Planning and Implementing SharePoint
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This document provides guidance on planning and implementing SharePoint. It begins with introductions of the presenters and establishes the purpose is to provide a "1000ft 'How To' guide". Key aspects covered include understanding goals, content type definitions, site structures, available functionality, and search. Five tips are provided: focus on content type definitions, exhaust out of the box functionality, minimize customization, limit web parts per page, and understand when to use different content options like pages, document libraries and sites. The document aims to help users master the process of planning and setting up an effective SharePoint solution.
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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
- 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
- 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