This document provides an overview of how to build a SharePoint intake/request list to manage various business requests. It discusses setting up the list with appropriate columns, using content types and workflow to customize new/edit forms, creating views for different roles, and basic post-build metrics and improvements. The example used is a site request list for managing requests for new SharePoint sites, but the approach can be adapted for various business processes.
Demystifying SharePoint Governance and User AdoptionWes Preston
Governance and User Adoption continue to be hot topics in the SharePoint community and are still adapting as the community matures. So, what do these buzzwords mean to you and your organization? In this session we'll explain what they mean, why they shouldn't be something to fear or over-think, and how to approach these topics as a part of your SharePoint planning, implementations and ongoing management.
SharePoint Lists: Used, Abused and UnderappreciatedWes Preston
Lists are used as the core of many things SharePoint but they are rarely used as well as they can be. Learn the top tips and tricks for getting the most of your lists: How to build them smarter, how to display them more clearly, and how to use them in your environment for effectively. Also see how these practices evolve from 2007 to 2010.
How To Use a Structured Project Intake Process to Improve your Project PortfolioDon Clarke, PMP, CSM, CSP
From Project Management for Today - Implementing an effective Project Intake Process is a key success factor for expanding the value of your Project Management Office. Your Intake Processes function as the Gate Keeper for your PMO and are the foundation for effectively managing your PMO Project Portfolio. Facilitating the process that allows your organization to define, approve, and implement within the limited resources available is a big step toward expanding the value of your PMO beyond just successful project delivery. This session will provide real life examples of a functioning Intake Process in today’s rapidly changing business environment, as well as provide high-level take-aways that you can use to improve your organizations Project Intake Process
May 2013 MPUG SharePoint and Project ManagementDon Donais
This was a presentation for MN Project Users Group in May 2013. My portion of the presentation focused on out of the box that can be used with SharePoint for project management with a focus on new features for SharePoint 2013.
Demystifying SharePoint Governance and User AdoptionWes Preston
Governance and User Adoption continue to be hot topics in the SharePoint community and are still adapting as the community matures. So, what do these buzzwords mean to you and your organization? In this session we'll explain what they mean, why they shouldn't be something to fear or over-think, and how to approach these topics as a part of your SharePoint planning, implementations and ongoing management.
SharePoint Lists: Used, Abused and UnderappreciatedWes Preston
Lists are used as the core of many things SharePoint but they are rarely used as well as they can be. Learn the top tips and tricks for getting the most of your lists: How to build them smarter, how to display them more clearly, and how to use them in your environment for effectively. Also see how these practices evolve from 2007 to 2010.
How To Use a Structured Project Intake Process to Improve your Project PortfolioDon Clarke, PMP, CSM, CSP
From Project Management for Today - Implementing an effective Project Intake Process is a key success factor for expanding the value of your Project Management Office. Your Intake Processes function as the Gate Keeper for your PMO and are the foundation for effectively managing your PMO Project Portfolio. Facilitating the process that allows your organization to define, approve, and implement within the limited resources available is a big step toward expanding the value of your PMO beyond just successful project delivery. This session will provide real life examples of a functioning Intake Process in today’s rapidly changing business environment, as well as provide high-level take-aways that you can use to improve your organizations Project Intake Process
May 2013 MPUG SharePoint and Project ManagementDon Donais
This was a presentation for MN Project Users Group in May 2013. My portion of the presentation focused on out of the box that can be used with SharePoint for project management with a focus on new features for SharePoint 2013.
Building a Project Management Information System with SharePointASPE, Inc.
More and more successful project managers are utilizing SharePoint 2007 to drive their projects and operational initiatives. Out of the box, SharePoint Server offers many features that lends itself to effectively managing projects. Lists and libraries allow you to consolidate and manage project information in a central place, while business intelligence features allow you to report on that information in real-time. By utilizing SharePoint along with other business tools such as the Microsoft Office suite of applications, oraganization can create a customized Project Management Information System (PMIS) to assist with the daily management of enterprise projects.
