The document outlines a case study of SharePoint 2010 implementation, detailing the features, challenges, and solutions tailored to a privately held oil and gas company. It discusses the approach to deployment, stakeholder involvement, and the strategic roadmap for utilizing SharePoint's capabilities such as collaboration, content management, and social networking. Key lessons learned emphasize the importance of a planned architecture, stakeholder engagement, and the necessity of iterative processes for successful implementation.

1. SharePoint 2010:
A Case Study
December 2010

2. Quick Facts
About Us Approach Partnerships
• 20th Year • Vendor Agnostic • Microsoft Gold
• Central Region Client
• Grand Rapids & • Non-reseller Experience Award Winner
Royal Oak • Professional • VMware Enterprise
• 25 Staff Services Only • Cisco Premier
• Novell Platinum
• Citrix Silver

3. Expertise
Project Management Infrastructure
Collaboration Access & Identity Management

4. CDH Talks Tech

5. Your Presenter
Doug Brower
Collaboration Service Area Lead
MCTS, MCSD
DougB@cdh.com

6. SharePoint 2010: A Case Study
Agenda
• SharePoint features and client case study
– SharePoint Features – C/D/H approach
– Client problem and project approach
– SharePoint 2010 features
– SharePoint features specific to client solution
– Client solution
– Lessons learned
• House Keeping

7. SharePoint Overview
Gartner Magic Quadrant:
• Leading Horizontal
portals
• Leading ECM
• Leading Enterprise
social software
• Leader quadrant in BI
• Etc

8. SharePoint Overview
• Collaboration – Allow teams to work
together and share information
• Portal – Personalize the user experience,
providing individuality, security, and social
networking
• Enterprise Search – Locating content
distributed across a wide range of sources
• Content Management – Document
management, records management, and
Web content management

9. SharePoint Overview
• Business Forms and Integration – Forms
and business process workflows
• Business Intelligence – Business critical
information, including server-based Excel
spreadsheets, SQL Reporting and KPI
tools, to assist in decision making process
• Social computing – SharePoint 2010 offers
a rich social computing experience for the
enterprise

10. SharePoint is Foundational
• Easy to publish and share with SharePoint
• It takes a lot of on purpose work to affect change

11. SharePoint Roadmap
• Statement of business priorities and
initiatives
• Definition of SharePoint and related
projects to implement the initiatives
• An architectural plan for implementation
over 36 months

12. Roadmap Approach
• See, Think, Draw – standard
strategic planning method
• See:
– Understand the current state, some amount of
discovery
– People
– Successes and Failures

13. Roadmap Approach - Think
• Think:
– Meetings with stakeholders
– Corporate vision - understanding and
prioritizing business goals
– Project definitions
• Business process improvement => BI
• Productivity => forms and workflow and/or Search
and/or line of business integration
• Information management => document lifecycle
• Knowledge management => search; surfacing; social
knowledge sharing

14. Roadmap approach - Draw
• Draw:
– Gap analysis
• Governance
• Project Details
• Training/People
• High level architecture - Hardware and software
– Projects to project portfolio
• Research features, scope, uncover dependencies

15. 2010 2010
POC Deployment
1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12
Search Document Management
Taxonomy FAST Search
Platform
Video Streaming New Site Design
SharePoint Backup Archive Multi‐language
Build 2010 Farm Site Analytics Exchange POC
WSS Site Migrations OCS POC
People Search Social Networking
People
New My Site
Social Analytics
Publish
Corporate News
Intranet Requirements Intranet Design / Deliver
Validation
Process
Enterprise Forms Define / Design / Deploy
Workflow Selection BI / Reporting / OBIEE Integration
Forms Dev. Standards App Testing Legacy App Strategy
3rd Party Web Parts Documentum Search Project Server
Apps
MS Access POC Migrate MS Access Apps
Identify & Plan Applications:
Office 2010
SP 2010 Offline POC Outlook 2010 POC
Client
IE 7 Mobile Calendar
Notes 8.51 & Mainsoft
Windows 7 POC and Deployment

16. SharePoint Deployment Team
• SharePoint is not something that is deployed “behind the
scenes” then rolled out without involvement outside IT
• A successful deployment will involve technical and non-
technical resources along a broad cross-section of your
company
• Deployment team should include technical subject matter
experts, and:
– Business Unit Management
– Content owners
– Early Adopters
– Administrative Staff
• Establish a governance plan to control SharePoint post-
deployment
• Don’t forget change management and training!

