The SharePoint Maturity Model Presented at the SharePoint Leadership Forum 18 October 201210/18/12 - #SPLF @sadalit #spmat...
Agenda / LogisticsAGENDA                                           LOGISTICS• What’s in it for you?                       ...
What’s In It For You?Individual• Gain a holistic sense of SharePoint as a platform & how you’re using it• Gain a quantitat...
About Me                  10                    Years working with SharePoint                  62                    Share...
About My Company10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   5
10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   6
10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   7
10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   8
10/18/12 - #SPLF @sadalit                            ©2010-2012 Sadalit Van Buren   9#spmaturity
What It Is:A model that incorporates both solution and readiness competencies.                                            ...
About the SharePoint Maturity Model• Developed in Fall 2010 for the purpose of bringing a holistic  view to a SharePoint i...
Maturity Level Definitions                SharePoint                                    Description                Level  ...
Maturity Often VariesWithin An Organization•    Certain areas are better developed than others•    Organizational requirem...
The SharePoint Maturity Model – 1 alongCore Concepts                                     Maturation also occurs           ...
The SharePoint Maturity Model – 2 – Advanced Concepts                                                                     ...
The SharePoint Maturity Model – 3 – Readiness Concepts                                     Infrastructure and             ...
Collaboration is the key to your             business success10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Va...
Collaboration Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisionin...
Collaboration Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisionin...
Maturity per Years of Use10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   20
Maturity per Years of Use10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   21
Maturity per Years of Use10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   22
Collaboration – 100-level example                                                                       Source: S. Van Bur...
Collaboration – 200-level example                                                                       Source: S. Van Bur...
Collaboration– 300-level example                                                Source: Nielsen Norman Intranet Design Ann...
Collaboration– 500-level example                                                                       Source: MTC10/18/12...
10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   28
Roadblocks to Greater Maturity10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   29
Roadblocks to Greater Maturity - CollaborationRoadblocks:                                     Your Governance / Training P...
10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 Sadalit Van Buren   31
Take the Assessment!                                 www.spmaturity.com10/18/12 - #SPLF @sadalit #spmaturity   ©2010-2012 ...
Upcoming Events• SharePoint SpeakOut– October 25 2012, Boston MA• SharePoint Conference – November 11-14 201210/18/12 - #S...
Thank You!Sadie Van Buren• svanburen@bluemetal.com• Twitter: @sadalit• LinkedIn: http://www.linkedin.com/in/sadalitSharePo...
Photo CreditsSlide Title               Source6     On the Road to      http://www.flickr.com/photos/rovingmagpie/497809191...
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20121018 The SharePoint Maturity Model - as presented 10/18/12 to the SharePoint Leadership Forum

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20121018 The SharePoint Maturity Model - as presented 10/18/12 to the SharePoint Leadership Forum

  1. 1. The SharePoint Maturity Model Presented at the SharePoint Leadership Forum 18 October 201210/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 1
  2. 2. Agenda / LogisticsAGENDA LOGISTICS• What’s in it for you? • In Session• Overview of the – Questions welcome! SharePoint Maturity – If you’re tweeting / live Model blogging, please include:• Detail & case studies - • #SPMaturity Collaboration • @sadalit• Closing10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 2
  3. 3. What’s In It For You?Individual• Gain a holistic sense of SharePoint as a platform & how you’re using it• Gain a quantitative sense of progress by re-evaluating each year.Organizational• Build the organization’s strategic roadmap• Create a more trustworthy, stable SharePoint environment• Achieve greater business process efficiency• Drive adoption, and have happier, more empowered usersCommunity / Global• Contribute to a data model that will help answer larger questions about where organizations are in their SP maturity by industry, number of years of use, etc.10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 3
  4. 4. About Me 10 Years working with SharePoint 62 SharePoint implementations & projects 6 Years consulting10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 4
  5. 5. About My Company10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 5
  6. 6. 10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 6
  7. 7. 10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 7