With this webinar we would like to discuss the many benefits of using SharePoint Server as a Project Management Information system, including:
· Using SharePoint to manage project data
· Consolidating project data using SharePoint libraries
· Reporting on project data using SharePoint’s business intelligence
· Automating project tasks with SharePoint workflows
· Options to extending SharePoint’s project managemenet capabilities
SharePoint was first launched in 2001 as a document and content management system for teams to work together. We have definitely come a long way from there! But the core reason still is very much relevant today, especially for project teams. SharePoint 2013 provides a gamut of features for managing projects. With a bit of configuration, all aspects including project planning, resourcing, costs , reporting and more can be managed. All this apart from managing project related documents and work items. Come and learn how you can get started with SharePoint 2013 for project management. And even if you are on SharePoint 2010, don’t worry. We have got something for you too!
When implementing SharePoint you might think that you are adding just another technology to your heterogeneous IT environment. But after a while you realize, that users are doing things with SharePoint that you did not expect them to do. This talk dives into the dynamics of adopting SharePoint as a platform, and shows you a how to setup an operational governance practice using a structured governance framework.
SharePoint Survey 2011 Results: How are Businesses Using SharePoint?OpenText Global 360
Updated results of our "SharePoint in the Enterprise: Best Practices Survey" after an additional 820 SharePoint users responded. Go to http://www.global360.com/download/sharepoint-survey
to get your free survey results report.
Simple and Effective Enterprise Architecture with Tools you Already OwnChandra Knabel
Presented at SAP's ASUG user conference in May 2013
This presentation reviews how our organization setup an Enterprise Architecture practice with a matrixed team and Sharepoint as our architecture repository - using the TOGAF architecture framework.
Upgrade/Migration to SharePoint 2013 - How to get there (SPS SV)barryboudreau
This session will focus on the things you need to consider when upgrading your existing SharePoint environment to the latest version of SharePoint. In this session you will learn how to successfully upgrade your infrastructure (or consider cloud based services) and migrate your content based on real-world examples.
Writing Technical Documentation is the most crucial phase.To overcome that we are announcing meetup on Technical documentation.
Topics to be covered are:
-- Technical Documentation
-- Documentation Skills
-- Document of Understanding
-- Sample of DOU
-- Functionality Flow Document
-- Statement Of Work
-- Sample of FDD (SOW)
-- Technical Analysis Document
About Speaker : Kavita Gaikwad
Kavita is fond of writing and passionate about technology. She has 5+ years of experience in creating, designing, and editing Technical writing, End-to-end Software Product Documentation, and ERP Documentation.
https://www.linkedin.com/in/kavita-gaikwad-375a6617/
How to plan a website and intranet -- from assessment and audit, to strategic and functional planning (including information architecture), content management, design, search engine optimization (SEO), and ROI and business case development.
Benefits of Microsoft Enterprise Project Managment Server (EPM) for any Organisation
Demand Management
Resource Management
Schedule Management
Capacity Management
Workflow Management
Security Management
Marketing teams are starting to get more serious about project management, but wasteful practices still persist. As a marketer, your environment is very dynamic. Naturally, your project requests—and the ways you receive them—tend to also be very dynamic. Right from the start, this can get your projects off on the wrong foot. Ultimately, it hurts yoru productivity, makes your projects late, and wastes time and money.
For the sake of your team’s success—and with a little help from PM expert Hala Saleh—it’s time to get your project request intake process process in order…
Building a Project Management Information System with SharePointASPE, Inc.
More and more successful project managers are utilizing SharePoint 2007 to drive their projects and operational initiatives. Out of the box, SharePoint Server offers many features that lends itself to effectively managing projects. Lists and libraries allow you to consolidate and manage project information in a central place, while business intelligence features allow you to report on that information in real-time. By utilizing SharePoint along with other business tools such as the Microsoft Office suite of applications, oraganization can create a customized Project Management Information System (PMIS) to assist with the daily management of enterprise projects.
With this webinar we would like to discuss the many benefits of using SharePoint Server as a Project Management Information system, including:
· Using SharePoint to manage project data
· Consolidating project data using SharePoint libraries
· Reporting on project data using SharePoint’s business intelligence
· Automating project tasks with SharePoint workflows
· Options to extending SharePoint’s project managemenet capabilities
SharePoint was first launched in 2001 as a document and content management system for teams to work together. We have definitely come a long way from there! But the core reason still is very much relevant today, especially for project teams. SharePoint 2013 provides a gamut of features for managing projects. With a bit of configuration, all aspects including project planning, resourcing, costs , reporting and more can be managed. All this apart from managing project related documents and work items. Come and learn how you can get started with SharePoint 2013 for project management. And even if you are on SharePoint 2010, don’t worry. We have got something for you too!
