This document provides an agenda for a SharePoint Saturday conference session on adoption tools and techniques. The session will discuss hallmarks of good adoption, roadblocks to adoption, and tools that clients have used to drive adoption. It will also cover worst practices and include a Q&A. The presenters are from Knowledge Management Associates, a Microsoft partner, and will share their experience working with SharePoint technologies for over 10 years.

1. Welcome to SharePoint Saturday—The Conference
A Decade of SharePoint Adoption
(S1A-101)
Admin – 200
Chris McNulty & Mike Gilronan
Knowledge Management Associates

2. Welcome to SharePoint Saturday—The Conference
Thank you for being a part of the first
SharePoint Saturday conference
• Please turn off all electronic devices or set them to vibrate.
• If you must take a phone call, please do so in the hall so as not
to disturb others.
• Open wireless access is available at SSID: SPSTC2011
• Feel free to “tweet and blog” during the session
• Thanks to our Diamond and Platinum Sponsors:

3. Founded 1995
10 years of delivering SharePoint solutions
Three Themes
Collaboration, Insight, Productivity
Two principal lines of business
Professional Services
SharePoint Consulting and Application Development
Software Product
Mekko Graphics advanced charting software
One Technology Stack
Pure-play Microsoft Partner

4. Chris McNulty
• KMA SharePoint Practice Lead/Manager
• Working with SharePoint technologies since
2000/2001
• 20 years consulting and financial services
technology (Santander, John Hancock, GMO,
State Street)
• MBA in Investment Management from
Boston College Carroll School of
Management
• Write and speak often on Microsoft IW
technologies (blogs & books)
• Microsoft MCSE/MCTS/MSA/MVTSP
• Hiking, cooking, playing guitar, colonial
history, photography
• My family: Hayley, three kids (16, 7, 4) and
my dog Stan

6. Mike Gilronan
• Partner at KMA, joined in 2006
• Working with SharePoint technologies since
2000/2001
• 20+ years consulting and professional
services experience
• ERP and CRM, leading to KM and custom
• Business Analysis, Training, Project and
Practice Management
• Active participant in KM, Microsoft, and
SharePoint communities
• Business user point of view
• CPA by trade, PMP by training and
experience
• Bats right, throws right

7. Two Roles
Technical Stakeholder Business Stakeholder
“Push” with some “pull” “Pull” with some “push”
Wants and Needs: Wants and Needs:
Performance Economic Justification
Security Network Effect
Compliance “My solution” becomes “Our
solution”
Adoption = Someone else’s problem Adoption = If no one else is doing it,
why should I?

8. Today’s Session, in detail
• Hallmarks of good adoption
• Roadblocks or symptoms of bad adoption
• Tools and techniques that our clients have
used to drive adoption
• Worst practices
• Q&A, Resources, Closing

9. The SharePoint Firehose

10. Enablers/Indicators
 Long uptimes
 Business users perceive
value
 No complaints, no help
desk tickets, happy users
 Measurable ROI
 Speed to Market

11. Roadblocks to Adoption
• Speed to market
• Over-governance
• Maintenance
• No/bad sponsorship
• Redundancy of content
• Too many documents
• "Field of dreams"
mentality

12. Adoption tools and techniques

13. Unique applications and solutions
• Lunch/Catering Application
• Dynamic, Targeted Content on Home Page
• Birthday List
• Today @ACME / Meeting Room Central

14. Training
• Lunch and Learn
• Formal Training
– Internal
– External site
• Product vs Solution

15. Marketing
• Branding/Naming
– First rule of SharePoint – don’t call it SharePoint!
• E.g., Nebula
• Cramerville
• Shmoogle
• BaseCamp
• Segmentation

16. Assessment
• Survey
• Administrative Tools
• Feedback mechanism
prominent on the
front page
• Visible and available
super-users or
support staff

17. Project Design
• Departmental Approach
• Steering Committee
(Cross-Functional)
• Move Fast
– Quick early successes
count more
– Drive fast, take chances!

