When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

Richard Harbridge
Richard HarbridgeTrusted Business & Technology Advisor; CTO at 2toLead; Office 365 MVP
When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14
#SPC14

#SPC270

@RHarbridge
#SPC14

#SPC270

@RHarbridge
From Here

To Here

#SPC14

#SPC270

@RHarbridge
#SPC14

#SPC270

@RHarbridge
They enable your organization to get the
most out of your SharePoint investments.
#SPC14

#SPC270

@RHarbridge
Understand SharePoint, your technology,
the ecosystem and the process.
#SPC14

#SPC270

@RHarbridge
SharePoint is easy to extend and leverage.
Integrating and knowing when is key.
#SPC14

#SPC270

@RHarbridge
With clear needs and the right questions
you can select the right tool.
#SPC14

#SPC270

@RHarbridge
Enable your organization to get the most
out of your SharePoint investments.
#SPC14

#SPC270

@RHarbridge
Solutions

WE ALL WANT TO
BE BETTER THAN
AVERAGE…
Many organizations are successful, but what about those really successful cases?
SOLUTIONS SHOULD
BE RAPIDLY DEPLOYED
& EASY TO UPDATE!

Do you have the ability to provide solutions and ‘applications’ fast enough?
SOLUTIONS SHOULD BE
AVAILABLE ANYWHERE
AT ANY TIME!

Remote workers should have a great experience and access to solutions.
2005

2013

SOLUTIONS
SHOULD WORK ON
ANY DEVICE!
Solutions should work on many devices (BYOD) and many form factors.
SOLUTIONS
SHOULD
MEET TODAY’S
DEMANDS!

What about tomorrows demands? Are you ready for those?
THAT MEANS YOU
SHOULD LEVERAGE
THE LATEST &
GREATEST…
It will be more and more challenging to meet expectations on legacy technology!
The Outcome…
SharePoint Solutions are the best way
to generate additional value from
your SharePoint investments.
From Here

To Here

#SPC14

#SPC270

@RHarbridge
What To Watch Out For…
Those solutions need to be rapidly
deployed, adopted, and available
anywhere and on any device.
From Here

To Here

#SPC14

#SPC270

@RHarbridge
They enable your organization to get the
most out of your SharePoint investments.
#SPC14

#SPC270

@RHarbridge
Understand SharePoint, your technology,
the ecosystem and the process.
#SPC14

#SPC270

@RHarbridge
Buy

Pros & Cons To Build vs Buy
Pros

Cons

Often covers most of the
requirements

Less flexibility and control

Vendor does enhancements/upgrades Dependence on vendor delivery

Build

Lower total cost of ownership

Locked in on cost and interoperability

Pros

Cons

Addresses your requirements best

Dependent on internal
expertise/effort

Full control and flexibility

Higher risk of poor documentation

Control over costs

No economies of scale, higher costs
#SPC14

#SPC270

@RHarbridge
Map the needs of the organization to the
right technology…
•
•

Dynamics CRM
Dynamics ERP
• Dynamics AX
• Dynamics GP
• Dynamics NAV
• Dynamics SL

Lync
Exchange

#SPC14

#SPC270

@RHarbridge
SharePoint has multiple options…
2013

Foundation
Foundation

2010
Standard
Standard
Online
On
Site

Enterprise
Enterprise
It’s Big Ecosystem…
“Worldwide more than 3.4
million developers work with
“Well over 4,000 partners
SharePoint & Office.”
in the SharePoint
ecosystem.”
“There are over 1,000 products
since SP2003 – there are at least
1,000 new products in
development now.”
SharePoint Is Part Of An Overall Enterprise
Technology Plan
Buy

Pros & Cons To Build vs Buy
Pros

Cons

Often covers most of the
requirements

Less flexibility and control

Vendor does enhancements/upgrades Dependence on vendor delivery

Build

Lower total cost of ownership

Locked in on cost and interoperability

Pros

Cons

Addresses your requirements best

Dependent on internal
expertise/effort

Full control and flexibility

Higher risk of poor documentation

Control over costs

No economies of scale, higher costs
Simple Assessment Framework
Do We Understand
The Business
Problem & Our
Needs?

