SharePoint Saturday Boston - 7 SharePoint Success Factors

Richard Harbridge
Richard HarbridgeTrusted Business & Technology Advisor; CTO at 2toLead; Office 365 MVP
The Seven Most Important Non Technical SharePoint Success Factors,[object Object],Presented By: Richard Harbridge,[object Object],@rharbridge,[object Object]
Who am I?,[object Object],I,[object Object]
Understanding the Non Technical,[object Object],The Biggest ReasonsSharePoint Projects Fail?,[object Object],Is necessary to avoid poor…,[object Object],[object Object]
Knowledge around Limitations of the Software 	(When to use it/When not to)
Estimation of Effort and Schedule Accuracy,[object Object]
What we will be talking about…,[object Object],Understanding the ‘Why’ & Making a Decision,[object Object],Achieving Buy In and Setting Expectations,[object Object],Determining and Supporting ROI,[object Object],Implementing Successful Governance,[object Object],Approaching and Supporting SharePoint,[object Object],Improving User Adoption,[object Object],Planning for New Work and Growth,[object Object]
Understanding the ‘Why’ and Making a Decision,[object Object]
Meet Joe,[object Object],Hi!,[object Object]
At Joe’s Company…,[object Object]
Decision Makers don’t have Enough Information,[object Object]
The CFO needs to Reduce Costs,[object Object]
IT Services Struggles to Keep Up,[object Object]
And,[object Object],People Are Having Trouble Finding What They Need,[object Object]
So Joe has an Idea!,[object Object]
We can solve our problems with technology!,[object Object]
SharePoint Saturday Boston - 7 SharePoint Success Factors
What does Joe really knowabout his Company’s needs?,[object Object],Decision Makers don’t have Enough Information,[object Object],The CFO needs to Reduce Costs,[object Object],IT Services Struggles to Keep Up,[object Object],People Are Having Trouble Finding What They Need,[object Object]
Even if Joe understands the needs of his workplace…,[object Object]
Technology is never ,[object Object],the whole solution,[object Object]
Let’s say Joe does understand the needs of his organization,[object Object],What’s Next?,[object Object]
Research,[object Object]
Joe doesn’t really like research…,[object Object],This is boring…,[object Object]
So Joe decides…,[object Object],Awesome!   ,[object Object],Not as awesome.,[object Object]
Since Everyone in Joe’s Company uses Microsoft Office…,[object Object]
SharePoint is the Perfect Fit!,[object Object]
SharePoint Saturday Boston - 7 SharePoint Success Factors
Map the needs of the organization to the right technology…,[object Object]
Perform in depth product comparisons and evaluations,[object Object]
Like this ,[object Object],one…,[object Object],Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive,[object Object]
This is important as Microsoft alone has a quite a few…,[object Object],[object Object]
Dynamics CRM
Dynamics GP
Dynamics NAV
Dynamics POS
Dynamics RMS
Dynamics SL,[object Object]
It’s not just a feature to feature comparison,[object Object]
So Joe does all that good research and…,[object Object]
SharePoint is a part of his overall Enterprise Technology Plan,[object Object]
The Outcome,[object Object],Joe has made an educated and informed decision based on the businesses needs.,[object Object]
What to watch out for…,[object Object],We have to define our needs carefully if we want to pick the right technology.,[object Object]
Achieving Buy In and Setting Expectations,[object Object]
Before we begin…,[object Object]
Let’s Talk About Perceptions,[object Object]
SharePoint Saturday Boston - 7 SharePoint Success Factors
People See Different Things,[object Object]
Perceptions Impact Motivation,[object Object]
Joe is on a mission.,[object Object]
Joe has to convince IT Services, the CFO and Decision Makers,[object Object]
We are going to help Joe out with an exercise!,[object Object],Thanks!,[object Object]
What is the most important thing to IT Services?,[object Object]
COST OF OWNERSHIP,[object Object]
What are some ways we can convince IT Services?,[object Object]
Cost of Ownership (IT),[object Object],The Biggest Point to Share is:,[object Object],[object Object],The Reality:,[object Object],[object Object]
SharePoint’s integration is invaluable to IT.