When implementing SharePoint you might think that you are adding just another technology to your heterogeneous IT environment. But after a while you realize, that users are doing things with SharePoint that you did not expect them to do. This talk dives into the dynamics of adopting SharePoint as a platform, and shows you a how to setup an operational governance practice using a structured governance framework.
SharePoint Survey 2011 Results: How are Businesses Using SharePoint?OpenText Global 360
Updated results of our "SharePoint in the Enterprise: Best Practices Survey" after an additional 820 SharePoint users responded. Go to http://www.global360.com/download/sharepoint-survey
to get your free survey results report.
Simple and Effective Enterprise Architecture with Tools you Already OwnChandra Knabel
Presented at SAP's ASUG user conference in May 2013
This presentation reviews how our organization setup an Enterprise Architecture practice with a matrixed team and Sharepoint as our architecture repository - using the TOGAF architecture framework.
Upgrade/Migration to SharePoint 2013 - How to get there (SPS SV)barryboudreau
This session will focus on the things you need to consider when upgrading your existing SharePoint environment to the latest version of SharePoint. In this session you will learn how to successfully upgrade your infrastructure (or consider cloud based services) and migrate your content based on real-world examples.
Writing Technical Documentation is the most crucial phase.To overcome that we are announcing meetup on Technical documentation.
Topics to be covered are:
-- Technical Documentation
-- Documentation Skills
-- Document of Understanding
-- Sample of DOU
-- Functionality Flow Document
-- Statement Of Work
-- Sample of FDD (SOW)
-- Technical Analysis Document
About Speaker : Kavita Gaikwad
Kavita is fond of writing and passionate about technology. She has 5+ years of experience in creating, designing, and editing Technical writing, End-to-end Software Product Documentation, and ERP Documentation.
https://www.linkedin.com/in/kavita-gaikwad-375a6617/
How to plan a website and intranet -- from assessment and audit, to strategic and functional planning (including information architecture), content management, design, search engine optimization (SEO), and ROI and business case development.
Benefits of Microsoft Enterprise Project Managment Server (EPM) for any Organisation
Demand Management
Resource Management
Schedule Management
Capacity Management
Workflow Management
Security Management
Marketing teams are starting to get more serious about project management, but wasteful practices still persist. As a marketer, your environment is very dynamic. Naturally, your project requests—and the ways you receive them—tend to also be very dynamic. Right from the start, this can get your projects off on the wrong foot. Ultimately, it hurts yoru productivity, makes your projects late, and wastes time and money.
For the sake of your team’s success—and with a little help from PM expert Hala Saleh—it’s time to get your project request intake process process in order…
Outlines the IT project Request process supported by the SharePoint file and Budget From also in SlideShare. follows the model outlined in previous uploads on IT governance and Portfolio Management
Rego University: Process Maturity, CA PPM (CA Clarity PPM)Rego Consulting
Functional Track Training: Process Maturity for CA PPM (CA Clarity PPM).
For more CA PPM training, visit http://regouniversity.com or http://regoconsulting.com and find free solutions at http://www.regoxchange.com/
2013 SPFest - Customizing Sites and Pages in SharePoint 2013Wes Preston
Intended as an overview for power users and developers working with SharePoint 2013 to understand new capabilities for page customizations using CSR (client side rendering) and JS Link.
10 Highlights From the 2016 State of Marketing Work ReportWorkfront
What drives U.S. marketers--and drives them insane? In the new 2016-17 U.S. State of Marketing Work Report, we asked U.S. marketers these questions and more. These 10 discoveries from the survey might surprise you...
SharePoint 2010 Team Site Overview - I use this presentation to give user groups / departments a high level overview of SharePoint 2010 Team Sites. There are no exercises in this presentation - just demonstrations on how things work!
Staffing with variable demand in healthcare settingsAlexander Kolker
Outline
Main Concept and Some Definitions.
The “newsvendor” framework approach.
Staffing a nursing unit with variable census (demand)
Linear optimization framework approach.
Minimizing staffing cost subject to variable constraints
Discrete event simulation framework approach.
Staffing a unit with cross-trained staff
Key Points and Conclusions
5 Foolproof Business Communication Tools Every Company NeedsAxero Solutions
To increase efficiency and be productive wherever you are, to simplify IT management, and to find user-friendly solutions, it’s necessary for businesses to adapt to the changing times.
