October 2014 MNSPUG - Member Case Study Part 2

Donald Donais
Welcome to the
Minnesota SharePoint
User Group
October 8th, 2014
Member Case Studies – Part 2
Beth Beck & Jon Rono, Trevor Huinker & Martha Flynn, Lucas Struck
http://sharepointmn.com Meeting #118

Agenda
• MNSPUG Information
• Beth Beck & Jon Rono – Connexus Energy
 Safety Dashboard & Contracts Management Solutions
• Trevor Huinker & Martha Flynn – LifeSource
 Yammer with Communication & Collaboration
• Break
• Lucas Struck
 Employee Onboarding Solution

User Group Goal / Objectives
 Develop and support a local community focused on
Microsoft SharePoint Technologies
• Educate user group members about SharePoint Technologies
• Transfer knowledge within the community
• Communicate best practices
• Introduce new products / solutions

MNSPUG Sponsors
Dedicated Sponsors
Avtex (www.avtex.com)
Microsoft (www.microsoft.com)
SharePoint User Group Support
Wrox Press (www.wrox.com)
O’Reilly (www.oreilly.com)
Annual Sponsor
Currently Looking for Sponsorships!

MN SharePoint Users Group Website
• SharePoint Resource Documents
• SharePoint Resource links
• RSS Feeds
• Meeting Schedule
• Past User Group Presentations
• Past User Group Recordings
• Sponsorship Information
• http://sharepointmn.com
• Email: sharepoint@sharepointmn.com

Social Networking
• Linked In group – The most interactive… includes job postings…
 Post Job Posting on the Jobs Discussion page
 http://www.linkedin.com/groups?gid=1878792
• Twitter tags - @MNSPUG and #MNSPUG
• Yammer – Minnesota SharePoint Users Group
 https://www.yammer.com/mnspug/
Join Us on Yammer with
some of the presenters to
ask questions about their
presentation!

Upcoming Schedule
• Next Meeting
 November 12th – SharePoint User Adoption – Feature Sarah Hasse from Best Buy and User Adoption
Panel Discussion
 Microsoft Technology Center
 Check www.SharePointMN.com for updates!
• Ongoing Schedule
 2nd Wednesday of every month
 9:00 to 11:30 am
 Microsoft Technical Center – Edina

Local and Online Events
Twin Cities PowerShell User Group – Oct 14th, 4:30 – 7:00 pm
http://www.tcposhug.com/
MindSurf Conference – October 9th, Minneapolis Convention Center (Pay to attend event)
http://www.benchmarklearning.com/Event/MindSurf/Overview.aspx
Minnesota SharePoint SharePint – Wednesday, October 29th, 4:30 pm Meet at Figlio’s in St Louis Park
SPChat through SharePoint Community – November 5th – Online
http://sharepoint-community.net/events/spchat-with-fabian-williams-on-sharepoint-hybrid-with-an-emphasis
Minnesota Women in SharePoint – Tuesday, November 18th, 4:00 pm – Location TBD
SharePoint Saturday Twin Cities – November 22nd, Normandale Community College – Registration Just
Opened!
http://spstc.com

Evaluations & Giveaways!

Presenters

Martha Flynn
• LifeSource
• Former nurse, now IT professional
• @mflynnkauth
• mflynn@life-source.org
Trevor Huinker
• Avtex Consulting
• IT Pro Consultant
• @trevorhuinker
• thuinker@avtex.com

Jon Rono
• Connexus Energy
• IT Department – Business Technology Services
• Enjoy the Outdoors (Camping, Boating, and Etc..)
• Jon.Rono@connexusenergy.com
• http://www.connexusenergy.com
Beth Beck
• Avtex Consulting
• IT Pro Consultant
• Classic car collector of ’64 Studebaker Hawk Gran Turismo (GT)
• @beargal34
• bbeck@avtex.com
• http://blog.avtex.com

Lucas Struck
• “SharePointing” for 5+ years
• Constantly changing diapers for 4
• lstruck@avtex.com
• http://sharepoint-community.net/profile/LucasStruck

