The Seven Most Important (Non Technical) Factors for Sharepoint Success

Richard Harbridge
Richard HarbridgeTrusted Business & Technology Advisor; CTO at 2toLead; Office 365 MVP
The Seven Most Important Non Technical SharePoint Success Factors,[object Object],Starring: Joe!,[object Object],For Project Managers,[object Object],For Developers,[object Object],For Business Analysts,[object Object],For Architects,[object Object],w/ Richard Harbridge,[object Object],For Administrators,[object Object],@rharbridge,[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
Is an Independan
Loves Communities
Loves Technology
Loves Speaking@rharbridge,[object Object],Blah blahblahblahblah,[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],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
At Joe’s Company…,[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]
And,[object Object],People Are Having Trouble Finding What They Need,[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 solve our problems with technology!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
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],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Even if Joe understands the needs of his workplace…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Technology is never ,[object Object],the whole solution,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Let’s say Joe does understand the needs of his organization,[object Object],What’s Next?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Research,[object Object]
Joe doesn’t really like research…,[object Object],This is boring…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
So Joe decides…,[object Object],Awesome!   ,[object Object],Not as awesome.,[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]
Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Map the needs of the organization to the right technology…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Perform in depth product comparisons and evaluations,[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]
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]
It’s not just a feature to feature comparison,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
So Joe does all that good research and…,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
SharePoint is a part of his overall Enterprise Technology Plan,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Let’s Talk About Perceptions,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
The Seven Most Important (Non Technical) Factors for Sharepoint Success
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 IT Services, the CFO and Decision Makers,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
We are going to help Joe out with an exercise!,[object Object],Thanks!,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
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]
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]
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]
Buy In and Expectations Tips,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Map Solutions to Objectives,[object Object], Direct Relationship	Indirect Relationship,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Explain Information Overload,[object Object],Information,[object Object],Information,[object Object],Information,[object Object],Information,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Explain Scalable Architecture,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
What’s the expectationwe have to set?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
It Takes Time,[object Object]
SharePoint Solutions (Evolution),[object Object],*Super Simplified,[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]
Determining and Supporting ROI,[object Object]
What about this guy?,[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]
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.Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Evaluating with Real Options Analysis,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Evaluating with Monte Carlo Analysis,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
ROI Advice and Tips,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Excel has wonderful Formulas,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
The Simplest ROI Formula Ever,[object Object],Estimated Value,[object Object],Even I can do it!,[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 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],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
Example of Non-Financial Measurement,[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]
Break it down.,[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]
Rapid Economic Justification Guide,[object Object],http://www.microsoft.com/business/enterprise/value.mspx,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[object Object]
MEASURE THE RIGHT THING,[object Object]
The Seven Most Important (Non Technical) Factors for Sharepoint Success
What you don’t want.,[object Object],Don’t lose perspective.,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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],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]
Approaching and Supporting SharePoint,[object Object]
What is the best approach for SharePoint Implementations?,[object Object],Richard Harbridge,[object Object],SharePoint Saturday,[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.
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The Seven Most Important (Non Technical) Factors for Sharepoint Success

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