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Impact Your Business 
Identifying Low-Hanging Fruit for 
No-Code SharePoint 2013 Solutions 
Gina Montgomery, V-TSP, MCTS, MCP 
Microsoft Strategic Director
Introductions: 
www.ginamontgomery.com 
Gina.Montgomery@Softmart.com 
/in/ginaMMontgomery
Softmart Roots 
• Founded in 1982 
• Headquarters in USA: 
Outside Philadelphia, Pennsylvania 
• Privately Held 
• Global Reseller of Everything IT 
• Awarded Microsoft Operational 
Excellence for 7 consecutive years 
• Recipient of Microsoft Platinum Award 
4 years in a row 
• 30+ Sales Offices in U.S. 
• Microsoft Managed Cloud Services Partner 
• Microsoft Cloud Productivity Silver 
• Microsoft Cloud Platform Silver 
First to sell a 
customized 
Microsoft 
Select 
Agreement 
1993 
First to sell a 
customized 
Microsoft 
Enterprise 
Agreement 
First to sell an 1994 
extended 
Microsoft 
Enterprise 
Agreement 
2005 
Wrote the 
largest Microsoft 
Enterprise 
Agreement in the 
world for US Army 
800,000
• A survey was taken using a web-based tool by individual members of the AIIM 
community between July 05, and July 31, 2013. 
• Key Findings: 
• 28% only use SharePoint for collaboration sites and/or intranet. 
• 33% are struggling with their SharePoint implementation, and for a further 28%, progress has stalled. 
• 40% are moving forward but only 6% describe it as a “great success.” 
• 22% sought no external advice or training. 
• Only 28% took external training, and only 17% used specialist ECM consultants. 
• Most relied on general IT consultants or channel resellers. 
• The biggest on-going issues are user adoption, extending the business scope, and governance.
The Modern Workplace 
SharePoint Dev Intersections
Poor End User Adoption 
Antiquated Systems 
Smaller IT Staff 
Evergreen Update Model vs. 
Traditional Upgrade Paths 
The Consumerization of IT 
Reduced End User Productivity
Stealth IT 
Rogue IT 
Shadow IT 
People Centric IT 
Citizen Developers
Rapidly create solutions by assembling, 
connecting, and configuring the basic 
building blocks of functionality available 
in SharePoint 2013, and in many cases, 
Microsoft Office 2013!
• Calendars 
• Office Online (formally known as, OWA) 
• Co-Authoring 
• Lists 
• Libraries 
• Site Themes 
• Workflows 
• Social Features 
• Sites 
• Access 
• Excel 
• Power View/Power Pivot 
• Etc…
Getting Started: 
What problem are we trying to solve? 
How is it done today? 
What content is involved? 
Is anything tracked? 
Does anything require a form? 
Is there an approval workflow involved today? 
Who “owns” it today? 
Who interacts with it today? Does anyone else need to? 
Is this unique to this group or department? Or can this be re-used?
Getting Started: 
What problem are we trying to solve? Can it be automated with SharePoint? Do we have permission to 
build it? 
How is it done today? Map out the process/scenario. Can it be replicated in SharePoint? 
What content is involved? Documents, attachments, forms, people, other data, location, numbers, 
etc… What kind of site template, app or webpart can we use? 
Is anything tracked? Define the categories that can be translated into a SharePoint list or library 
Does anything require a form? Request to see it and re-build it with SharePoint and/or Infopath 
Is there an approval workflow involved today? Define the steps and actors of it today 
Who “owns” it today? Who is the stakeholder for this? Where would it live in SharePoint? 
Who interacts with it today? Does anyone else need to? Who needs to permissions to access it? 
Is this unique to this group or department? Or can this be re-used? Do we need to save it as a SharePoint site template for future use?
http://technet.microsoft.com/en-us/office/dn756398.aspx
@ginaMmontgomery 
www.ginamontgomery.com 
Questions?