Connexus Energy - Safety Dashboard &
Contracts Management Solutions

About Connexus Energy
• Connexus Energy is Minnesota's largest electric cooperative, providing
electricity and related products and services to homes and businesses in
portions of Anoka, Chisago, Hennepin, Isanti, Ramsey, Sherburne, and
Washington counties.
• Based in Ramsey, Minnesota, Connexus Energy serves over 128,000 members
and has 250 employees.
• Connexus Energy is an electric cooperative, owned by the members we serve.
• We are local – living and working alongside those we serve.
• Profits are put back into our cooperative to help run the business efficiently.
They are also returned to members through the Cash Back program.
• Our Board is made up of cooperative members who are elected by our
members in annual elections.

Increasing Productivity Using SharePoint No-
Code at Connexus Energy

CSafe Reports Dashboard Overview – Business Case
Business Case
• At Connexus Energy, Safety is a Core Value
• Ability to identify unsafe event/situation before an injury happens – “A Near Miss”
• Keep cost down, people working , and no fatalities
Requirements
• Central location to analyze all “Near Misses” company wide – Reporting
• Enter “A Near Miss” in the Field, At Home, and In the Office
• Eliminate double entry and Accuracy Issues
• Insert pictures of the situation – “Picture is worth a thousand words”
• Reduce the time required from identification to resolution

CSafe Reports Dashboard Overview – Technology Used
• Technologies Used
 SharePoint 2010 Enterprise
 InfoPath 2010
 SharePoint Designer 2010
• Workflows
• Data View Web Parts
 SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode
 Report Builder 3.0
 Microsoft Excel

CSafe
Dashboard

Report
an
Incident
or Issue

Report an Incident or Issue – Updates and Email Notification

Ranking
and
Resolution

Ranking & Resolution – Updates and Email Notification

Ranking
and
Resolution
– Lock and
Finalize

View All My
Submissions
- Legend
- Sorting
- Filtering
- Grouping

Admin View
- Link to
Reports
- Sorting
- Filtering
- Grouping

SQL Server Reports

CSafe Department Report

CSafe Severity
Report

CSafe Data Export – Part 1

CSafe Data Export – Part 2

CSafe
Report –
Subscription
(Email)

Contracts Site Overview – Business Case
Business Case
 One location for all contracts to reside (email, file drawers, doc mgmt. system & Etc…)
 Mitigating risk that can negatively impact Connexus or impact an individual is part of every
employee’s role. (Contract and Contract Attachments)
 Identify all states and relationships of a contract during its life-cycle
 Keep cost down and people working together
Requirements
• Central location for all contracts
• Eliminate document management system – Cost Savings
• Leverage existing Microsoft SharePoint platform
• Relate contracts to contract attachments
• Notification process on contract life cycles or critical events

Contracts Site Overview – Technology Used
• Technologies Used
 SharePoint 2010 Enterprise
• SharePoint List Filter Web Parts
 SharePoint Designer 2010
• Workflows
 SQL Server Reporting Services (SSRS) 2008 R2 – Integrated Mode
 Report Builder 3.0

Contracts Site

New Contract Upload
1
2
3
4

New Contract Email Notification

Critical Notification Email

Contract 30, 60 & 90-Day Expiration Email

Contracts – Attachment Relationship

Contracts – Admin Page

Contracts – Certificate of Insurance

Questions?
Thank You!

