved Delete Source Content That Has Been Migrated Set Source Content To Read Only Review Feedback Resolve Issues Plan Launch Efforts HOW DO I GET TO SP 2016? Upgrade “2010 Mode” Sites to “2013 Mode” and Content DB 2013 to 2016.
  66. 66. WHAT DO WE GET WITH 2016? Starting with the management improvements…
  67. 67. WHAT DO I GET WITH SHAREPOINT 2016? From 37+18 Per LangPack MSIs/MSPs to 4 MSI/MSPs +1 Per LangPack. Smaller update footprint  Reduced number of MSI and MSP  In-place, online, installation MSI MSP
  68. 68. Increased List Threshold >5000 List Threshold Content database sizing into TB’s Content Database Size MaxFile Size 10GB and removed character restrictions MaxFile Size 100,000 site collections per content database Site Collections per Content Database 2x increase in Search scale to 500 million items Indexed Items WHAT DO I GET WITH SHAREPOINT 2016? Boundaries and limits have been improved!
  69. 69. WHAT DO I GET WITH SHAREPOINT 2016? Durable Links: Resource ID Based URLs (Remains intact w/ rename and move). User clicks docID-based durable URL … Redirect manager: based on this docID, provide the right way to get a doc Cobalt endpoint for getting file for client URL with SiteID & DocID to WOPI GuestAccess.asp x URL for WOPI
  70. 70. WHAT DO I GET WITH SHAREPOINT 2016? Real Time Telemetry – provide insights around users. Services Actions Usage Engagement Diagnostics
  71. 71. CONSIDER SHAREPOINT 2016… Features available on SharePoint Online – If they can be backported = in 2016.
  72. 72. Search Service Application for Cloud Storage  Unifies on-premises and cloud indexes  Provides support for Office Graph/Delve experiences on-premises  Supports Search as a Service / reduces search crawl footprint Audio text And search indexpropertiessignalsmetadata extraction and processing SEARCH SERVICE APPLICATION… Support Using Office Graph/Delve On-Premises – Available End Of Year (2015)
  73. 73. WHAT DOES THIS LOOK LIKE FOR SEARCH? Support Using Office Graph/Delve On-Premises – Available End Of Year (2015)
  74. 74. WHAT DOES THIS LOOK LIKE FOR DELVE? Support Using Office Graph/Delve On-Premises – Available End Of Year (2015)
  75. 75. COMPLIANCE ACROSS CLOUD AND ON- PREMISES… Compliance Center (Hybrid), RMS Online, DLP, eDiscovery and Hold for Both
  76. 76. SHAREPOINT 2016 & OFFICE 365 DISTRIBUTED SITES… Following (Sites, Documents, People), Managed Metadata, Promoted Sites…
  77. 77. NEW HYBRID AUTOMATION… Hybrid deployment automation (scenario selection, config of pre-req & core)
  78. 78. NEW HYBRID EXTRANET SCENARIO… Site Publishing for Internal to Internet (w/ 365 Identity Federation Services)
  79. 79. CONSIDER SHAREPOINT 2016… Features available on SharePoint Online – If they can be backported = in 2016.
  80. 80. ALL ROUTES LEAD TO THE CLOUD… So being informed means understanding why, how and when that will happen.
  81. 81. THE CLOUD POWERED ORGANISATION The informed organization today is the one that is planning to, or leveraging Cloud capabilities to improve their organization.
  82. 82. THE ENGAGED ORGANIZATION “If everyone is moving forward together, then success takes care of itself.” - Henry Ford
  83. 83. WE CAN’T DO IT ON OUR OWN… It’s a long road ahead and you need many people driving to get there.
  84. 84. WE GO FROM THIS AT HOME… Personal lives full of rich technology experiences.
  85. 85. …TO THIS AT WORK Frustration in the office at promise of IT unfulfilled.
  86. 86. GETTING MORE PEOPLE TO USE THE TECHNOLOGY IS IMPORTANT… Often getting people to use more of the technology is just as important. Let’s Go Over 4 Key Ways To Improve This Picture
  87. 87. Scenarios Methodology Communities Resources 1.BUILDAN ADOPTION PLAN…
  88. 88. 2. REAL WORLD ADOPTION ACTIVITIES & MORE… Find great ideas for driving adoption in our latest book http://improveit.how/book
  89. 89. Scenarios Finding Someone With A Certain Expertise ◔ ● ● ◕ ◔ ◔ Ask Something, Don’t Know Whom To Ask ○ ● ◕ ◔ ◕ Do A Brainstorming Activity With My Team ◑ ● ● ◑ ◔ ● Where Should Meeting Notes Be Captured, Stored & Shared? ◕ ◕ ● ● ◔ ● Where Should I Share Video? ○ ◑ ◔ ◔ ◔ ○ ◔ ● Where Should I Share Photos? ○ ● ◕ ◑ ○ ◔ Have A Real Time Chat With A Colleague ● ◑ ○ ◑ Where Should I Put & Share Documents? ◔ ◕ ● ● ◔ ● Have A Question Related To A Document? ◔ ● ◑ ◑ ◑ ◔ ◑ Invite A Colleague To Lunch ◕ ◔ ● Provide A Note Of Congratulations/Praise ◔ ● ◔ ◑ ◕ Make An Organizational Announcement ◔ ● ◔ ◕ ◕ Remind The Team Of An Important Deadline ◑ ◔ ● ● ● That is designed for your organization and your enterprise technology strategy. 3.PROVIDE SCENARIO GUIDANCE…
  90. 90. 3. DOWNLOAD THE WHEN TO USE WHAT IN OFFICE 365 ENTERPRISE USER GUIDANCE WHITEPAPER! It goes into much greater depth and can be found at WhenToUseWhat.com
  91. 91. 4. DELVE ORGANIZATIONAL INSIGHTS… Allow collaboration groups to see patterns within their activities.
  92. 92. THE SMARTER ORGANISATION The engaged organization is one where adoption is successful and the organization is actively helping users improve their usage (not just drive usage).
  93. 93. YOUR ORGANIZATION CAN BE BETTER THAN AVERAGE… Let’s drive ourselves and our businesses to be better.
  94. 94. THE LEADING ORGANIZATION The leading organizations today are the ones that are modern, cloud powered and smarter.
  95. 95. Thank You! Organizers,SponsorsandYouformakingthispossible. 100+SharepointPresentationsAt.. Slideshare.Net/RHarbridge WhenToUseWhatWhitepaper.. WhenToUseWhat.com ImproveItBook.. ImproveIT.How/Book Office365SuccessCenter.. Success.Office.Com Message Me On LinkedIn or Email Richard@2toLead.com SPEAKER| AUTHOR| SUPERFRIENDLY My twitter is @RHarbridge, my blog is at http://RHarbridge.com, and I work at

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