17. Steps Taken to Design and
Develop the Solution
• ECM
– Consumers: What information is needed to do your job (not what’s
available)
– Producers: Modification and addition of business process
– Categorize the information (metadata) for search, etc
• Social Networking
– Policies/governance/training
– Tools in place
• LOB integration / BI
– Consumers: What are we trying to accomplish or change?
– Information mapping
– SQL Views
– Data validation and cleaning
– Modification and addition of business process
– Report development
• Collaboration
– Development of several Proof of Concepts
– Modification and addition of business process

18. Case Study – The Client
• Privately held oil and gas company
• ‘Standard’ SharePoint use
• e-Mail Information sharing: Business
partners, Consultants, Employees
• Automated production instrumentation

19. Case Study – Project Goals
• Extranet for partner information
– Reduce workflow steps
– Increase accuracy
– Partner relations
• Faster access to information for employee
decision making

20. Case Study – Project Overview
Roadmap/Envisioning
1. Production Reporting
2. Sales and Marketing
3. Well Profile
4. Report Repository
5. Field Office
6. Customizable Landing Pages

21. Case Study – Project Overview
• Project structure
– Project Governance
– Project team site
• Key decisions
– Abandon the existing site
– SharePoint 2010
• Current status

22. SharePoint 2010 – Social
• People search
• Social tagging, ratings and notes
• Micro-blogging (what’s happening),
blogging
• My Newsfeed, interests and colleagues
• Organization browser
• Recommended colleagues and interests

23. SharePoint 2010 – Social
Benefits
Social networking potentials
• Shorter project cycle times
• Fewer meetings
• Lower travel expenses
• The ability to close deals faster
• Increasingly positive feedback from clients
• Retention of Gen Y employees
• Build it before it comes in the back door
Demo

24. SharePoint 2010 - Clients
• Office 2010
– Outlook social connector Demo
– PowerPoint broadcasting
– Visio workflow modeling, Visio save to
SharePoint
– InfoPath integration with list dialogs
– Word, PowerPoint, Excel co-authoring Demo
– Web Clients
• SharePoint Workspace client
• Windows 7 search federation

25. SharePoint 2010
• Enhanced search
• BCS
– Line of business integration is much more
reachable
– Full CRUD is huge
• Development Enhancements
– Windows 7 development station
– Visual Studio 2010, one click deployment
– Sandboxed solutions
– Developer dashboard

26. SharePoint 2010
• ECM
– In place records management
• Document life cycle, legal hold
– Managed metadata
• Sharing across site collections, managed keywords,
managed terms, hierarchies
• BPOS – Office365

