2014 03-27 Share Point Portals

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This document provides an overview of key SharePoint technologies for creating useful portal sites, including: content types and metadata for organizing content; web part relationships and views for controlling content display; shared calendars; workflows, event receivers and timed services for automating processes; Business Connectivity Services for integrating external data; search; SQL Reporting Services integration; and dashboards using Excel Services and PerformancePoint. The objective is to demonstrate how leveraging these technologies can make a SharePoint site more useful to an organization.

Thrive. Grow. Achieve.
SharePoint 2010
Portals
Edward McGovern
3/27/2014

TOPICS TO COVER
OBJECTIVE: DESCRIBE THE TECHNOLOGIES AND ASPECTS THAT
MAKE A SHAREPOINT SITE USEFUL.
• Content Type
• Metadata
• Web Part Relationships and Views
• Shared Calendars
• Workflows/Event Receivers/ Time Jobs
• Business Connectivity Services
• Search
• SQL Reporting Services Integration
• Dashboards
– Simple
– Excel Services
– Performance Point
How to make
Technology useful
to your
organization is to
use all the tools
provided.
Presentation Title / Page 2

CONTENT TYPES
CONTENT TYPE
• What are Content Types
– Templates
– Metadata
• Site versus List Content Types
• Inheritance of Content Types
• Using Content Types in web parts to manage how users enter information and flow
of information (publishing).
SharePoint is a
Content
Management
System. Its core
component is the
content type.
Presentation Title / Page 3

METADATA
OBJECTIVE: METADATA IS USED TO TAG CONTENT WITH MEANINGFUL
IDENTIFIERS.
• List Fields added to content
• Terms Store
• Adding Managed Metadata to Content
• Adding Managed Metadata to Search
Meta Data allows
you to:
• Classify
• Organize
• Find
Presentation Title / Page 4

WEB PART RELATIONSHIPS AND VIEWS
OBJECTIVE: SHOW HOW TO USE SAME WEB PART TO SHOW
DIFFERENT STAGES AND ASPECTS OF CONTENT TYPE.
• Views are used to filter for security, functionality and relevance
• Relating one web part to another (Daisy Chain)
Relationships and
Views work
together to allow
content to be
shown to who
should be seeing it
at the time they
need to see it.
Presentation Title / Page 5

SHARED CALENDARS
OBJECTIVE: SHOW HOW SHARED CALENDARS ARE USED.
• Allows you to create a shared calendar for any content type or entity
• Hooks into outlook and overlay
Shared Calendars
created in
SharePoint, used
in Microsoft Office
Presentation Title / Page 6

WORKFLOWS, EVENT RECEIVERS, AND
TIMED SERVICES
OBJECTIVE: REVIEW DEFINITION OF AND WHEN WORKFLOWS, EVENT
RECEIVERS AND TIMED SERVICES ARE USED.
• Workflows
– SharePoint out of box
– SharePoint Designer
– Visual Studio
– Trigger when Update or Create an Item
– Users can manually start
• Event Receivers
– Only Visual Studio
– Can trigger when update, create, or delete, before or after or during the event.
– Users cannot manually start
• Timed Services
– Can be scheduled to happen in SP
Control flow and
relationships (how
content flows
through system)
Presentation Title / Page 7

BUSINESS CONNECTIVITY SERVICES
BUSINESS CONNECTIVITY SERVICES:
• Integrates completely with SharePoint. Can be combined with other data and
SharePoint Data to extend and put new functions into your systems. SharePoint out
of box
– Simple to setup and use
• Allows Users to Drill Down into related data and ask questions
• SharePoint allows you to control access to data based on who you are. Filter based
on Audience and user
Pull data into
SharePoint from
other systems, use
with other
SharePoint Data.
Presentation Title / Page 8

SHAREPOINT SEARCH
OBJECTIVE:SHOW HOW SEARCH WORKS AND IS USED
• Setup and use of search
Flexible Search
from flexible
sources displayed
flexibly
Presentation Title / Page 9

SQL REPORTING SERVICES
INTEGRATION
OBJECTIVE: SHOW HOW SSRS IS INTEGRATED WITH SHAREPOINT
• Dashboard quality reports and drill downs
• Built into SharePoint
Real Time
Reporting, pulling
from any data
source, uses
windows
authentication.
Presentation Title / Page 10

FORM SERVICES
OBJECTIVE: SHOW HOW INFOPATH INTEGRATES WITH LISTS AND
DOCUMENT LIBRARIES
• Creating Content Types with InfoPath
• Modifying List Forms with InfoPath
Forms and
InfoPath
Presentation Title / Page 11

DASHBOARDS
DASHBOARDS
• Excel Services
• Performance Point
Presentation Title / Page 12

This document summarizes the key technologies and aspects that make a SharePoint site useful. It covers content types and metadata for organizing content, using web part relationships and views to control how information is displayed, shared calendars integrated with Outlook, workflows and event receivers for automating processes, business connectivity services for integrating external data, flexible search capabilities, SQL reporting services for real-time reports, form services for customizing forms, and dashboards for visualizing key performance indicators. The overall objective is to describe how to leverage these tools to make technology useful for any organization.

