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HOW WE DID IT:
GreatAmerica’s Nontraditional SharePoint Site Structure
WHO WE ARE

 Largest privately-owned small ticket leasing company in
  the U.S.
 Corporate headquarters in Cedar Rapids, IA
    ◦ Offices in Marshall, MN; Moberly, MO; and Kennesaw, GA
 Founded in 1992
 Six business units:
    ◦   Office Equipment
    ◦   Communications & Data
    ◦   Automotive Repair/Distribution
    ◦   HealthCare
    ◦   Direct Programs
    ◦   Specialty Markets
 Approx. 370 employees
WENDY NEAL

 SharePoint Architect/Developer for
  GreatAmerica Leasing
 Personal Blog www.sharepointwendy.com
 Company Web Site: www.greatamerica.com
 E-mail: wneal@greatamerica.com
 Twitter: @SharePointWendy
 Contributing Author for
  NothingButSharePoint.com and
  SharePointEduTech
 Passionate about all things SharePoint:
  Branding, evangelism, governance, training,
  user adoption, user empowerment
AGENDA


▪ Brief SharePoint history
▪ Old Intranet
▪ New Intranet/collaborative environment
  ◦ SharePoint 2010 architecture/design
  ◦ Challenges we faced
▪ What’s next at GreatAmerica?
▪ Closing thoughts/advice
SHAREPOINT HISTORY

SharePoint 2007                                                   Install                                Insight Live
                                               GA University
Rollout                                                           SharePoint
                                               Go live with                        Info-Zone Beta        First phase of
Rollout to Systems                                                2010 Beta                              our collaborative
                                               our GA                              Our dealer
team; momentum                                                    Conduct proof                          environment is
                                               University site                     Extranet goes
stopped after initial                                             of concept for                         in place; soft
                                               – OOB                               to Beta
installation and no                                               Extranet                               rollout
                                               SharePoint
company-wide
                                               2007 site
rollout ensued



       2007
      2007                      2008
                               2008                       2009
                                                         2009                  2010
                                                                              2010                   2011
                                                                                                    2011               2012
                                                                                                                        2012


                        Usage Transaction                End of Term                          Info-Zone Live         GAIN Retirement
                        System                           System                               Our dealer Extranet    Currently moving
                        Go live with our                 Go live with our                     officially goes live   stuff from our old
                        Usage Transaction                End of Term                                                 Intranet (GAIN)
                        System – custom                  System – custom                                             environment
                        application built on             application built                                           piece by piece to
                        SharePoint 2007                  on SharePoint                                               SharePoint 2010
                                                         2007


                              Decision made to go forward with
                              SharePoint 2010 internally and externally
OUT WITH THE OLD
PREVIOUS INTRANET

           TIME FOR AN UPGRADE

▪   Built in ColdFusion 5
▪   Living on unsupported hardware
▪   Uses (gulp) frames!
▪   93 left navigation links?!!
▪   Hardcoded security logic
PREVIOUS INTRANET
IN WITH THE NEW
PHYSICAL ARCHITECTURE

▪ Two SharePoint 2010 farms
LOGICAL ARCHITECTURE
WHY SEPARATE SITE COLLECTIONS?


▪ Scalability concerns
  ◦ Content database size/future growth
  ◦ Easier to move site collections to different content DB
▪ Cleaner security boundaries
  ◦ Different site owners & contributors
▪ Separate administration
  ◦ Site collection admins & SharePoint Designer settings
▪ Allow different features & web parts
▪ Allow different quotas
▪ Encourage different themes, colors
CHALLENGES WE FACED


         CHALLENGE                        SOLUTION(S)
No shared navigation            •   Site directory
                                •   Channels dropdown
                                •   Insight home link
                                •   Footer links
Content types duplication       • Central content type hub to
                                  publish enterprise content types
Mass activation of features     • Axceler ControlPoint
Permissions management          • Axceler ControlPoint
Rolling up data across site     • Bamboo Cross-Site Display web
collections                       part
DEFAULT DASHBOARD
PERSONALIZED DASHBOARD
SITE DIRECTORY
SITE DIRECTORY – MORE INFO
PEOPLE DIRECTORY
SHARED LINKS

▪ Visible on every SharePoint site
   ◦ Enterprise, Team, & MySites
MYSITE - EXAMPLE
DEFAULT TEAM SITE
CUSTOMIZED SITES - EXAMPLES
A FEW STATISTICS

     SINCE GOING LIVE (SEPT. 2011)
▪ 55 team/collaboration sites
  ◦ 86 sub sites
▪ 7 Enterprise sites
  ◦ 7 sub sites
▪ 111 MySites
▪ Approx. 20 power users identified
NEXT STEPS


▪ Continue to migrate old Intranet to new
  ◦ Moving 3 high traffic items soon
▪ Company-wide training
▪ Implement changes based on feedback
  ◦ Lack of navigation confusing
  ◦ Questions regarding difference between GAIN
    and Insight, and how to find stuff
  ◦ Proposed additional navigation element that is
    unobtrusive
MEGA MENU MOCKUP
CLOSING THOUGHTS

▪ Plan, plan, plan
  ◦ Understand what all SharePoint entails
▪ Consider 3rd party tools or custom dev
▪ Create a governance plan
  ◦ Review it!
▪ Assign an owner to SharePoint
  ◦ Someone who is passionate
Thank You.