  8. 8. 10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 8
  9. 9. 10/18/12 - #SPLF @sadalit ©2010-2012 Sadalit Van Buren 9#spmaturity
  10. 10. What It Is:A model that incorporates both solution and readiness competencies. Core Advanced Readiness People & Publication Infrastructure Communities Composites & Staffing & Collaboration Applications training Business Process Integration Customizations Search Insight10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 10
  11. 11. About the SharePoint Maturity Model• Developed in Fall 2010 for the purpose of bringing a holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement.• Based on CMM and MS SP Pie• Starts at 100 rather than 0• A framework rather than a formula• Does NOT currently cover: – Public-facing websites – Compliance and regulatory issues – Visual design and branding – Cloud/online versions of SP• Version 1 published 5 November 2010.• Vetted by hundreds of SP Community experts around the world, from end-users to MVPs10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 11
  12. 12. Maturity Level Definitions SharePoint Description Level 500 The competency is functioning optimally and continuous improvement Optimizing occurs based on defined and monitored metrics. ROI is demonstrable. The competency is centrally supported, standardized, and implemented 400 across the entire organization. Governance is defined and understood / Predictable followed. Maturation The way the competency is implemented is defined and/or standardized, 300 but not in use across the entire organization. Governance is defined but Defined may not be widely understood / followed. ROI is considered. 200 The competency is managed by a central group (often IT), but the focus Managed and definition varies by functional area, or is limited to a single area. 100 The starting point of SharePoint use. Initial10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 12
  13. 13. Maturity Often VariesWithin An Organization• Certain areas are better developed than others• Organizational requirements vary• Adoption can vary by group• Legacy issues can delay maturity10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 13
  14. 14. The SharePoint Maturity Model – 1 alongCore Concepts Maturation also occurs – this vector Level Publication Collaboration Business Process Search Power users can edit existing workflows to adapt them to changing business needs on the fly. Users Content is personalized to the user. Users understand relationship Collaboration occurs outside the leverage data from BPM to optimize Content is shared across multiple functions of tagging to search results. 500 and systems without duplication. Feedback mechanism is in place for pages and firewall – i.e. with external contributors. Automated processes process, simulate on real data, clear bottlenecks, balance work across Process exists to create content w/no results. Automated exist for de-provisioning and workloads. Users have visibility into Optimizing taxonomy. Automated tagging may be present. archiving sites. the process and can provide tagging may be used. High volumes can be handled. feedback to process improvements. Business processes extend to external users. Workflow is a component of SP- Content is monitored, maintained, targeted Collaboration tools are used across based composite applications with Content types and custom to specific groups. Usage is analyzed. the entire organization. Email is connectivity to LOB systems. Users properties are leveraged in 400 Digital assets are managed appropriately. If more than one doc mgmt system is captured & leveraged. The system supports promotion of content from have access to process analytics and audit trails. Collaboration happens in Advanced Search and/or refiners. Results are Predictable present, governance is defined. Mobile access considered. WIP to final. Mobile access considered. the context of a work item as part of a dynamic, nonlinear business customized to specific needs, may be actionable. process (the “case”). Process is considered as a whole,Maturation Site Columns/ Managed Metadata Collaboration efforts extend rather than as automating functional standardize the taxonomy. Custom content sporadically to discussion threads, tasks. Transition from procedural Search results are analyzed. 300 Types are created. Custom page layouts & site templates are configured. Approval wikis, blogs, and doc libs with versioning. Site templates are document workflow to orchestration of dynamic business process. Best bets and metadata properties are leveraged to aid process is implemented. Incoming email developed for specific needs. SharePoint is becoming the BP Defined activated for some lists/libs. Site Map is Incoming email activated for some platform, w/the introduction of 3rd the search experience. present. Some content targeted to groups. lists/libs. party BPM tool to support more complex business rules. Business processes are designed; Custom metadata is applied to content. Mechanism is in place for new site some custom, departmental “no- Custom scopes employed to aid 200 Templates standardized across sites. Lists used rather than static HTML. Multiple requests. Collaboration efforts are collected in document libraries code” workflows (SP Designer, Visio, or third-party tool) may be the search experience. More complex iFilters may