SharePoint Success - SharePoint Saturday Boston

Richard Harbridge
Richard HarbridgeTrusted Business & Technology Advisor; CTO at 2toLead; Office 365 MVP
••
The SharePoint Story for Success,[object Object],How To: Manage and Implement SharePoint Projects Presented By: Richard Harbridge,[object Object],@rharbridge,[object Object],That’s Me!,[object Object]
Who am I?,[object Object],[object Object]
is a Business Analyst
is a Project Manager
is a Technology Specialist
is a Blogger/Tweeter
Loves SharePoint
Loves Communities
Loves Technology
Loves Speaking@rharbridge,[object Object],Blah blahblahblahblah,[object Object]
What I am going to talk about…,[object Object],The Idea,[object Object],The Decision,[object Object],Buy In and Expectations,[object Object],Governance,[object Object],Approach, Communications, and Support,[object Object],User Adoption,[object Object],New Work and Growth,[object Object],Richard Harbridge,[object Object],SharePoint Saturday 2009,[object Object]
On With Our Story…,[object Object],From Here To Here,[object Object],Richard Harbridge,[object Object],SharePoint Saturday 2009,[object Object]
Chapter 1,[object Object],The Idea,[object Object]
Meet Joe,[object Object],Hi!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Joe Works in IT,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
At Joe’s Workplace…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Decision Makers don’t have Enough Information,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
The CFO needs to Reduce Costs,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
IT Services Struggles to Keep Up,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
People Must Do More With Less,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
People Are Having Trouble Finding What They Need,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Don’t Worry Though…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Joe is Really Smart…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
And works in IT,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
So Joe has an Idea!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
We can help solve our problems with technology!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
The Outcome,[object Object],Joe believes with effective application of technology he can improve his organization.,[object Object]
What to watch out for…,[object Object],We need to know the background and reasoning for why technology is being looked at.,[object Object]
Chapter 2,[object Object],The Decision,[object Object]
The Research,[object Object]
So Joe does lots of good research…,[object Object],Awesome! ,[object Object],Not as awesome.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
He even performs in depth product comparisons…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Like this ,[object Object],one…,[object Object],Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Mapping the needs of his organization to the right technology…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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 SLRichard Harbridge,[object Object],SharePoint Saturday,[object Object]
2007,[object Object],Online,[object Object],On Site,[object Object],Even SharePoint has multiple options,[object Object],2010,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
After many hours of tireless research Joe decides…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Since Everyone in Joe’s Company uses Microsoft Office…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
SharePoint is the Perfect Fit!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
The Outcome,[object Object],Joe has made a decision.,[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]
Chapter 3,[object Object],Buy In and Expectations,[object Object]
Before we begin…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Let’s Talk About Perceptions,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
SharePoint Success - SharePoint Saturday Boston
People See Different Things,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Perceptions Impact Motivation,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Joe is on a mission.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Joe has to convince the IT Services, CFO and Decision Makers,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
We are going to help Joe out!,[object Object],Thanks!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
So what is the most important thing to IT Services?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
COST OF OWNERSHIP,[object Object]
What are some ways we can convince IT Services?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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.Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
IT Servicesgets it and is on board!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
So what is the most important thing to the CFO?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
NUMBERS,[object Object]
What are some ways we can convince the CFO?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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.Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Your Goal,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
What you don’t want.,[object Object],Don’t lose perspective.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
How do we get here?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
ROI,[object Object],Return on Investment,[object Object]
Evaluating Return on Investment,[object Object],Money Matters:,[object Object],[object Object]
Use discount rate to help account for risk and competitive investment rate.
Internal Rate of Return will help find the ‘break even point’.Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
The Simplest ROI Formula Ever,[object Object],Estimated Value,[object Object],Estimated Difficulty,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
ROI (traditionally) Measures Financial Impact,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
ROI 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],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
The CFO is on board!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
So what is the most important thing to Decision Makers?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Add Value,[object Object]
What are some ways we can convince Decision Makers?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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.Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Tips for getting Decision Makers to understand the value.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Mapping Solutions to Objectives,[object Object], Direct Relationship Indirect Relationship,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Information Overload,[object Object],Information,[object Object],Information,[object Object],Information,[object Object],Information,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Scalable Architecture,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
SharePoint Solutions (Evolution),[object Object],*Super Simplified,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
IS ,[object Object],Use them.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
SharePoint Deployment Planning Services (SDPS),[object Object],https://www.partnersdps.com/Pages/ToolsSupport.aspx,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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],Richard Harbridge,[object Object],SharePoint Saturday,[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],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Decision Makers are on board!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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]
Chapter 4,[object Object],Governance,[object Object]
What is Governance?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
GOVERNANCE IS REQUIRED,[object Object]
What does that mean?,[object Object],Without effective governanceorganization, performance, andcapability are significantly reduced.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Without Governance,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
So how do we do it?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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 TeamRichard Harbridge,[object Object],SharePoint Saturday,[object Object]
Identify patterns.Plan for patterns.Execute patterns.,[object Object]
I think I see a Pattern.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Executing Governance,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
The Result:,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Governance Documentation,[object Object],[object Object]
Objectives/Priorities (Tech/Business)Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Operations Documentation,[object Object],[object Object]
Disaster Recovery Plan
Deployment Process, Policies, and Schedule
Monitoring Plans
Maintenance Plans
Service Level Agreements
Etc…Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Support Documentation,[object Object],[object Object]
Site Classification and Platform Classification
Site Provisioning Process/Questionnaire
User Expectations Agreement
Roles and Responsibilities
Support Agreement(s)
Training and Communication Plans
Etc…Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Development Documentation,[object Object],[object Object]
Workflow Policy
SharePoint Designer Policy
Development Standards
Testing Requirements
Etc…Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
IS ,[object Object],Use them.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Governance Checklist,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
TechNet, Community and More..,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
With Governance,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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]
1 of 150

SharePoint Success - SharePoint Saturday Boston

••
TechnologyBusiness

This presentation was presented at SharePoint Saturday Boston. It's goal is to cover all the non technical aspects of a successful SharePoint implementation. Stories were shared around the presentation as well as specific scenarios to help illustrate key points. That material is not included in the presentation as often it depends upon the audiences interaction.

Richard Harbridge
Richard HarbridgeTrusted Business & Technology Advisor; CTO at 2toLead; Office 365 MVP

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SharePoint Success - SharePoint Saturday Boston

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