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Impact Your Business; Identifying Low-Hanging Fruit for SharePoint 2013 No-Code Solutions

  • 1. Impact Your Business Identifying Low-Hanging Fruit for No-Code SharePoint 2013 Solutions Gina Montgomery, V-TSP, MCTS, MCP Microsoft Strategic Director
  • 2.
  • 4. Softmart Roots • Founded in 1982 • Headquarters in USA: Outside Philadelphia, Pennsylvania • Privately Held • Global Reseller of Everything IT • Awarded Microsoft Operational Excellence for 7 consecutive years • Recipient of Microsoft Platinum Award 4 years in a row • 30+ Sales Offices in U.S. • Microsoft Managed Cloud Services Partner • Microsoft Cloud Productivity Silver • Microsoft Cloud Platform Silver First to sell a customized Microsoft Select Agreement 1993 First to sell a customized Microsoft Enterprise Agreement First to sell an 1994 extended Microsoft Enterprise Agreement 2005 Wrote the largest Microsoft Enterprise Agreement in the world for US Army 800,000
  • 5.
  • 6. • A survey was taken using a web-based tool by individual members of the AIIM community between July 05, and July 31, 2013. • Key Findings: • 28% only use SharePoint for collaboration sites and/or intranet. • 33% are struggling with their SharePoint implementation, and for a further 28%, progress has stalled. • 40% are moving forward but only 6% describe it as a “great success.” • 22% sought no external advice or training. • Only 28% took external training, and only 17% used specialist ECM consultants. • Most relied on general IT consultants or channel resellers. • The biggest on-going issues are user adoption, extending the business scope, and governance.
  • 7. The Modern Workplace SharePoint Dev Intersections
  • 8. Poor End User Adoption Antiquated Systems Smaller IT Staff Evergreen Update Model vs. Traditional Upgrade Paths The Consumerization of IT Reduced End User Productivity
  • 9. Stealth IT Rogue IT Shadow IT People Centric IT Citizen Developers
  • 10.
  • 11. Rapidly create solutions by assembling, connecting, and configuring the basic building blocks of functionality available in SharePoint 2013, and in many cases, Microsoft Office 2013!
  • 12. • Calendars • Office Online (formally known as, OWA) • Co-Authoring • Lists • Libraries • Site Themes • Workflows • Social Features • Sites • Access • Excel • Power View/Power Pivot • Etc…
  • 13.
  • 14. Getting Started: What problem are we trying to solve? How is it done today? What content is involved? Is anything tracked? Does anything require a form? Is there an approval workflow involved today? Who “owns” it today? Who interacts with it today? Does anyone else need to? Is this unique to this group or department? Or can this be re-used?
  • 15. Getting Started: What problem are we trying to solve? Can it be automated with SharePoint? Do we have permission to build it? How is it done today? Map out the process/scenario. Can it be replicated in SharePoint? What content is involved? Documents, attachments, forms, people, other data, location, numbers, etc… What kind of site template, app or webpart can we use? Is anything tracked? Define the categories that can be translated into a SharePoint list or library Does anything require a form? Request to see it and re-build it with SharePoint and/or Infopath Is there an approval workflow involved today? Define the steps and actors of it today Who “owns” it today? Who is the stakeholder for this? Where would it live in SharePoint? Who interacts with it today? Does anyone else need to? Who needs to permissions to access it? Is this unique to this group or department? Or can this be re-used? Do we need to save it as a SharePoint site template for future use?
  • 16.
  • 17.

Editor's Notes

  1. The Softmart Story – Pioneers in IT Logistics For as long as Softmart has been in business – since 1982 – we have helped organizations manage their Microsoft investments. Softmart is credited with a list of firsts and recognitions in the Microsoft LAR (Large Account Reseller) world: Eight-Time Consecutive Recipient of the Microsoft Operational Excellence Award. The award is for excellence in license management. Four-Time Consecutive Recipient of the Microsoft Platinum Award. The award is for delivering market-leading operational excellence supporting Microsoft technology.  Softmart managed the largest Enterprise Agreement in the world for nine years – for the U.S. Army, more than 800,000 seats (licenses). We also manage Enterprise Agreements for companies with as few as 250 seats. Softmart was the first LAR to sign a Microsoft Enterprise Agreement in 1997. Softmart was the first LAR to sign a Microsoft Extended Enterprise Agreement in 2005. Softmart is the first and only LAR to sign two Academic Enterprise Agreements.   Softmart employs one of the most experienced and knowledgeable Microsoft dedicated staffs in the I.T. industry. More than 90% of our Sales Force is Microsoft Certified Professionals.