Do We Have The
Capability To Solve?

Reuse Capability To
Solve

#SPC14

#SPC270

@RHarbridge
Do We Understand
The Business
Problem & Our
Needs?

Do We Have The
Capability To Solve?

Reuse Capability To
Solve

Something Out
There That
Matches Our
Need?

Will We Achieve
The Capability
Faster Through
Purchase?
Purchase?

Compare
Development Costs
To Purchase Costs

#SPC14

#SPC270

@RHarbridge
Are There
Pieces That
Can Be
Purchased?

Is There A
Hybrid/CoDeveloped
Opportunity?

How complex
are the
interfaces? Is it
manageable?

Does it meet
our security
needs?

#SPC14

Is the solution
scalable?

#SPC270

@RHarbridge
When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14
The Outcome…
You need to understand what you
have and what’s available and reevaluate constantly.
From Here

To Here

#SPC14

#SPC270

@RHarbridge
What To Watch Out For…
Each build vs buy decision should be
evaluated even when it appears selfevident.
From Here

To Here

#SPC14

#SPC270

@RHarbridge
Understand SharePoint, your technology,
the ecosystem and the process.
#SPC14

#SPC270

@RHarbridge
SharePoint is easy to extend and leverage.
Integrating and knowing when is key.
#SPC14

#SPC270

@RHarbridge
IT
Driven
#SPC14

Higher Complexity & Cost

Low Complexity

User
Driven

#SPC270

@RHarbridge
IT
Driven
#SPC14

Higher Complexity & Cost

Low Complexity

User
Driven

#SPC270

@RHarbridge
SharePoint and IT
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.

#SPC14

#SPC270

@RHarbridge
Users Build Apps

#SPC14

#SPC270

@RHarbridge
• To Replace Excel
Spreadsheets

• To Track Complex Input From
Multiple People
• To Centralize Storage and
Retrieval of Content
• To Provide Validation, Easy To
Use Online Forms
• To Reduce Duplication of Effort
#SPC14

#SPC270

@RHarbridge
IT
Driven
#SPC14

Higher Complexity & Cost

Low Complexity

User
Driven

#SPC270

@RHarbridge
SharePoint and IT
Secondary (But Important) Points:
 SharePoint’s integration with technologies you

already use and it’s extendibility are invaluable.
Lync
Exchange I Say “SharePoint Integration”
When
You Probably Think Of This...
#SPC14

#SPC270

@RHarbridge





#SPC14

#SPC270

@RHarbridge
The Value Of The Office App
Application

Browser

LOB Application

Data

Service

Cloud Services

Business
Applications

Files

Cloud Services

Business
Applications

Files

#SPC14

#SPC270

@RHarbridge





#SPC14

#SPC270

@RHarbridge
•
•
•

•
•
•
#SPC14

#SPC270

@RHarbridge





#SPC14

#SPC270

@RHarbridge
SharePoint is not a Silver Bullet…

SharePoint is not a Silver Bullet at NothingButSharePoint.com

#SPC14

#SPC270

@RHarbridge





#SPC14

#SPC270

@RHarbridge
Low Complexity

User
Driven

IT
Driven
#SPC14

Higher Complexity & Cost

How Do We Build On SharePoint?

#SPC270

@RHarbridge
Casual
Developer

Full Time
Developer

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

NAPA

Yes

Yes

Visual Studio /
Lightswitch

Yes

Yes

End User
Web UI

Yes

SharePoint
Designer
Access Services
InfoPath

Yes

Power User

#SPC14

#SPC270

@RHarbridge
Easy To
Improve?

Works Across Available
Devices?
Anywhere?

Easy To
Deploy?

Developer
Skills
Required?