LifeSource's New Pulse Using Yammer for
Communication and Collaboration

About LifeSource
• Twin Cities-based non-profit organization dedicated to saving lives through organ
and tissue donation
• Serves nearly seven million people in communities across the Upper Midwest
• Dedicated to working with hospital and community partners to support donor
families, facilitate the donation of organs and tissues to transplant recipients and
encourage the people in these communities to register as donors

Business Need
• Move from on-premises SharePoint 2007 to SharePoint Online (Office 365)
• Employee survey showed the following:
 Need for more lateral communication, not just top down
 More communication sooner, with more information
• Geographically dispersed team-desire to maximize engagement
• Opportunity to transform our all team communication

Options Available
• SharePoint
 Announcements
 Article Pages
 Blogs
 Discussion Boards
 Newsfeed
• Yammer
 All Company Feed
 Groups
 Topics
 Private Messages

Solution
• New Intranet “eSource” that merges the Content Management System strengths
of SharePoint Online with the social computing power of Yammer into a seamless
portal that enables workers to obtain organizational information and collaborate
with others
• SharePoint Online
 Yammer embed feeds
• Yammer
 All Company feed
 Groups
 Topics

The Avtex Project Process
Design Build Deploy Accept
Design
Document the proposed approach, align requirements to the technology and design the solution
Build
Implement design and build solution
Deploy
Validate and deploy the solution to production
Accept
Gain acceptance and transition to support

Implementation
• Design
 Outcome of Envisioning sessions and Design sessions around Information Architecture, Security,
Social Computing and more
• Build
 Publishing sites and pages developed for all organizational content
 Team, Project and Workgroup collaboration sites developed to mirror old SharePoint 2007
environment prior to content migration
 Yammer network setup including Groups and Topics for previous eSource content
 Yammer embed feeds implemented on corresponding SharePoint Online sites
• Deploy
 Site owners and super users trained on both SharePoint Online and Yammer
 Content migrated from SharePoint 2007 environment to SharePoint Online using migration utility
 Old eSource content migrated manually to Yammer and tagged with appropriate Topic(s)
• Accept
 On our way there

Yammer Embed
• All Company Feed
<div id="embedded-feed"
style="height:693px;"></div>
<script
src="https://assets.yammer.com/assets/platform_emb
ed.js"></script>
<script> yam.connect.embedFeed({
container: "#embedded-feed",
network: "life-source.org",
feedType: "group",
feedId: "all",
config: {
header: false}
});
</script>
• Group Feed
feedType: “group”
feedId: “1234567”,
• Topic Feed
feedType: “topic”
feedId: “1234567”,
• Add embed code to Script Editor
Web Part

Resources Slide
• Yammer Customer Success Program
 https://about.yammer.com/customer-success-program/
• Yammer Resource Center
 https://about.yammer.com/why-yammer/resources/
• Yammer Embed
 https://developer.yammer.com/connect/
• Office 365 Customer Success Center
 http://success.office.com/
• Office 365 Resources
 http://success.office.com/resources

Break Time

Case Study – Employee Onboarding

Employee Onboarding Overview
• Manage start dates for new hires
• Provide a consistent experience for Employees
• Assign and manage tasks based on department and facility
• Increase visibility within the organization for new hires

Building Blocks
• Office 365 – SharePoint Online
• Custom List for New Employees
• Custom List for Onboarding Tasks
• Document Library for Resources
• Custom Resource Lists (Facilities and Departments)
• SharePoint Workflows (2010 and 2013)

Onboarding Home Page

Onboarding HomePage

All New Hires

New Hire Calendar

Workflow - Permissions

Workflow - Tasks

Tasks

Task List

Enhancements
Enhancement 1 – Technology Forms - InfoPath
• Create a standardized form for Technology requests that integrates into the Pre-Employment
Phase
Enhancement 2 – User Provisioning – Custom Solution
• Provide Functionality to provision new users within Office 365 directly from the portal
Enhancement 3 – Employee Reviews – Workflow and InfoPath
• Expand the scope of the solution to include ongoing yearly performance reviews for employees.
Enhancement 4 – New Employee Webpart– Search Based Webpart
• Provide a rotating webpart that shows new hires on the Portal Home Page

Last But Not Least
• Please Fill Out Evaluations
• Drawings for Giveaways
• Today’s Presenters:
• Beth Beck & Jon Rono
• Trevor Huinker & Martha Flynn
• Lucas Struck

October 2014 MNSPUG - Member Case Study Part 2

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