be applied. document mgmt systems may be present (links emailed rather than implemented to handle simple Content may be federated. Managed w/out governance around purpose. documents). business rules (decision-based Search Center created. routing). . Business process is loosely defined. Navigation & taxonomy not formally Out of the box SharePoint workflows Out of box functionality for considered. Little to no checks on content. Out of box collaboration sites set 100 Folder structure re-created from shared drives. Content that could be in lists is up as needed without structure or organization. No formal process (approval, collect feedback) leveraged sporadically. A doclib or query, results, and scopes; PDF iFilter installed; some additional list provides a central base of content sources may be Initial posted in Content Editor WP. Out of box site templates / layouts are used. exists for requesting a new site. operations. Any workflow is indexed. document- vs. application-centric. 10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 1
  15. 15. The SharePoint Maturity Model – 2 – Advanced Concepts Maturation also occurs along this vector People and Composites and Level Integration Insight Communities Applications Users can edit certain profile Forms connect with LOB External data data that writes back to AD or data. New capabilities & 500 HRIS. MySites template is requirements are surfaced (partner/supplier or Analytics and trending are industry) is integrated with employed. Optimizing customized. Communities & integrated into SP. extend to external participants. downstream capabilities. Profile fields may integrate with LOB data. MySites are InfoPath forms may involve Most of the systems that are centralized. Communities custom code. Mobile desired to be integrated, 400 flourish under governance. functionality is supported. are integrated. A data Items are actionable. Notion of subscription – to Predictable Access Services and Visio warehouse may be groups, topics, people. Org Services may be used. integrated with SP. chart is dynamic. Admins have visibility into use.Maturation Custom profile fields reflect Most critical business forms company culture; photos are are online; some involve updated from central source. 300 MySites rolled out to all users, automated workflows. "No- Multiple systems are Reports allow drill-down and Code" InfoPath forms integrated with SP. charting. Defined supported, trained. Community improve the user spaces connect a particular set experience. of users. MySites rolled out to pilot Increasing use of SP lists to A single system is integrated groups or users. Out-of-box replace Excel spreadsheets 200 profiiles implemented. and paper forms. with SP (Line-of-business, Reports are aggregated document management, through customization. Managed Community spaces may be Applications are opened up etc.). piloted. to a larger group of users. Some paper forms Links to enterprise systems Existing reports are used; converted to SP list forms. Basic profile data imported posted on SP site. Printed or data is brought together 100 from AD or other source. Many Excel spreadsheets, exported business data is manually. OOB SP reports Access databases, paper Initial MySites host not created. stored in doc libs. AD (analytics and queries) may forms still stored in / linked 10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren SP profiles. integrated with be viewed periodically. 2 to from SharePoint.
  16. 16. The SharePoint Maturity Model – 3 – Readiness Concepts Infrastructure and Level Staffing & Training Customizations Administration Top-down support in place; Deployment is fully automated System health & error logs dedicated IT business analyst, via features . Source code is 500 monitored. Processes for server admin, helpdesk, training managed centrally as IP, re- archiving & de-provisioning are staff; empowered user usable and shareable. Content Optimizing in place. community. Multiple training owners understand the offerings exist. importance of QA testing. Backup/restore has been tested. Dev and QA environments are IT has more than one resource Deployment is fully automated present. Administration may be knowledgeable on the system. 400 improved via third-party tools. Requests for new functionality – solution package and scripts. Total Cost of Ownership is Predictable BLOB integration may be are tracked and prioritized. An considered. present. Performance end-user training plan is in place. considered.Maturation SP evangelized around the Number of servers is appropriate Mixed automated manual organization by individual or small to demands and scalable for deployment process - some group. Content owners from 300 future growth. Dev some functional areas are trained artifacts deployed via scripts, environment is present. Service others by following list of Defined and using the system. One IT Packs tested in QA and installed manual steps. Source control resource knowledgeable on the in a timely fashion. is centralized. system. SP evangelized to a subset of Changes are deployed from Multiple server installlation or depts or functional areas by an 200 single-server is backed up on a individual; work mainly done by one environment to another using backup/restore. Source Managed regular basis. individual or small group. control is simple file storage. Training is informal, ad-hoc. No development, or Single-server installation, development is done in 100 sometimes rogue . No plan for One pioneer or small group pilots Production. No QA / the product. Initial availability / disaster recovery. development environments. No source control. 10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 3