SharePoint
OOTB “App”

Yes

Yes

Online

Yes

SharePoint
App

Yes

Yes

Online

Yes

Yes

Office App

Yes

Yes

Online*

Yes

Yes

Access
Services

Yes

Yes

Online

Yes

Search Driven
App

Yes

Yes

Online

Yes

InfoPath Form

Yes

Yes

Yes

#SPC14

#SPC270

@RHarbridge
The Outcome…
SharePoint is a platform that makes it
easy to extend and leverage for
business challenges.
From Here

To Here

#SPC14

#SPC270

@RHarbridge
What To Watch Out For…
Sometimes it can be easier to start
simple with a more basic solution to
validate/identify needs.
From Here

To Here

#SPC14

#SPC270

@RHarbridge
SharePoint is easy to extend and leverage.
Integrating and knowing when is key.
#SPC14

#SPC270

@RHarbridge
With clear needs and the right questions
you can select the right tool.
#SPC14

#SPC270

@RHarbridge
Baseline Questions
Open Questions
Probing
Questions
Closed
Questions
Confirmation
Questions

#SPC14

#SPC270

@RHarbridge
#SPC14

#SPC270

@RHarbridge
How Do We Buy

rd
3

Party Products?

Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
SharePoint Migration

SharePoint Permissions
SharePoint Social
SharePoint Workflow
#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
Migration Process

Identify Source
Content To Be
Migrated

Determine
Migration Priority

Determine
Ownership Of
Content

Analyze Existing
Content
(Location, Quantity,
Solutions)

Clean Up Content/
Content Refresh

Define Content Map

Assess Office 365
Environment

Prepare Office 365
Environment

Resolve Issues

Post Migration

Testing/
Validation

Define Migration
Schedule

Migrate Content
Based On Map/
Schedule

Migration

Preparation

Assessment

For Office 365 Migrations

Validate Content
Based On Content
Map/Schedule

Create New Site(s)
In Office 365

Owner Review Of
Content (Training
Opportunity)

Approved

Plan Launch Efforts

Launch New Site
(w/ Training)

Set Source Content
To Read Only

Review Feedback

Delete Source
Content That Has
Been Migrated

#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
Power
User
IT Pro

•
•
•
•

Often licensed by user.
Typically lower cost.
Requires manual ‘orchestration’ or management.
Doesn’t support scheduling, or scripting.

• Often licensed by time period or size of content being
migrated.
• Typically a scaled cost where larger migrations cost more.
• Supports scheduling, or scripting.
• Often includes comparison or reporting/assessments.

#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
•
•
•
•
•

•
•
•

What version is the product?
How mature is the product?
• How mature is the product’s supporting ecosystem and vendors?
How extensible and customizable is the product?
How user friendly and usable is the product?
• How does the product handle exceptions?
• For whom is the UI designed?
How difficult is it to manage and administer the product?
• How do you update the product?
• How complex is the installation and how complex are the dependencies?
• Does it support automation? (Can you batch script or automate administrative tasks?)
Who else is using the tool?
• What is their experience of the tool like?
• Do they have similar needs?
Product Applicability (Based On Product Proof Of Concepts/Demonstrations)
Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training)
#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
Key Migration Steps
Administrators

Identify Source
Content To Be
Migrated

Users

Do You Know
What Content Is
Out There?

No

Work With Users To
Understand Content

Yes
User Driven
Clean Up? Or
Admin Driven
Clean Up?

Clean Up!
Delete Unnecessary
Source Content &
Versions

Determine Who
Owns Content

User Driven
Admin Driven

Clean Up!
Delete Unnecessary
Source Content &
Versions

(Meaning It Can’t Be
Indexed Instead)
Does Source
Content Need To
Move?

Yes

No

Index The Content &
Define Appropriate
Result Sources,
Pages & Verticals

(Is The Folder
Structure Important?)

#SPC14

Portal Solutions
Migration Decisions
Whitepaper w/ All
Of Questions We
Should Ask…

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
Buying The Right Migration Tool…
Identify Our
Needs

Are There
Practical Options
OOTB?