27. Detail Comparison
Sites
Sites Communities
Communities Content
Content Search Insights Composites Service Specific
• RSS Content • People and groups • Document • Search in a single site • Integrated business • Forms libraries • Multiple Site
Syndication lists Information Panel collection intelligence • Custom non‐code Collections per
• Privacy and security • Calendars • Document Action Bar dashboards workflows customer
• Enterprise content • Key performance • Manage Site
• Audience Targeting • Email Integration • Retention and • Centralized forms
sources indicators (KPIs) Collection Features
• Site and document • Task Coordination Auditing policies management and
• Cross site‐collection • Filter web parts control and quota
aggregation • Surveys • Navigation controls
search • Off‐boarding of
• Site Manager • Document • Content publishing • Integrated flexible • Design once
• Admin and spreadsheet development model customer data
• Mobile Device Collaboration • Page Layouts Management
Support publishing • Form import wizard
• Issue Tracking • Indexing Controls • Vanity domains for
• Share manage and • Integrated non‐SSL sites only
• SharePoint sites and • Templates
• Improved Content • Phonetic Search control spreadsheets deployment model for
Documents Roll up • Tenant admin across
web parts authoring • People search • Web based business no‐code forms
• Standard Site site collections
templates • Slide Libraries intelligence using • Compatibility Checker
• Integration with • Business Data Search • Better control of
• Document excel services
SharePoint designer • Improved Wikis and (via Indexing and FQDNs
(except site backup Blogs Management Site federated query) • Data connection
• Managed path site
and restore Templates libraries
• Real time presence • FAST collections
and communication • Standard Enterprise • Report center
• Defining new custom • Improved Forms
and Publishing Site content sources • Visio Integration Technology
• Tagging (Content and
templates • Web Analytics
Expertise) • Crawling BDC Data • Improved Workflows
• Portal Site Templates • Policies, auditing and
• Rating • Relevance Features • Improved Usage • Business Document
• Site Directory compliance Analytics
Other
• Note Board • Did you mean? Workflow Support
• Colleagues and • Improved Records
membership web • Tag Cloud Repository • Query • Partial trusted
workflow actions • Project Online
parts • Activity Feed • Legal holds Recommendatio
• Access Services • Access Services
• User Profiles import • Standard Meeting Site n • Performance Point
• Metadata and
• Extranet Access Templates • Configure crawled file Services • Improved SharePoint • Configure blocked file
taxonomy
• SharePoint type • Business data web Designer type
• Anonymous Access • Content Organizer
WorkSpace • Authoritative pages parts • Sandbox Solutions • Self service site
• Multi‐lingual user • Metadata driven
interface • Hierarchical Navigation • Business data actions creation
Organization Chart • Custom Managed
• New UX • Document IDs
• Improved My Sites • BCS (read/write) Paths
• Cross Browser • Document Sets
Support (Safari, IE, FF) • Custom Installed • Roll up usage
• Office Web Apps Analytics
• Office 2010 Client • Integration with InfoPath form
integration Microsoft information templates
rights management • External Lists
(IRM)
• Site variations
• Content staging and • SharePoint 2010
deployment • Online today feature coming to On‐premises only
• Configure Information SharePoint Online
Management
*Capacity increase: 10 GB for each subscribing
company plus 500MB per user (USL).

28. Case Study – Important
SharePoint 2010 Features
• BCS
• InfoPath
• ReST, Excel Services
• Mobile Support
• BI Enhancements
• SQL SSRS R2

29. Case Study – Solution
Architecture
Priorities:
• Separate portal for now
• Create 2010 portal: Entry
screens, SSRS, minimal Excel
reports remain
• E-mail enabled document
publishing
• Mobile
• Existing site migrations
• Social
• Client
Demo

30. Case Study – Lessons Learned
• Next day’s data
– LACT issues – keep one in queue!?
– Automating manual processes – 1 out of 2 ain’t
bad
– Announcements web part –> the 25-hour day
– Manual entry cannot have usual priority
• InfoPath new item limitations
• More iterative in approach
• Partner/employee feedback is positive

31. Next Steps for Success
• Clients are going to 2010!
• Turn 2010 adoption into an opportunity to
(re)architect or add solutions
• Pause and do it more on-purpose
– Engage the business on goals
– Develop a project list, aligned with goals
– Develop a project timeline
– Measure your success

32. Thank You
Royal Oak Grand Rapids
306 S. Washington Ave. 15 Ionia SW
Suite 212 Suite 270
Royal Oak, MI 48067 Grand Rapids, MI 49503
p: (248) 546-1800 p: (616) 776-1600
www.cdh.com
(c) C/D/H 2007. All rights reserved