An area that is constantly changing is how people communicate. Today’s business communication tools are enabling small, medium, and large companies to achieve all of the above and more.
So, how can you determine the right tools for better internal communication?
First, determine any problems that need to be addressed ... and then consider the following solutions to solve those problems.
Here are 5 business communication tools to get you started.
How To Build A Change Control System with SharePointDux Raymond Sy
Presented by Dux Raymond Sy
meetdux.com
SharePoint Technology Conference
June 24, 2009
Cambridge, MA
Watch Recorded Screencast: http://vimeo.com/5358854
SEF2013 - Create a Business Solution, Step by Step, with No Managed CodeMarc D Anderson
with Christian Ståhl
In this session, you will learn how you can devise powerful solutions from beginning to end without deploying any managed code with two of the biggest proponents of this approach. We’ll take a business problem and go through the actual solution in SharePoint 2013, but we’ll dip into SharePoint 2010 as well to see how the solution might work there and discuss how we might approach things differently. You’ll get the solution in a WSP as well as the underlying code.
SharePoint Designer Workflows - Nuts, Bolts and ExamplesDrew Madelung
This session will touch on all different aspects of SharePoint Designer workflows. Whether you are just getting started with your first workflow or want to see some cool complex examples, this session is for you!
The key areas this session will cover are:
• Differences between SharePoint 2010 and 2013 workflows
• Getting started with SharePoint Designer workflows
• Great workflow features you might not be using
• My handy tips and tricks
• Real world examples of when you can use workflows
These slides are from the Office 365 Adoption User Group (Chicagoland Chapter). Topics discussed include Office 365 News and Announcements and Microsoft Search in Bing.
15 tips for bullet proof requirements analysis on SharePoint projectsDocFluix, LLC
Success or failure of any significant SharePoint project depends on having well defined business and technical requirements before the project starts. With this presentation, learn concrete, repeatable techniques for ensuring that the requirements for your SharePoint project are well defined.
Accelerate your Kubernetes clusters with Varnish CachingThijs Feryn
A presentation about the usage and availability of Varnish on Kubernetes. This talk explores the capabilities of Varnish caching and shows how to use the Varnish Helm chart to deploy it to Kubernetes.
This presentation was delivered at K8SUG Singapore. See https://feryn.eu/presentations/accelerate-your-kubernetes-clusters-with-varnish-caching-k8sug-singapore-28-2024 for more details.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
JMeter webinar - integration with InfluxDB and GrafanaRTTS
Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
In this webinar, we will review the benefits of leveraging InfluxDB and Grafana when executing load tests and demonstrate how these tools are used to visualize performance metrics.
Length: 30 minutes
Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
- What out-of-the-box solutions are available for real-time monitoring JMeter tests?
- What are the benefits of integrating InfluxDB and Grafana into the load testing stack?
- Which features are provided by Grafana?
- Demonstration of InfluxDB and Grafana using a practice web application
To view the webinar recording, go to:
https://www.rttsweb.com/jmeter-integration-webinar
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
2. Session Abstract
Use core SharePoint capabilities (2010 or 2013) to build
a sample solution that manages requests and can be
extended to fit a variety of business use-cases: IT
Requests, site requests, Help Desk, marketing
materials, etc. Replace unmanaged, manual processes
currently used in most organizations with consistent
and measurable business processes. Start with a basic
SharePoint list, extend it with new columns to capture
business details and add role-specific capabilities, views
and simple workflow actions. See examples of using
content types, list permissions and simple SharePoint
Designer processes (NO InfoPath).
3. Intro: Wes Preston
Based in Minneapolis, MN
MVP – SharePoint Server (5 years)
MCITP – SharePoint Administrator 2010
MCTS – SharePoint 2010, Configuration
MCTS – WSS 3.0 and MOSS Configuration
www.idubbs.com/blog
www.trecstone.com
@idubbs
wes@trecstone.com
6. What is ‘Intake’?
An ‘intake’ form is a generic name for a list of items that need to be
addressed by someone - a request for action of some type.
Challenges:
◦ When not formalized with a process, requests may be inconsistent or missing
information that requires additional time and effort to finalize
◦ Often these processes originate as un-official requests… when users get the
result they are looking for they come back - forming a habit
◦ The manual scenarios often rely on single individuals with little or no backup
or redundancy where list-based solutions can have more than one person
managing to the list.