What Type Of
Product Would
Meet Our Needs?

What Vendor
Should We Use?

Purchase Product

Negotiate
Awesome
Discounts

What Questions
Should We Ask?

How Do We
Compare?

#SPC14

#SPC270

@RHarbridge
When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14
Microsoft PinPoint!

#SPC14

#SPC270

@RHarbridge
SharePointReviews.com

#SPC14

#SPC270

@RHarbridge
#SPC14

#SPC270

@RHarbridge
#SPC14

#SPC270

@RHarbridge
Many vendors are not always
biased, and often even when
biased highlight important
decision criteria/questions.
#SPC14

#SPC270

@RHarbridge
The Outcome…
With clear needs and the right
questions you can select the right
tool.
From Here

To Here

#SPC14

#SPC270

@RHarbridge
What To Watch Out For…
The hardest part of selecting the
right third party tool is having the
right questions.
From Here

To Here

#SPC14

#SPC270

@RHarbridge
With clear needs and the right questions
you can select the right tool.
#SPC14

#SPC270

@RHarbridge
#SPC14

#SPC270

@RHarbridge
Enable your organization to get the most
out of your SharePoint investments.
#SPC14

#SPC270

@RHarbridge
Understand SharePoint, your technology,
the ecosystem and the process.
#SPC14

#SPC270

@RHarbridge
SharePoint is easy to extend and leverage.
Integrating and knowing when is key.
#SPC14

#SPC270

@RHarbridge
With clear needs and the right questions
you can select the right tool.
#SPC14

#SPC270

@RHarbridge
From Here

To Here

#SPC14

#SPC270

@RHarbridge
Organizers, Sponsors and You for Making this Possible.






Twitter:
Blog:
Email:
Resources:

@RHarbridge
http://www.RHarbridge.com
Richard@RHarbridge.com

100+ SharePoint Presentations At.. SlideShare.net/RHarbridge
Great SharePoint 2013 Stories At..
Microsoft Case Studies
130+ SharePoint Standards At..
SPStandards.com
14 Additional Resource Slides Included In This Deck..
#SPC14

#SPC270

@RHarbridge
Sponsored by
Buy

Pros & Cons To Build vs Buy
Pros

Cons

Often covers most of the
requirements

Less flexibility and control

Vendor does enhancements/upgrades Dependence on vendor delivery

Build

Lower total cost of ownership

Locked in on cost and interoperability

Pros

Cons

Addresses your requirements best

Dependent on internal
expertise/effort

Full control and flexibility

Higher risk of poor documentation

Control over costs

No economies of scale, higher costs
#SPC14

#SPC270

@RHarbridge
Risks To Build Vs Buy

#SPC14

#SPC270

@RHarbridge
SharePoint Permissions
SharePoint Social
SharePoint Workflow
#SPC14

#SPC270

@RHarbridge
Power
User
IT Pro

• Often licensed by server or by user.
• Typically lower cost.
• Focused on end user driven interaction/scenarios.
• Doesn’t support scheduling, or scripting.

• Often licensed in a bundle with Governance functionality.
• Typically a higher cost based on additional functionality.
• Often supports scheduling, or scripting.
• Often includes comparison or reporting/assessments.

#SPC14

#SPC270

@RHarbridge
Needs

Questions

While a resource like the
migration one doesn’t always
exist for this (and many other
purchase decisions) you should
always ask questions that
validate/clarify needs.

