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Watch a recording of this presentation: https://youtu.be/CUo49JMz6do
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Putting Content in Context: Getting Information into SharePoint for Content M...Kofax
SharePoint is more than just a repository of shared documents...it is a robust platform for information management. Kofax and Gimmal provide best practices for leveraging SharePoint to manage incoming information and turning documents into actionable, meaninful content.
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• SharePoint 2010's Social Media Features
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• Avoiding Social Media Pitfalls
• Best Practices for Social Media in SharePoint 2010
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After one year of implementation, Tecnológico de Monterrey has begun the journey to a Connected Campus with Salesforce. Facing challenges such as different enrollment processes, legacy systems architecture, and 30 campuses geographically distributed throughout Mexico, it went Live on August 7, 2017 with a solution for Recruitment. Learn the methodology used to design a robust, standardized process, how specific Salesforce products have brought efficiency to admissions teams, and what is next in our CRM strategy.
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Engage Engage Engage: Lessons Learned on Community Cloud
1. Engage, Engage, Engage:
Lessons Learned on Community Cloud
Phillip Knutel, Ph.D Vice President & Chief Information Officer
Larry Fillion Director, Application Development
Ian Boyd Associate Director, Project Management Office
Peter Latvis Community Manager
2.
3. Introduction
Who regularly logs onto their alma mater’s alumni portal?
Alumni portals at Babson
What if you drove traffic & functionality through what will be your alumni portal from freshman
to senior year? Hope to form habit so they continue logging in post-graduation.
Building a Community with Communities
4. CIO Lessons Learned
What’s your ideal mix of talent?
- Build a team for long term success, but hiring and retaining talent is a challenge
- Short-term contractors
• Can be cost effective, but knowledge goes out the door & expensive if can’t wean off them
- Engage a partner with Salesforce expertise?
- Grow your proven talent from within for lower-level needs
- Data governance & common dictionary are key to short & long-term success
5. Importance of a Community Manager from the start
A fresh perspective on prior business practices
An advocate for constituents and business needs
Building consensus with representation of constituents
Preparing for launch with a team of subject experts
Lessons Learned - Community Manager
Start strong with a Community Manager in place
6. Building and maintaining a community is a group effort
Find and engage representatives from the various silos on campus
Establish partnerships for content and as engagement leaders
Involve key stakeholders and champions consistently managing expectations
Listen to users
Learn from the technology team
Lessons Learned - Community Manager
Build a community with a community
7. You should expect that a brand new community will follow a pattern
Build awareness - do users know about the community and what it does.
Simple engagement - direct users to resources and users complete simple tasks
Participation - users engage with content, and with one another
User Leadership - users seek to create their own content become more independent
Lessons Learned - Community Manager
Engagement is not instant
8. Babson Connector Integrations - Under the Hood
Understanding the Integrations
- Constituents (Alumnus,Students,Staff,Parents) need to be created/updated/inactivated in
Salesforce (Account,Contact,User) from Data Store (SQL) (username, emails, roles)
- Staff leaves, students graduate and become alums, legal name changes (HR system), ...
- Constituents Profile Data (Contact) needs to be maintained through Millennium (SQL)
- Data gets updated in Millennium and Salesforce directly
- Updated data needs to go back and forth to Millennium and Salesforce
- Campus Calendar Events. One way feed from Active Data. RSS does not deliver all the
needed information. Direct SQL was needed
9. Babson Connector Integrations - Under the Hood
Understanding the Integrations (cont.)
- Sporting Calendar Events. One way feed (http://www.babsonathletics.com) (RSS)
- Babson News (http://www.babson.edu). The SharePoint RSS does not deliver all the
needed information. (Powershell/XML/web service)
- Babson News. One way feed from multiple WordPress Sites (MySQL access is needed in
order to get all of the categorization information)
- Sporting News. One way feed (http://www.babsonathletics.com) (RSS)
10. Babson Connector Integrations - Under the Hood
Picking Technologies for the Integrations (+ Lessons Learned)
- APEX, WSDL/Java, Informatica, Jitterbit, …
- Picked Informatica for Constituents (initially Consultant, then Inhouse Developer)
- Leave time for RFP, license talks, decision, purchase, training, learning curve
11. Babson Connector Integrations - Under the Hood
Picking Technologies for the Integrations (+ Lessons Learned)
- Picked WSDL/Java for News and Events (2nd Inhouse Developer with Java experience)
- When a new Object/Field is added and needed in the feed, newly generated WSDL,
Java classes creation is needed
- Need special coding for Governor limits
- Need to handle attachments, object creation vs. updating and error handling
- Once “infrastructure” is created, adding a new News or Events source is quick
- Wanted to understand which system would work best
- Eventually, may move everything to Informatica (time and resources needed)
14. Babson Connector Integrations - Under the Hood
Building/recruiting Technical Knowledge/Talent and Lessons Learned
Picking an Enterprise ETL (Extract, Transform, Load)
- Leave time for the full RFP process (writing the RFP, which ETLs to look at, demos,
making the decision, purchasing, ...)
15. Babson Connector Integrations - Under the Hood
Building/recruiting Technical Knowledge/Talent and Lessons Learned (Cont.)
Who will do the work?
- Consultant?
- How can you evaluate the consultant if you don’t know the technology?
- Can you get this consultant for 3 hours worth of changes 6 months from now?
- Internal
- How may will be trained?
- Leave time for learning curve
- If second developer does not use the tool for 6 months, knowledge will be lost
16. Defining and Delivering
Challenges, Solutions & Lessons Learned
● Large Project - Competing Priorities
● Impacted Multiple Groups
● New Technology (to Babson at least!)
○ Communities not as widely understood
● Maintaining the “Why”
● Engaging With Stakeholders Regularly
● Building and Developing Technical Capacity
● Multiple Solutions Abounds!
17. Where are We Going?
● We’ll never be “Done”
● What can the Connector do for me?
Are We There Yet?
18. Want copy of this presentation and our contact information?
Text: BabsonTeam to 444999
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