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The document provides an agenda and overview for a presentation on Sage Intacct financial management and accounting software for nonprofits. It discusses challenges nonprofits face with grant management, field offices, and federal reporting compliance. It then introduces Sage Intacct and demonstrates its capabilities for grant management, reporting, billing, and other financial processes to address nonprofit needs.

2018-11-15 IT Assessment

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Kerry Mickelson from Marcum LLP presented on the importance of conducting regular IT assessments. The presentation covered topics such as industry best practices, network infrastructure, security, disaster recovery, budget reviews, and compliance. Mickelson emphasized that assessments help identify risks, ensure compliance, and improve business processes. Regular assessments also benefit IT staff by providing coaching to help address any issues.

2018-11-15 Compliance Issues

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This document summarizes a presentation about high risk compliance issues for non-profits and how to avoid them. It discusses recent regulatory updates to procurement standards, subrecipient monitoring requirements, and time and effort reporting. It provides an overview of common pitfalls organizations experience with these topics. Best practices are presented for procurement workflows, identifying subawards versus contracts, and implementing compliant time tracking systems. The role of accounting systems in supporting compliance with these areas is also addressed.

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- A CIO aligns an organization's technology with its business goals by assessing what technology the organization currently has and can do, compared to what it should have and be able to do, in order to close any gaps. - A CIO looks at people, services, software, hardware, data processing and storage, and ensures compliance, accuracy, security and opportunities from technology. - For some organizations, a CIO role is not needed full-time but provides value during times of major change or for addressing new initiatives and business needs. A CIO helps manage technology better through reporting, planning, governance and identifying opportunities.

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This document provides an overview of a presentation on systems requirements for organizations receiving federal grants and awards. The presentation covers the changing landscape of working with the federal government, system compliance requirements, requirements for foreign operations, desired features of an accounting system for non-profits, and indicators that it's time to replace an legacy system. The presenters are from Raffa, an accounting and consulting firm that works with non-profit clients.

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The document discusses a presentation about accounting software for nonprofits featuring Sage Intacct. It includes an agenda covering grant management requirements, field office accounting challenges, federal reporting and compliance, and a demo of Intacct. The presentation objectives are to identify challenges for nonprofits and how Intacct can help with grant management and accounting. Attendees are polled on their organization size, current systems, and desired improvements. Raffa is introduced as a consulting firm that supports over 1,600 nonprofits with accounting systems and other services.

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This document discusses disaster recovery and business continuity planning. It begins by noting some key compliance regulations and then defines the key differences between disaster recovery and business continuity. Disaster recovery focuses on recovering data in the event of data loss, while business continuity aims to ensure continuous business operations despite system failures or disasters. The document provides guidance on identifying critical systems, acceptable downtimes, and appropriate disaster recovery and business continuity solutions. It also stresses the importance of testing plans before disasters occur.

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The document describes an ERP and accounting systems comparison seminar hosted by Raffa, P.C. on September 20, 2018. The seminar will provide an overview of key ERP software options for mid-market organizations, including Microsoft Dynamics 365 Business Central, Sage Intacct, and JAMIS. Attendees will learn best practices for software evaluation and implementation, capabilities of leading ERP systems, and gain an understanding of the mid-market ERP landscape. The document also provides information about Raffa and their services in ERP implementations, accounting, technology solutions and more.

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How much time does your organizations spend getting data to and from critical business systems such as your donor management, association management, membership and accounting applications? What about time sheets, expense reports and payroll data? Have you made customizations to your systems that make packaged integrations difficult to work with? In this session we will share considerations, best practices and use cases from actual customer integrations that may help you tackle your next integration project.

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Join Raffa Technology & BI360 for an informative session on best practice approaches to managing your budget process beyond Microsoft Excel. Come learn how you can help your organization increase productivity, insight and decision making while decreasing the manual keying and inaccuracies inherent with Microsoft Excel. This seminar includes a presentation of the BI360 budgeting and reporting software.

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In today’s accounting environment, there is mounting pressure to run leaner while becoming more effective than ever. Meeting deadlines, reviewing or preparing reconciliations and providing support requires new approaches to mitigating errors and compromising the integrity of your SOFP and SOA. It doesn’t have to be that way. Join nonprofit industry leader Raffa, PC and BlackLine to discover a simpler way to perform your reconciliation process that allows you to focus on analysis, risk mitigation, and value creation for your organization.