#SPC14

#SPC270

@RHarbridge
SharePoint Permissions
SharePoint Social
SharePoint Workflow
#SPC14

#SPC270

@RHarbridge
Extending
Complimenting
Supplementing
Replacing
Ignoring/Locking Down
When are people going beyond SharePoint for Social Functionality?
How To Lock Down SharePoint’s Social Features

#SPC14

#SPC270

@RHarbridge
SharePoint Permissions
SharePoint Social
SharePoint Workflow
#SPC14

#SPC270

@RHarbridge
#SPC14

#SPC270

@RHarbridge
When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14
CONSIDER
SHAREPOINT
ONLINE…

An excellent way to provide easier sharing & anywhere, anytime access
CONSIDER
AZURE…
SharePoint internet sites, development & test environments in Azure
WE CAN DRIVE
BETTER
RESULTS…
Lync

You might not be leveraging everything Microsoft can provide

Exchange
SOLUTIONS NEED TO:
- Be rapidly deployed & adopted.
- Be available anywhere & anytime.
- Be available on any device.
- Meet expectations for today &
tomorrow.

More solutions that leverage SharePoint = More out of your SharePoint investment.
1 of 106

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When Should We Use SharePoint OOTB, Add Third Party Products, Or Build Custom Solutions? SPC14

