Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
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From my experience implementing SharePoint Solutions that Collaboration, as we know it, is focused on encouraging interaction between individuals and teams within an organization to make it successful. Projects tasked with applying this cultural shift into an integrated technical solution, however, usually start with a much narrower focus. Sponsored by executives, managers, IT, front-line staff or a combination of several stakeholders, these projects rarely have simultaneous buy-in from all. This session explores the adoption strategies for each type of stakeholder not originally vested in the projects, presents shortcuts for identifying value, and provides a roadmap for integrating features in SharePoint to enhance your long-term strategy.
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Achieving Buy In Across Your Organization - SharePoint Saturday Baltimore 2013
- 1. Achieving Organizational Buy-in Across Your Organization Adam Levithan, Senior Consultant alevithan@portalsolutions.net, @collabadam
- 2. Who Am I?
- 3. A Brief Q/A Session
- 4. AGENDA
- 5. AGENDA
- 6. AGENDA
- 13. Internet - 1971 “WWW” - 1994 Blog - 1999 My Space 2003 Facebook- 2005 Twitter - 2006
- 15. Dilip Bhatt 2000 System of Record
- 16. AIIM, 2005 E-gineer.com, 2009 System of Record/System of Engagement
- 19. Driven by the need to make decisions Select projects based on a strategic goal and broad description of success Technology is a tool to be used to drive the entire organization
- 20. Driven by the need to provide educated recomendations Provided specific strategic projects, pieces of a puzzle Focused on achieving department/team goals
- 21. Driven by the need to get work done Provided tactical projects that solve a specific set of requirements Focused on achieving personal/team goals
- 22. Driven by the need to provide solutions to all groups Provided projects based on organizational strategy Interested in solving problems through technology
- 23. AGENDA
- 24. AGENDA
- 25. AGENDA
- 27. ?
- 28. Goal Centralizing the proposal process across Business Development, Legal & Finance Departments Business Need • Reduced time and rework involved in creating proposals • Easy to find status of proposals and value of pipeline • Quick identification similar past proposals
- 30. Goal Centralizing the proposal process across Business Development, Legal & Finance Departments Business Need • Reduced time and rework involved in creating proposals • Easy to find status of proposals and value of pipeline • Quick identification similar past proposals Features • Document Templates • Automatic document tagging • Workflow based on status • SharePoint Designer created dashboards
- 31. Goal Simplify access and management of Human Resources documentation, and reduce burden on staff. Business Need • Reduce rework performed by Human Resources • Form approval status and approval tracking • Allow easy access to information for all staff • Create easy to use forms
- 33. Goal Simplify access and management of Human Resources documentation, and reduce burden on staff. Business Need • Reduce rework performed by Human Resources • Form approval status and approval tracking • Allow easy access to information for all staff • Create easy to use forms Features • Form templates with content types • Required documents within document sets • Custom forms & process workflows
- 34. Goal Ensure TPS Project runs on time and on budget Business Need • Central repository for all TPS reports • Increased transparency of project health • Centralized communication about project • Rapid on-boarding of new project team members
- 36. Goal Ensure TPS Project runs on time and on budget Business Need • Central repository for all TPS reports • Increased transparency of project health • Centralized communication about project • Rapid on-boarding of new project team members Features • Task List • Alerts
- 38. Centralize information and communications
- 39. Centralize information and communications Store and sync your documentation
- 40. Centralize information and communications Store and sync your documentation Create Site templates with tasks, workflows, calendars and custom libraries
- 41. Deep Integration with Office applications
- 42. Deep Integration with Office applications Availability of information inside and outside of the organization
- 43. Deep Integration with Office applications Availability of information inside and outside of the organization Capture ideas, answers and follow colleagues activities
- 44. Connect with people across your organization
- 45. Connect with people across your organization Discover Interests, projects and documents they’ve worked on, tagged or rated
- 46. Connect with people across your organization Discover Interests, projects and documents they’ve worked on, tagged or rated Customize search to deliver more relevant results and recommend people and documents of interess
- 47. Customize the look and feel to match your brand Streamline business processes with workflows Create custom applications
- 48. Availability of cloud our on-premise options Establish information management policies for different types of information Design custom security governance
- 49. AGENDA
- 50. AGENDA
- 51. AGENDA
- 52. Reduced time and rework involved in creating proposals Reduced time and rework HR form approval status and tracking Approval status and tracking Central repository for all TPS reports Central repository for all …
- 53. HR BD Execs IT Reduced time and rework Approval status and tracking Central repository for all … Map needs to organizations
- 54. HR BD Execs IT Reduced time and rework X X X X Approval status and tracking X X X Central repository for all … X X Map needs to organizations
- 55. Reduced time and rework Approval status and tracking Central repository for all … Community Template Automated Tagging Form templates w/ Workflow User Profile Enterprise Search Map needs features
- 56. Reduced time and rework Approval status and tracking Central repository for all … Community Template X Automated Tagging X Form templates w/ Workflow X X User Profile X Enterprise Search X X X Map needs features
- 57. Create a LONG-TERM strategy for adoption Utilize governance organizations to organically grow Dedicate business focused resources to adoption process
- 58. Ideal Roadmap
- 59. AGENDA
- 60. AGENDA
- 61. QUESTIONS
Editor's Notes
- People – how do you increase the ability of an individual in the organisation to influence others with their knowledgeProcesses – Its approach varies from organization to organization. There is no limit on the number of processesTechnology – It needs to be chosen only after all the requirements of a knowledge management initiative have been established.Or Culture –The biggest enabler of successful knowledge-driven organizations is the establishment of a knowledge-focused cultureStructure – the business processes and organisational structures that facilitate knowledge sharing Technology – a crucial enabler rather than the solution. Dilip Bhatt 2000Davenport and Prusak