7. Examples
LOTS of examples out there – both generic and specific to your business
or organization:
SharePoint site request – A good first example and useful as the
organization is ramping up on the platform
Project request – Business users requesting a new project be created /
started. Submitted to a PMO for assessment
Issue Tracking – Issues or defects need to be captured, catalogued,
delegated and resolved.
Onboarding / Off-boarding process – Lots of separate tasks associated
with these processes to be tracked, etc.
8. Business Case
Which scenarios are good candidates for a SharePoint solution?
Why are we building this?
There needs to be a good results-based reason to spend time developing a
solution – if not why spend the time…
Save time for users
◦ More defined process
◦ Set expectations
◦ Consistency
Save time for people managing requests
◦ Metrics on request volume, type, etc.
◦ Ability to prioritize and delegate
◦ Process captures all required data at time of request
9. Scenario: Site Requests
The sample used in this presentation is a request for a new SharePoint
site.
The manager of the SharePoint team wants to know how many requests
are being made over time. How many are coming in, what people or
teams are making the requests.
The person or team creating the sites needs to have a way of managing
the requests: Which are complete, who’s working on which site, how to
set up security, etc.
A standardized process will allow for management of the requests,
consistency and completeness of the requests, a way to communicate
the status of the request and reporting on requests.
11. Information Architecture
Where is the solution going to live?
◦ As part of an existing site?
◦ As a stand-alone site?
◦ As a sub web of another site?
What type of list should be used?
◦ Custom
◦ Tasks
◦ Issues
12. Metrics, ROI, User
Adoption
If you want to demonstrate improvement you need to:
◦ Determine what needs to be measured
◦ Take any measurements or create estimates while the existing process is still
in place
User Adoption:
◦ Talk about it NOW rather than trying to figure it out after a solution is built
◦ What can you build that users will be chomping at the bit to get access to?
◦ What is something new you can offer them (functionality)?
13. Governance
Who owns the process? Who is responsible for what’s working and
what’s not working?
What are the Service Level Agreements being made surrounding the
requests?
◦ How long will it take to create a site once it’s been requested (and/or
approved)
Communication:
◦ What email or other notices are sent out, to whom, at what stages, etc…
◦ What information can be found on the site (status updates, notes)
14. Requirements
How formal and detailed any requirements need to be is determined by
the standards of the organization, though some minimal expectations or
desires should be defined:
◦ What are the team managing the requests looking for?
◦ How to see my assignments
◦ Know who to contact with questions about the request
◦ Report on the volume of requests and activity
◦ What are users looking for?
◦ More feedback or access to the status of the request
◦ Who to contact with questions or updates
16. The List
Easiest and quickest way to get a list and form in place is to create a
consolidated list of all the fields that will be needed for all users.
◦ Name of site
◦ Description of site
◦ Site Type
◦ Site Owner
◦ Site Admin
◦ Assigned to - SharePoint Team member tasked with creating the site
◦ Notes – Notes for use by the resource creating the site
◦ Site Status – Status of the build/provision process
◦ Created Date – Tracks the date of the request
17. The List
New Item looks like this by
default… ->
For everyone…
Which is too much…
18. The List
And the default All Items view will look something like this:
Which is ok for starters but will get cluttered over time.
19. Forms
Crawl approach - Start with out of box (OOB) forms as just shown.
Walk approach – Use the Content Type method for editing the NewItem
experience for users.
Edit with SPD
◦ 2010 allows for code or design view editing
◦ 2013 allows for code editing (and may allow JS Link as well – TBD)
InfoPath can be used when necessary but require additional skill set.
Custom web forms can also be used when necessary, but will require
more effort and a different skills set.
20. Forms
Content Type approach uses all OOB and SharePoint Designer (SPD)
solutions to limit the fields that are displayed during the new item
creation and uses a SPD workflow to enable all fields to be displayed
once a new item is created.
Steps:
◦ Create a ‘new item’ and ‘display item’ content types
◦ Add a workflow to switch the content type upon item creation – transparent
to the user.
Steps for this approach are in a blog post by Sarah Haase
(see References) but is a little different when doing in 2013 on the
content type creation.
21. Content Types
‘New Request’
- As seen by users when initial
request is made
◦ Title
◦ Description
◦ Site Type
◦ Site Owner
◦ Site Admin
‘Display Request’
- As seen by the process
administrators
◦ Title
◦ Description
◦ Site Type
◦ Site Owner
◦ Site Admin
◦ Assigned To
◦ Notes
◦ Site Status
22. Workflow
Create a simple SPD workflow that kicks off when a new item is created.