  • 6. They enable your organization to get the most out of your SharePoint investments. #SPC14 #SPC270 @RHarbridge
  • 7. Understand SharePoint, your technology, the ecosystem and the process. #SPC14 #SPC270 @RHarbridge
  • 8. SharePoint is easy to extend and leverage. Integrating and knowing when is key. #SPC14 #SPC270 @RHarbridge
  • 9. With clear needs and the right questions you can select the right tool. #SPC14 #SPC270 @RHarbridge
  • 10. Enable your organization to get the most out of your SharePoint investments. #SPC14 #SPC270 @RHarbridge
  • 11. Solutions WE ALL WANT TO BE BETTER THAN AVERAGE… Many organizations are successful, but what about those really successful cases?
  • 12. SOLUTIONS SHOULD BE RAPIDLY DEPLOYED & EASY TO UPDATE! Do you have the ability to provide solutions and ‘applications’ fast enough?
  • 13. SOLUTIONS SHOULD BE AVAILABLE ANYWHERE AT ANY TIME! Remote workers should have a great experience and access to solutions.
  • 14. 2005 2013 SOLUTIONS SHOULD WORK ON ANY DEVICE! Solutions should work on many devices (BYOD) and many form factors.
  • 15. SOLUTIONS SHOULD MEET TODAY’S DEMANDS! What about tomorrows demands? Are you ready for those?
  • 16. THAT MEANS YOU SHOULD LEVERAGE THE LATEST & GREATEST… It will be more and more challenging to meet expectations on legacy technology!
  • 17. The Outcome… SharePoint Solutions are the best way to generate additional value from your SharePoint investments. From Here To Here #SPC14 #SPC270 @RHarbridge
  • 18. What To Watch Out For… Those solutions need to be rapidly deployed, adopted, and available anywhere and on any device. From Here To Here #SPC14 #SPC270 @RHarbridge
  • 19. They enable your organization to get the most out of your SharePoint investments. #SPC14 #SPC270 @RHarbridge
  • 20. Understand SharePoint, your technology, the ecosystem and the process. #SPC14 #SPC270 @RHarbridge
  • 21. Buy Pros & Cons To Build vs Buy Pros Cons Often covers most of the requirements Less flexibility and control Vendor does enhancements/upgrades Dependence on vendor delivery Build Lower total cost of ownership Locked in on cost and interoperability Pros Cons Addresses your requirements best Dependent on internal expertise/effort Full control and flexibility Higher risk of poor documentation Control over costs No economies of scale, higher costs #SPC14 #SPC270 @RHarbridge
  • 22. Map the needs of the organization to the right technology… • • Dynamics CRM Dynamics ERP • Dynamics AX • Dynamics GP • Dynamics NAV • Dynamics SL Lync Exchange #SPC14 #SPC270 @RHarbridge
  • 23. SharePoint has multiple options… 2013 Foundation Foundation 2010 Standard Standard Online On Site Enterprise Enterprise
  • 24. It’s Big Ecosystem… “Worldwide more than 3.4 million developers work with “Well over 4,000 partners SharePoint & Office.” in the SharePoint ecosystem.” “There are over 1,000 products since SP2003 – there are at least 1,000 new products in development now.”
  • 25. SharePoint Is Part Of An Overall Enterprise Technology Plan
  • 26. Buy Pros & Cons To Build vs Buy Pros Cons Often covers most of the requirements Less flexibility and control Vendor does enhancements/upgrades Dependence on vendor delivery Build Lower total cost of ownership Locked in on cost and interoperability Pros Cons Addresses your requirements best Dependent on internal expertise/effort Full control and flexibility Higher risk of poor documentation Control over costs No economies of scale, higher costs
  • 27. Simple Assessment Framework Do We Understand The Business Problem & Our Needs? Do We Have The Capability To Solve? Reuse Capability To Solve #SPC14 #SPC270 @RHarbridge
  • 28. Do We Understand The Business Problem & Our Needs? Do We Have The Capability To Solve? Reuse Capability To Solve Something Out There That Matches Our Need? Will We Achieve The Capability Faster Through Purchase? Purchase? Compare Development Costs To Purchase Costs #SPC14 #SPC270 @RHarbridge
  • 29. Are There Pieces That Can Be Purchased? Is There A Hybrid/CoDeveloped Opportunity? How complex are the interfaces? Is it manageable? Does it meet our security needs? #SPC14 Is the solution scalable? #SPC270 @RHarbridge
  • 31. The Outcome… You need to understand what you have and what’s available and reevaluate constantly. From Here To Here #SPC14 #SPC270 @RHarbridge
  • 32. What To Watch Out For… Each build vs buy decision should be evaluated even when it appears selfevident. From Here To Here #SPC14 #SPC270 @RHarbridge
  • 33. Understand SharePoint, your technology, the ecosystem and the process. #SPC14 #SPC270 @RHarbridge
  • 34. SharePoint is easy to extend and leverage. Integrating and knowing when is key. #SPC14 #SPC270 @RHarbridge
  • 35. IT Driven #SPC14 Higher Complexity & Cost Low Complexity User Driven #SPC270 @RHarbridge
  • 36. IT Driven #SPC14 Higher Complexity & Cost Low Complexity User Driven #SPC270 @RHarbridge