2018 06-12 The Changing Role of the CIO

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Not every organization can afford to have a full time CIO on staff. But someone will be fulfilling the role, even without the title. This seminar will help you understand the role a CIO fulfills within your organization, the areas you may not be addressing without a CIO, the risks and opportunities mitigated by the presence of a CIO, and the new world of outsourced IT. Additionally, we will discuss if your organization can thrive without the latest technology, whether your IT team is doing what they should be, how your IT infrastructure measures up to best practices, and what technology you may be missing out on.

2018-05-31 A New Look for Nonprofits

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This document provides an overview and agenda for an upcoming course on the new accounting standards under FASB ASU 2016-14 for nonprofit financial statement presentation. The course will cover key changes such as consolidating net asset classes, requiring analysis of expenses by both nature and function, enhanced liquidity and investment return disclosures, and transition guidance. It outlines the objectives of the new standards to improve usefulness of nonprofit financial statements and compares current requirements to the new guidance. The document concludes with contact information for the course presenters.

2018 5-8 IT Security - What You Need to Know

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With the ever-increasing threat of viruses, security breaches, and cyber theft, it is important to understand the basics of network and internet security. In this session, you will learn how to pass the security portion of your audit and how to protect your hardware. We will also discuss security in the cloud and Privacy Laws. This class is beneficial to IT, Operations, and Administrative professionals.

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Adam Grant, in a recent Atlantic article, says it best: “People Don’t Actually Know Themselves Very Well.” Do you agree? He argues that your coworkers are much better at rating aspects of your personality than you are. Studying thousands of people at work show that coworkers are more than twice as accurate when asked to assess how stable, dependable, friendly, outgoing and curious you are. In this workshop, we will give you an opportunity to solicit feedback in advance of the workshop, reflect on feedback you’ve received, and provide a safe and confidential environment to explore your blind spots. Those blind spots may be related to the way you see yourself as a manager or leader or perhaps how you think about intergenerational differences. We’ll discuss the importance of self-awareness and provide some tools to help you integrate new knowledge about yourself in practical ways at work.

2018 4-23 The Changing Role of Today's CIO

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2018 04-17 How Much Should My Nonprofit Target for Reserves?

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Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but how much should your organization set aside? A percentage of annual budget? Three-to-six months? Our answer is: it depends. Each nonprofit is unique and can experience distinct unexpected circumstances that may affect its long-term financial health. This session, led by mark Murphy of Raffa Wealth Management, will focus on how to conduct a risk assessment that will assist your nonprofit in quantifying financial risks and opportunities. Once completed, this risk assessment aims to assist in finding the appropriate reserve level for your unique organization. Whether you are in the initial phases of creating your nest egg or revaluating longstanding reserve levels, this session is for you.

2018 03-27 Effective Corporate Performance Management Best Practices

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Help your organization make better informed decisions. Join the Raffa Technology team and Prophix to discover how best in class organizations are using financial automation to drive improved budgeting, strategic financial analysis and better business decision making. Learn how organizations are automating the financial budget process to deliver more accurate and timely information in the financial planning process.

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What's a worker’s market? Job quality and labour market tightness

Labour Market Information Council | Conseil de l’information sur le marché du travail

In a tight labour market, job-seekers gain bargaining power and leverage it into greater job quality—at least, that’s the conventional wisdom. Michael, LMIC Economist, presented findings that reveal a weakened relationship between labour market tightness and job quality indicators following the pandemic. Labour market tightness coincided with growth in real wages for only a portion of workers: those in low-wage jobs requiring little education. Several factors—including labour market composition, worker and employer behaviour, and labour market practices—have contributed to the absence of worker benefits. These will be investigated further in future work.

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1. Thrive. Grow. Achieve. SharePoint 2010 Portals Edward McGovern 3/27/2014

2. TOPICS TO COVER OBJECTIVE: DESCRIBE THE TECHNOLOGIES AND ASPECTS THAT MAKE A SHAREPOINT SITE USEFUL. • Content Type • Metadata • Web Part Relationships and Views • Shared Calendars • Workflows/Event Receivers/ Time Jobs • Business Connectivity Services • Search • SQL Reporting Services Integration • Dashboards – Simple – Excel Services – Performance Point How to make Technology useful to your organization is to use all the tools provided. Presentation Title / Page 2

3. CONTENT TYPES CONTENT TYPE • What are Content Types – Templates – Metadata • Site versus List Content Types • Inheritance of Content Types • Using Content Types in web parts to manage how users enter information and flow of information (publishing). SharePoint is a Content Management System. Its core component is the content type. Presentation Title / Page 3

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