Planning and implementing SharePoint

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Francois Pienaar and Philippe Morin join forces to discuss how to plan for and implement SharePoint. Related content ECMPlus ShareCoach

Technology Business

Planning and Implementing
SharePoint
Francois Pienaar Francois.Pienaar@immix.co.za
Twitter: @fhpienaar
Philippe Morin Philippe@ecmplus.co.za
Twitter: @SharePointBrew

Introductions
I’ll still kick your
butt though…
Just saying
I LOVE
SharePoint!

Francois
• Freakin serious
about SharePoint
bru!
• Important guy at
Philippe IMMIX Solutions
• Managing Member ECM + • 7.5
• 8.5 years business experience in Development, con
ECM and SharePoint figuration, manag
• International conference ement, and
attendee and speaker business
• All around cool guy experience on
SharePoint

Top Mistakes

1. Build it and they will come… Give them the tools and they’ll
collaborate.
2. Buy Rolls Royce software butIno business drive for adoption.
Why do feel so disconnected?
3. Content indexing and text search is fine.
4. Lousy site navigation.
5. No personalisation.
6. “Change management costs how much? No thanks, we’ll do training.”

Key Steps in Planning for SharePoint

Understand SharePoint first – not a solution – it’s a shell
The lay of the land – what are your objectives and
requirements
Saying “I want document management” is not a requirement, that is
quoting functionality within SharePoint
Understand the measurement criteria behind your
requirements
Finally…. map functionality to these objectives

Objectives

Best Question: What are you trying to achieve? And Why?

I know, we
need Document
Management!! For goodness
sake… Why? For
what purpose

Example

Business Objective User Objective
Increase Customer satisfaction Have pertinent information available
through lower call duration in the call all on one screen minimising my need
centre to go through multiple systems
Potential Functional Solution:
Implement appropriate DM for specific content types in back-end
Use search aggregation techniques to surface targeted content
Build single portal interface with relevant content query web parts.

In the solution we use the following SharePoint functional elements
Document Management
Search
Audiences
Targeting
etc

Recap

So why do we do business objective
planning?

Purpose of this Session

1000ft “How To” Guide for

What I’ll be covering

What is your Goal?
Where do we Start?
Mastering the HOW
5 Top Tips

What is your GOAL?

Do you live life by CHOICE or live life by
CHANCE?

Where do we Start?

Content Type
Definition

Site Template
Structure Selection User Roles

Lists, Web
Functionality Parts, Workfl Add-ins
ow

Search and
other

Where do we Start?

conte
Document Type Definition
nt

Content Type?

4. Retention
3. Workflow
2. Metadata
1. Document Template

Benefits

Maintain Metadata
Central Template Fluid Workflow
Management Configuration

Keep Content Gain Insight via
Relevant Auditing

Site Structure

Permission Group Definition
Physical Taxonomy (Structure)
Location of Functionality
Content Authors vs Consumers

My 5 Top Tips

Content Type Definition
Exhaust OOTB Functionality
Minimize Customisation
Max 3-5 Web Parts pp.
When to Use Page, Doc Lib & Site

Thanks for listening
we hope you enjoyed it
Francois.Pienaar@immix.co.za
@fhpienaar
http://za.linkedin.com/in/fhpienaar

Philippe@ecmplus.co.za
@SharePointbrew
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みなさんこんにちはこれ何文字まで入るの？40文字以下不可とか本当に意味わからないけどこれ限界文字数書いてないからマジでやばい文字数いけるんじゃないの？えこ...

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Neo4j

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20240609 QFM020 Irresponsible AI Reading List May 2024

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Planning and implementing SharePoint

1. Planning and Implementing SharePoint Francois Pienaar Francois.Pienaar@immix.co.za Twitter: @fhpienaar Philippe Morin Philippe@ecmplus.co.za Twitter: @SharePointBrew

2. Introductions I’ll still kick your butt though… Just saying I LOVE SharePoint! Francois • Freakin serious about SharePoint bru! • Important guy at Philippe IMMIX Solutions • Managing Member ECM + • 7.5 • 8.5 years business experience in Development, con ECM and SharePoint figuration, manag • International conference ement, and attendee and speaker business • All around cool guy experience on SharePoint

3. Purpose of Today

4. What is SharePoint… seriously now?

5. Top Mistakes 1. Build it and they will come… Give them the tools and they’ll collaborate. 2. Buy Rolls Royce software butIno business drive for adoption. Why do feel so disconnected? 3. Content indexing and text search is fine. 4. Lousy site navigation. 5. No personalisation. 6. “Change management costs how much? No thanks, we’ll do training.”

6. How to look @ SharePoint?

7. Key Steps in Planning for SharePoint Understand SharePoint first – not a solution – it’s a shell The lay of the land – what are your objectives and requirements Saying “I want document management” is not a requirement, that is quoting functionality within SharePoint Understand the measurement criteria behind your requirements Finally…. map functionality to these objectives

8. Objectives Best Question: What are you trying to achieve? And Why? I know, we need Document Management!! For goodness sake… Why? For what purpose

9. Example Business Objective User Objective Increase Customer satisfaction Have pertinent information available through lower call duration in the call all on one screen minimising my need centre to go through multiple systems Potential Functional Solution: Implement appropriate DM for specific content types in back-end Use search aggregation techniques to surface targeted content Build single portal interface with relevant content query web parts. In the solution we use the following SharePoint functional elements Document Management Search Audiences Targeting etc

10. Recap So why do we do business objective planning?

11. Over to you Francois

12. Purpose of this Session 1000ft “How To” Guide for

13. What I’ll be covering What is your Goal? Where do we Start? Mastering the HOW 5 Top Tips

14. What is your GOAL? Do you live life by CHOICE or live life by CHANCE?

15. Where do we Start? Content Type Definition Site Template Structure Selection User Roles Lists, Web Functionality Parts, Workfl Add-ins ow Search and other

16. Where do we Start? conte Document Type Definition nt

17. Content Type? 4. Retention 3. Workflow 2. Metadata 1. Document Template

18. Benefits Maintain Metadata Central Template Fluid Workflow Management Configuration Keep Content Gain Insight via Relevant Auditing

19. Content Type Examples

20. Metadata Navigation

21. Site Structure Permission Group Definition Physical Taxonomy (Structure) Location of Functionality Content Authors vs Consumers

22. Create / Edit Structure

23. Functionality

24. Search

25. My 5 Top Tips Content Type Definition Exhaust OOTB Functionality Minimize Customisation Max 3-5 Web Parts pp. When to Use Page, Doc Lib & Site

26. Thanks for listening we hope you enjoyed it Francois.Pienaar@immix.co.za @fhpienaar http://za.linkedin.com/in/fhpienaar Philippe@ecmplus.co.za @SharePointbrew http://www.linkedin.com/in/pmorin

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