  • 37. SharePoint and IT 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. #SPC14 #SPC270 @RHarbridge
  • 39. • To Replace Excel Spreadsheets • To Track Complex Input From Multiple People • To Centralize Storage and Retrieval of Content • To Provide Validation, Easy To Use Online Forms • To Reduce Duplication of Effort #SPC14 #SPC270 @RHarbridge
  • 40. IT Driven #SPC14 Higher Complexity & Cost Low Complexity User Driven #SPC270 @RHarbridge
  • 41. SharePoint and IT Secondary (But Important) Points:  SharePoint’s integration with technologies you already use and it’s extendibility are invaluable. Lync Exchange I Say “SharePoint Integration” When You Probably Think Of This... #SPC14 #SPC270 @RHarbridge
  • 43. The Value Of The Office App Application Browser LOB Application Data Service Cloud Services Business Applications Files Cloud Services Business Applications Files #SPC14 #SPC270 @RHarbridge
  • 47. SharePoint is not a Silver Bullet… SharePoint is not a Silver Bullet at NothingButSharePoint.com #SPC14 #SPC270 @RHarbridge
  • 49. Low Complexity User Driven IT Driven #SPC14 Higher Complexity & Cost How Do We Build On SharePoint? #SPC270 @RHarbridge
  • 50. Casual Developer Full Time Developer Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes NAPA Yes Yes Visual Studio / Lightswitch Yes Yes End User Web UI Yes SharePoint Designer Access Services InfoPath Yes Power User #SPC14 #SPC270 @RHarbridge
  • 51. Easy To Improve? Works Across Available Devices? Anywhere? Easy To Deploy? Developer Skills Required? SharePoint OOTB “App” Yes Yes Online Yes SharePoint App Yes Yes Online Yes Yes Office App Yes Yes Online* Yes Yes Access Services Yes Yes Online Yes Search Driven App Yes Yes Online Yes InfoPath Form Yes Yes Yes #SPC14 #SPC270 @RHarbridge
  • 52. The Outcome… SharePoint is a platform that makes it easy to extend and leverage for business challenges. From Here To Here #SPC14 #SPC270 @RHarbridge
  • 53. What To Watch Out For… Sometimes it can be easier to start simple with a more basic solution to validate/identify needs. From Here To Here #SPC14 #SPC270 @RHarbridge
  • 54. SharePoint is easy to extend and leverage. Integrating and knowing when is key. #SPC14 #SPC270 @RHarbridge
  • 55. With clear needs and the right questions you can select the right tool. #SPC14 #SPC270 @RHarbridge
  • 58. How Do We Buy rd 3 Party Products? Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 59. SharePoint Migration SharePoint Permissions SharePoint Social SharePoint Workflow #SPC14 #SPC270 @RHarbridge
  • 60. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 61. Migration Process Identify Source Content To Be Migrated Determine Migration Priority Determine Ownership Of Content Analyze Existing Content (Location, Quantity, Solutions) Clean Up Content/ Content Refresh Define Content Map Assess Office 365 Environment Prepare Office 365 Environment Resolve Issues Post Migration Testing/ Validation Define Migration Schedule Migrate Content Based On Map/ Schedule Migration Preparation Assessment For Office 365 Migrations Validate Content Based On Content Map/Schedule Create New Site(s) In Office 365 Owner Review Of Content (Training Opportunity) Approved Plan Launch Efforts Launch New Site (w/ Training) Set Source Content To Read Only Review Feedback Delete Source Content That Has Been Migrated #SPC14 #SPC270 @RHarbridge
  • 62. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 63. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 65. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 66. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 67. Power User IT Pro • • • • Often licensed by user. Typically lower cost. Requires manual ‘orchestration’ or management. Doesn’t support scheduling, or scripting. • Often licensed by time period or size of content being migrated. • Typically a scaled cost where larger migrations cost more. • Supports scheduling, or scripting. • Often includes comparison or reporting/assessments. #SPC14 #SPC270 @RHarbridge
  • 68. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 69. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 70. • • • • • • • • What version is the product? How mature is the product? • How mature is the product’s supporting ecosystem and vendors? How extensible and customizable is the product? How user friendly and usable is the product? • How does the product handle exceptions? • For whom is the UI designed? How difficult is it to manage and administer the product? • How do you update the product? • How complex is the installation and how complex are the dependencies? • Does it support automation? (Can you batch script or automate administrative tasks?) Who else is using the tool? • What is their experience of the tool like? • Do they have similar needs? Product Applicability (Based On Product Proof Of Concepts/Demonstrations) Detailed Price Proposals (Including Estimates for Integration Costs, Support, and Training) #SPC14 #SPC270 @RHarbridge