18. Support
• SharePoint for SharePoint
• Prepare Support Teams
• Self Service
Support/Communities
• Team Leaders
Support/Decentralized
• Tech Sheets – Quick one page
tips or FAQs

19. Launch Events
• “Big event”
– Usually a breakfast
– Sometimes a lunch
– Rarely an evening
happy hour
• Gift bags/materials
– Training
– Contests and prizes,
often with a scavenger
hunt
– Public awards
– Giveaways – branded
items with tips and
helpful information
• Resources: “I Use
SharePoint”

20. Miscellaneous Motivations
Theory Y Theory X
• SLAs • Home Page Lockin
• Chargeback • Mandates
incentives • “Burn the Boats”
• Viral
Communications
• Social
Communities
• Badges

21. “Accessory After the Fact”
• 5 things to do after 3 months in production
– Usage/Search logs
– MySite self-population
– Content growth trends
– Repeat rollout training
– Re-evaluate roadmap

22. Worst Practices!
Three things to never
allow in your
SharePoint
Three things to never allow
deployment
in your SharePoint rollout…
aka
“How to squash
adoption in three
easy steps”

23. No. No, no, no.

24. Import file shares as-is

25. Introduce 100s of content types…

26. Deployment plan? Outlook…

27. Closing thoughts – Know Your Audience
• Multigenerational
• Multinational
• Multi-platform

28. Resources - General
• From Microsoft:
– SharePoint Adoption tools:
http://sharepoint.microsoft.com/iusesharepoint/landing.aspx
• From Others
– SharePoint Maturity Model (SPMaturity.com) – Noon, CN114
– Susan Hanley (susanhanley.com) – great presentation on this yesterday
• From Chris
– SPSTCDC : SharePoint Business Intelligence 11:30M CT207
– SPSTCDC: Managed Metadata and Taxonomies 3:00pm CN117
– New Jersey SharePoint User Group September 14 (Business Intelligence)
– SharePoint Saturday NH – September 24, 2011 (Business Intelligence)
– KMWorld DC October 2011 (IT)
• From KMA (www.kma-llc.net)
– Blogs, presentations, news, and events
– Monthly webinars

29. • Questions?
• Evaluations
• Contact Us
• Prizes! Follow @kmallc
for the code word!

30. Thank you!
Chris McNulty Mike Gilronan
E-mail: cmcnulty@kma-llc.net E-mail: mgilronan@kma-llc.net
Blog: http://blogs.kma- Blog: http://kmamikegil-
llc.net/microknowledge blog.kma-llc.net/
Twitter: cmcnulty2000 Twitter: mikegil
LinkedIn: LinkedIn:
http://www.linkedin.com/in/cmcn http://www.linkedin.com/in/mik
ulty egil
Online Evaluation
http://app.fluidsurveys.com/s/spstc2011-Sat-S1A-101

31. Welcome to SharePoint Saturday—The Conference
Thanks to our Sponsors
Thanks to Our Other Sponsors!

32. Photo Credits
• “Two faces” flickr photo from
heyjoewhereyougoinwiththatguninyourhand used via Creative
Commons license:
http://www.flickr.com/photos/heyjoewhereyougoingwiththatguniny
ourhand/129124058/sizes/l/in/photostream/
• “Hose contest splashes” flickr photo from DrewbieDoo used via
Creative Commons license:
http://www.flickr.com/photos/drewbiedoo/538051654/sizes/l/in/ph
otostream/
• “x y” flickr photo from Jean Hambourg used via Creative Commons
license:
http://www.flickr.com/photos/jihef/10453062/sizes/z/in/photostrea
m/
• Fight Club poster ©EnderTheThird at DeviantArt
• Mother of Navy Seal Michael Murphy (christening ship) flickr photo
from US Navy Images via Creative Commons license:
http://www.flickr.com/photos/usnavy/5710217589/sizes/o/in/photo
stream/