A unified application delivery platform like SharePoint can greatly reduce costs, time and effort for new work.,[object Object]
NUMBERS,[object Object]
What are some ways we can convince the CFO?,[object Object]
Lets Talk Numbers (CFO/Finance),[object Object],The Biggest Point to Share is:,[object Object],[object Object],The Reality:,[object Object],[object Object]
Money can be invested to always generate a return.
You need to have measurement, account for risk, and have some expectation of return (quantifiable) that makes it worth the initial investment/on going costs.,[object Object]
Add Value,[object Object]
What are some ways we can convince Decision Makers?,[object Object]
Add Value (Decision Makers),[object Object],The Biggest Point to Share is:,[object Object],[object Object],The Reality:,[object Object],[object Object]
Productivity gain can be difficult to measure, as can reduction in waste.,[object Object]
Explain Information Overload,[object Object],Information,[object Object],Information,[object Object],Information,[object Object],Information,[object Object]
Explain Scalable Architecture,[object Object]
Prioritize and Plan,[object Object]
Paired Comparison Matrix,[object Object]
Map Solutions to Objectives,[object Object], Direct Relationship	Indirect Relationship,[object Object],* Objectives should be more specific – Example purposes only.,[object Object]
What’s the expectationwe have to set?,[object Object]
It Takes Time,[object Object]
SharePoint Solutions (Evolution),[object Object],*Super Simplified,[object Object]
The Outcome,[object Object],Joe has achieved momentum and buy in.,[object Object]
What to watch out for…,[object Object],Joe must carefully manage expectations and maintain the momentum.,[object Object]
Determining and Supporting ROI,[object Object]
What about this guy?,[object Object]
How do we get here?,[object Object]
METHODS FOR EVALUATING ROI,[object Object],Return on Investment,[object Object]
Evaluating With Discounted Cash Flow,[object Object],[object Object]
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.,[object Object]
Evaluating with Monte Carlo Analysis,[object Object]
There are different ways of calculating ROI evaluate what works best for you,[object Object],This is almost as boring as research…,[object Object]
ROI Advice and Tips,[object Object]
Excel has wonderful Formulas,[object Object]
Public Statisticscan help…,[object Object],[object Object]
30% of a typical workers day is spent searching for information.
In a 1,000 employee company lost productivity costs approximately $5 million a year.Source: “The Enterprise Workplace,” IDC, 2005,[object Object],Source: IDC, 2003,[object Object],Source: “Hidden Costs of Information Work,” IDC, 2006,[object Object]
Statistics within the Organization are better.,[object Object],[object Object]
4 out of 5 of our workers do not know that we have an employee disaster relief fund.