  • 71. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 72. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 73. Key Migration Steps Administrators Identify Source Content To Be Migrated Users Do You Know What Content Is Out There? No Work With Users To Understand Content Yes User Driven Clean Up? Or Admin Driven Clean Up? Clean Up! Delete Unnecessary Source Content & Versions Determine Who Owns Content User Driven Admin Driven Clean Up! Delete Unnecessary Source Content & Versions (Meaning It Can’t Be Indexed Instead) Does Source Content Need To Move? Yes No Index The Content & Define Appropriate Result Sources, Pages & Verticals (Is The Folder Structure Important?) #SPC14 Portal Solutions Migration Decisions Whitepaper w/ All Of Questions We Should Ask… #SPC270 @RHarbridge
  • 74. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 75. Buying The Right Migration Tool… Identify Our Needs Are There Practical Options OOTB? What Type Of Product Would Meet Our Needs? What Vendor Should We Use? Purchase Product Negotiate Awesome Discounts What Questions Should We Ask? How Do We Compare? #SPC14 #SPC270 @RHarbridge
  • 81. Many vendors are not always biased, and often even when biased highlight important decision criteria/questions. #SPC14 #SPC270 @RHarbridge
  • 82. The Outcome… With clear needs and the right questions you can select the right tool. From Here To Here #SPC14 #SPC270 @RHarbridge
  • 83. What To Watch Out For… The hardest part of selecting the right third party tool is having the right questions. From Here To Here #SPC14 #SPC270 @RHarbridge
  • 84. With clear needs and the right questions you can select the right tool. #SPC14 #SPC270 @RHarbridge
  • 86. Enable your organization to get the most out of your SharePoint investments. #SPC14 #SPC270 @RHarbridge
  • 87. Understand SharePoint, your technology, the ecosystem and the process. #SPC14 #SPC270 @RHarbridge
  • 88. SharePoint is easy to extend and leverage. Integrating and knowing when is key. #SPC14 #SPC270 @RHarbridge
  • 89. With clear needs and the right questions you can select the right tool. #SPC14 #SPC270 @RHarbridge
  • 91. Organizers, Sponsors and You for Making this Possible.     Twitter: Blog: Email: Resources: @RHarbridge http://www.RHarbridge.com Richard@RHarbridge.com 100+ SharePoint Presentations At.. SlideShare.net/RHarbridge Great SharePoint 2013 Stories At.. Microsoft Case Studies 130+ SharePoint Standards At.. SPStandards.com 14 Additional Resource Slides Included In This Deck.. #SPC14 #SPC270 @RHarbridge
  • 93. Buy Pros & Cons To Build vs Buy Pros Cons Often covers most of the requirements Less flexibility and control Vendor does enhancements/upgrades Dependence on vendor delivery Build Lower total cost of ownership Locked in on cost and interoperability Pros Cons Addresses your requirements best Dependent on internal expertise/effort Full control and flexibility Higher risk of poor documentation Control over costs No economies of scale, higher costs #SPC14 #SPC270 @RHarbridge
  • 94. Risks To Build Vs Buy #SPC14 #SPC270 @RHarbridge
  • 95. SharePoint Permissions SharePoint Social SharePoint Workflow #SPC14 #SPC270 @RHarbridge
  • 96. Power User IT Pro • Often licensed by server or by user. • Typically lower cost. • Focused on end user driven interaction/scenarios. • Doesn’t support scheduling, or scripting. • Often licensed in a bundle with Governance functionality. • Typically a higher cost based on additional functionality. • Often supports scheduling, or scripting. • Often includes comparison or reporting/assessments. #SPC14 #SPC270 @RHarbridge
  • 97. Needs Questions While a resource like the migration one doesn’t always exist for this (and many other purchase decisions) you should always ask questions that validate/clarify needs. #SPC14 #SPC270 @RHarbridge
  • 98. SharePoint Permissions SharePoint Social SharePoint Workflow #SPC14 #SPC270 @RHarbridge
  • 99. Extending Complimenting Supplementing Replacing Ignoring/Locking Down When are people going beyond SharePoint for Social Functionality? How To Lock Down SharePoint’s Social Features #SPC14 #SPC270 @RHarbridge
  • 100. SharePoint Permissions SharePoint Social SharePoint Workflow #SPC14 #SPC270 @RHarbridge
  • 103. CONSIDER SHAREPOINT ONLINE… An excellent way to provide easier sharing & anywhere, anytime access
  • 104. CONSIDER AZURE… SharePoint internet sites, development & test environments in Azure
  • 105. WE CAN DRIVE BETTER RESULTS… Lync You might not be leveraging everything Microsoft can provide Exchange
  • 106. SOLUTIONS NEED TO: - Be rapidly deployed & adopted. - Be available anywhere & anytime. - Be available on any device. - Meet expectations for today & tomorrow. More solutions that leverage SharePoint = More out of your SharePoint investment.