  17. 17. Collaboration is the key to your business success10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 17
  18. 18. Collaboration Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow). Level Competency 500 Collaboration occurs outside the firewall – i.e. with external contributors. Optimizing Automated processes exist for de-provisioning and archiving sites. Collaboration tools are used across the entire organization. Email is 400 captured & leveraged. Work is promoted from WIP to Final which is Predictable leverageable. Mobile access considered. Collaboration efforts extend sporadically to discussion threads, wikis, 300 blogs, and doc libs with versioning. Site templates are developed for Defined specific needs. 200 Mechanism is in place for new site requests. Collaboration efforts are Managed collected in document libraries (links emailed rather than documents) 100 Out of box collaboration sites set up as needed without structure or Initial organization. No formal process exists for requesting a new site.10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 18
  19. 19. Collaboration Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow). Level Competency 500 Collaboration occurs outside the firewall – i.e. with external contributors. Outside the firewall Optimizing Automated processes exist for de-provisioning and archiving sites. Collaboration tools are used across the entire organization. Email is 400 captured & leveraged. Work is promoted from WIP to Final which is Predictable leverageable. Mobile access considered. Collaboration efforts extend sporadically to discussion threads, wikis, Cross-enterprise and fuller functionality 300 blogs, and doc libs with versioning. Site templates are developed for Defined specific needs. 200 Mechanism is in place for new site requests. Collaboration efforts are Managed collected in document libraries (links emailed rather than documents) 100 Team-centric, mostly doc storage Out of box collaboration sites set up as needed without structure or Initial organization. No formal process exists for requesting a new site.10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 19
  20. 20. Maturity per Years of Use10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 20
  21. 21. Maturity per Years of Use10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 21
  22. 22. Maturity per Years of Use10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 22
  23. 23. Collaboration – 100-level example Source: S. Van Buren:10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 23
  24. 24. Collaboration – 200-level example Source: S. Van Buren:10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 24
  25. 25. Collaboration– 300-level example Source: Nielsen Norman Intranet Design Annual 201010/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 25
  26. 26. Collaboration– 500-level example Source: MTC10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 27
  27. 27. 10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 28
  28. 28. Roadblocks to Greater Maturity10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 29
  29. 29. Roadblocks to Greater Maturity - CollaborationRoadblocks: Your Governance / Training Plan should include:Habit Demonstration of WIIFM for users Incentives / disincentivesUsers going around the system External authentication plan Site Provisioning PlanEconomic Reality Training on batch file operations (how they get their stuff OUT of the system as well as in)Non-Outlook users; Mac users (no offlinesync, no WorkSpace)10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 30
  30. 30. 10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 31
  31. 31. Take the Assessment! www.spmaturity.com10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 32
  32. 32. Upcoming Events• SharePoint SpeakOut– October 25 2012, Boston MA• SharePoint Conference – November 11-14 201210/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 33
  33. 33. Thank You!Sadie Van Buren• svanburen@bluemetal.com• Twitter: @sadalit• LinkedIn: http://www.linkedin.com/in/sadalitSharePoint Maturity• Twitter: @SPMaturity• http://www.sharepointmaturity.com – Tools, templates, and resources10/18/12 - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 35
  34. 34. Photo CreditsSlide Title Source6 On the Road to http://www.flickr.com/photos/rovingmagpie/497809191/in/ Cabezon – by set-72157602334104766 Rovingmagpie7 [Rome] http://www.picturesdepot.com/places/208956/rome.html8 [Dust bowl] http://lh3.ggpht.com/_rw- 8LvkNqYk/THWYHvw_IqI/AAAAAAAAA7E/eudtUTqvSfc/Dust %20Bowl.jpg9 Crop Circles in http://www.valley- Alamosa ae.com/userfiles/image/Center%20Pivots/crop%20circles% 20in%20Alamosa.jpg26 [Roadblock] http://savepottstown.com/wp- content/uploads/2011/06/Roadblock.jpg39 [Excerpt from Film http://delicious.com/redirect?url=http%3A//boiteaoutils.bl Architecture – from ogspot.com/2010/09/film-architecture-from-metropolis- Metropolis to Blade to.html10/18/12Runner] - #SPLF @sadalit #spmaturity ©2010-2012 Sadalit Van Buren 36

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