Currently we pay for full licensing on 7 different enterprise document management solutions.Source: “Support Review Q4,” IT, 2010,[object Object],Source: “HR Employee Benefits Survey,” HR, 2010,[object Object],Source: “Financial Audit of Licensing Costs,” Finance, 2010,[object Object]
The Simplest ROI Formula Ever,[object Object],Estimated Value,[object Object],Even I can do it!,[object Object],Estimated Difficulty,[object Object]
Examples,[object Object],[object Object]
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,[object Object],Estimated Difficulty,[object Object]
ROI (traditionally) Measures Financial Impact,[object Object]
ROI analysis doesn’t cover ‘non-financial impact’ or ‘increased potential’,[object Object],STILL ,[object Object],IMPORTANT,[object Object],Improved Relationships,[object Object],Improved Know-How,[object Object],Website/Intranet Visitors,[object Object],Improved Morale,[object Object],Improved Skills,[object Object],User Complaints,[object Object],Increased Connections,[object Object],Positive Word of Mouth,[object Object],Innovation,[object Object],Click-throughs,[object Object],Employment Applications,[object Object],Comments,[object Object],Negative Word of Mouth,[object Object],Better Reputation,[object Object]
Example of Non-Financial Measurement,[object Object]
IS ,[object Object],Use them.,[object Object]
SharePoint Deployment Planning Services (SDPS),[object Object],https://www.partnersdps.com/Pages/ToolsSupport.aspx,[object Object]
Rapid Economic Justification Guide,[object Object],http://www.microsoft.com/business/enterprise/value.mspx,[object Object]
MEASURE THE RIGHT THING,[object Object]
SharePoint Saturday Boston - 7 SharePoint Success Factors
What you don’t want.,[object Object],Don’t lose perspective.,[object Object]
The Outcome,[object Object],Joe is measuring effort effectively to improve return on investment.,[object Object]
What to watch out for…,[object Object],Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.,[object Object]
Implementing Successful Governance,[object Object]
What is Governance?,[object Object]
GOVERNANCE IS REQUIRED,[object Object]
What does that mean?,[object Object],Without effective governanceorganization, performance, andcapability are significantly reduced.,[object Object]
Without Governance,[object Object]
So how do we do it?,[object Object]
Teamwork is Key,[object Object],There are typically 5 teams for SharePoint Governance:,[object Object],[object Object]
Technical Strategy Team
Tactical Teams:
Tactical Operations Team
Tactical Development Team
Tactical Support Team,[object Object]
I think I see a Pattern.,[object Object]
Executing Governance,[object Object]
The Result:,[object Object]
Governance Documentation,[object Object],[object Object]
Objectives/Priorities (Tech/Business),[object Object]
Disaster Recovery Plan
Deployment Process, Policies, and Schedule
Storage and Quota Policies
Monitoring Plans
Maintenance Plans
Service Level Agreements
Etc…,[object Object]
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)…,[object Object]
Workflow Policy
SharePoint Designer Policy
Development Standards
Testing Requirements
Etc…,[object Object]
Governance Checklist,[object Object]
TechNet, Community and More..,[object Object]
With Governance,[object Object]
The Outcome,[object Object],Everyone Achieves a Shared Understanding of SharePoint Related Processes,[object Object]
What to watch out for…,[object Object],Not just documents, policies, and procedures. It is an active and ongoing process.,[object Object]
Approaching and Supporting SharePoint,[object Object]
What is the best approach for SharePoint Implementations?,[object Object]
ITERATIVE APPROACH,[object Object]
Why Iterative?,[object Object],[object Object]
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.,[object Object]
TheCommunicationPlan,[object Object],[object Object]
Helps keep communication focused.
Helps prevent unwanted surprises.,[object Object]
Explain as much as you can (Pros/Cons).
Solidifies decisions and allows themto explain to anyone who asks.
Ask every question three times in three different ways. ,[object Object]
Don’t forget you aren’t superman.,[object Object],(Sorry Joe),[object Object]
Multiple Tiers for Escalation,[object Object],(You can’t know everything),[object Object]
Measure Support,[object Object],Learn and use data to be proactive.,[object Object]
Diversify Support,[object Object],resources/mediums,[object Object],[object Object]
Online
MSDN
TechNet
Blogs
Cheat Sheets
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SharePoint Saturday Boston - 7 SharePoint Success Factors

Editor's Notes

  1. My dedication to you before I begin. By the end of this you will have gained 3 things. It might be new knowledge, it might be a new method but you MUST gain 3 things by the end. If you don’t my first challenge to you is to stalk me, hunt me down and make sure you get 3 things from me. Because I owe you 3 things! This is meant to help you. 
  2. 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.
  3. Ask every question three times in three different ways - Might get it wrong, might be mis-estimating their technical vocabulary/abilityUse Pictures - Pictures and moreeee pictures.
  4. Dependancy also works.
  5. 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. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.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.Thank You for Reading/Listening
  6. 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. Based on the number of people who are interested and the areas of interest we can schedule further training sessions to help everyone better use the SharePoint portal.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.Thank You for Reading/Listening