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How We Did It - GreatAmerica's Nontraditional Site Structure

  • 1. HOW WE DID IT: GreatAmerica’s Nontraditional SharePoint Site Structure
  • 2. WHO WE ARE  Largest privately-owned small ticket leasing company in the U.S.  Corporate headquarters in Cedar Rapids, IA ◦ Offices in Marshall, MN; Moberly, MO; and Kennesaw, GA  Founded in 1992  Six business units: ◦ Office Equipment ◦ Communications & Data ◦ Automotive Repair/Distribution ◦ HealthCare ◦ Direct Programs ◦ Specialty Markets  Approx. 370 employees
  • 3. WENDY NEAL  SharePoint Architect/Developer for GreatAmerica Leasing  Personal Blog www.sharepointwendy.com  Company Web Site: www.greatamerica.com  E-mail: wneal@greatamerica.com  Twitter: @SharePointWendy  Contributing Author for NothingButSharePoint.com and SharePointEduTech  Passionate about all things SharePoint: Branding, evangelism, governance, training, user adoption, user empowerment
  • 4. AGENDA ▪ Brief SharePoint history ▪ Old Intranet ▪ New Intranet/collaborative environment ◦ SharePoint 2010 architecture/design ◦ Challenges we faced ▪ What’s next at GreatAmerica? ▪ Closing thoughts/advice
  • 5. SHAREPOINT HISTORY SharePoint 2007 Install Insight Live GA University Rollout SharePoint Go live with Info-Zone Beta First phase of Rollout to Systems 2010 Beta our collaborative our GA Our dealer team; momentum Conduct proof environment is University site Extranet goes stopped after initial of concept for in place; soft – OOB to Beta installation and no Extranet rollout SharePoint company-wide 2007 site rollout ensued 2007 2007 2008 2008 2009 2009 2010 2010 2011 2011 2012 2012 Usage Transaction End of Term Info-Zone Live GAIN Retirement System System Our dealer Extranet Currently moving Go live with our Go live with our officially goes live stuff from our old Usage Transaction End of Term Intranet (GAIN) System – custom System – custom environment application built on application built piece by piece to SharePoint 2007 on SharePoint SharePoint 2010 2007 Decision made to go forward with SharePoint 2010 internally and externally
  • 7. PREVIOUS INTRANET TIME FOR AN UPGRADE ▪ Built in ColdFusion 5 ▪ Living on unsupported hardware ▪ Uses (gulp) frames! ▪ 93 left navigation links?!! ▪ Hardcoded security logic
  • 10. PHYSICAL ARCHITECTURE ▪ Two SharePoint 2010 farms
  • 12. WHY SEPARATE SITE COLLECTIONS? ▪ Scalability concerns ◦ Content database size/future growth ◦ Easier to move site collections to different content DB ▪ Cleaner security boundaries ◦ Different site owners & contributors ▪ Separate administration ◦ Site collection admins & SharePoint Designer settings ▪ Allow different features & web parts ▪ Allow different quotas ▪ Encourage different themes, colors
  • 13. CHALLENGES WE FACED CHALLENGE SOLUTION(S) No shared navigation • Site directory • Channels dropdown • Insight home link • Footer links Content types duplication • Central content type hub to publish enterprise content types Mass activation of features • Axceler ControlPoint Permissions management • Axceler ControlPoint Rolling up data across site • Bamboo Cross-Site Display web collections part
  • 17. SITE DIRECTORY – MORE INFO
  • 19. SHARED LINKS ▪ Visible on every SharePoint site ◦ Enterprise, Team, & MySites
  • 22. CUSTOMIZED SITES - EXAMPLES
  • 23. A FEW STATISTICS SINCE GOING LIVE (SEPT. 2011) ▪ 55 team/collaboration sites ◦ 86 sub sites ▪ 7 Enterprise sites ◦ 7 sub sites ▪ 111 MySites ▪ Approx. 20 power users identified
  • 24. NEXT STEPS ▪ Continue to migrate old Intranet to new ◦ Moving 3 high traffic items soon ▪ Company-wide training ▪ Implement changes based on feedback ◦ Lack of navigation confusing ◦ Questions regarding difference between GAIN and Insight, and how to find stuff ◦ Proposed additional navigation element that is unobtrusive
  • 26. CLOSING THOUGHTS ▪ Plan, plan, plan ◦ Understand what all SharePoint entails ▪ Consider 3rd party tools or custom dev ▪ Create a governance plan ◦ Review it! ▪ Assign an owner to SharePoint ◦ Someone who is passionate

Editor's Notes

  1. 93 left nav links!!
  2. Internal – didn’t need redundancy or failover
  3. No depicted -> CentralAdmin – 4th web appEnterprise sites -> Owned/managed by ITTeam sites -> Owned/managed by teams, others
  4. MegaMenu – many eCommerce sites use theseI use Balsamiq for mockupsJames Sturges – SharePoint 2010 wireframe template