This changes the content type of the item so that when the item is then
viewed (there can be a short lag here while the workflow does it’s
thing).
In this particular example I’m also setting the default value of the Status
field.
23. Views
As with many solutions, views are key to smooth user experiences.
Creating views that are relevant to each role is critical to good user
experience.
Depending on the scope of the solution, you may be able to achieve this
all on a single (Home) page, possibly including targeted content, or need
to create separate pages – ‘mini dashboards’.
Creating views using the ‘Me’ filter generally provides a lot of value
24. Views
Home page – Could be based on ‘recent requests’.
My Requests – This can get a bit dodgy when someone is making
requests for someone else.
Assigned to Me – For the team provisioning the sites to be able to
quickly see which requests have been assigned to them.
Unassigned – For the person delegating site provisioning to quickly see
which requests need to be assigned.
Not Complete – See an overview of the sites requested but not yet
competed. This could use some conditional formatting (JSLink) to
highlight requests getting older
25.
26. Pages
Additional pages can be created as needed to fit specific content or
role-based requirements. In the site request context there really are
only two main users – the people requesting sites and the people
provisioning the sites.
For example:
◦ Documentation on how to use the request form (Wiki)
◦ SLA information (Wiki)
Note for 2010: Content can be added as a wiki or as a content page.
27. Pages - Instructions
Even with the simplest functionality, having some instruction is good for
the user experience and setting user expectations.
28. Pages - SLA
Information about a Service Level Agreement doesn’t have to be very
long, just long enough to communicate the expectations to users and
requesters.
29. Navigation
Navigation can be provided in whatever way is most beneficial to the
users, though it may be influenced by style guidelines of the
organization.
Options include:
◦ Promoted Links web part (NEW)
◦ A Links list and web part
◦ Quick Links bar (left side) and top navigation links
31. Metrics and ROI
Now that the new system / process is in place:
◦ Re-measure the same metrics as before
◦ Report on the change
32. Continue to improve…
You will need to determine how far you want to go with the solution.
You can keep building more and more functionality to further automate,
better document, better communicate, better tailor to specific roles,
etc…
Typical / Suggested Improvements:
◦ Additional simple workflows
◦ Notifications
◦ Advanced SPD or .NET workflows
◦ Use Access Services for more complex data relationships
◦ InfoPath forms
33. Quick Recap
This example shows just one possible solution to one possible scenario.
There are many tweaks and approaches that can be used to do it
differently to suit each organizations needs.
34. Try It Yourself!
Play with many of these
features in Office365
◦ http://office.microsoft.com
/en-us/business/compare-
office-for-business-plans-
FX102918419.aspx
◦ I recommend the E1 plan
as a test platform – but you
need to Trial with
something else in the ‘E’
group. You get all the
Enterprise features.
35. References
Content Types to Modify Fields Displayed in NewItem and EditItem
Forms
http://sarahlhaase.wordpress.com/2011/03/21/using-content-types-to-
modify-the-newform-aspx-and-editform-aspx-pages/
JS Link Primer – Blog Post
http://www.idubbs.com/blog/2012/js-link-for-sharepoint-2013-web-
partsa-quick-functional-primer/
Since a lot of you are probably developers, you may have noticed that I’m more on the non-development side of the world. My background includes development, but I’ve since transitioned to IT Pro and then to the business side – focusing on translating business needs to where solutions can be built in the SharePoint platform: from out of the box, to SharePoint Designer and the topics we’re talking about today, to .NET development and 3rd party options.
‘hallway’ conversations may turn into requests… “Can you send me some of the new marketing material?” Which materials?How many?When do you need them by?Where do you want them delivered?A single request may turn into repeated requests – the person that is asked for help becomes the ‘go to’ person for that requestFullfilling requests may take more and more timeAs the person becomes known for that type of request, others also start making requests adding to the workloadA single person processing requests doesn’t make good business senseIs the process business critical?What happens when the person is out of the office or unavailable?
Just because there is a manual process doesn’t mean a list-based solution will provide measurable improvement
A SharePoint site request could live under a SharePoint team site, a SharePoint ‘platform’ site, within the intranet ‘proper’, or other locations…
So, we’ve got some work to do to make the user experience better.
Obviously more fields can be added to either as needed…