In May, Microsoft launched its highly anticipated SharePoint 2010. As you would expect, the new version is equipped with an assortment of new features and enhancements.
But what can you really expect? Is it really worth deploying now or should you hold off for a while longer?
View the slide deck, presented in December as part of C/D/H's Technology Briefing Series, and find out more about a real-world SharePoint 2010 success story. Learn why the client chose to move forward with SharePoint 2010, what they experienced during deployment, and the pros of cons of the new version.
Contact C/D/H for more information about this and other SharePoint topics â or check our blog at www.cdhtalkstech.com for tips on SharePoint and other technologies.
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
6. SharePoint 2010: A Case Study
Agenda
⢠SharePoint features and client case study
â SharePoint Features â C/D/H approach
â Client problem and project approach
â SharePoint 2010 features
â SharePoint features specific to client solution
â Client solution
â 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 â Allow teams to work
together and share information
⢠Portal â Personalize the user experience,
providing individuality, security, and social
networking
⢠Enterprise Search â Locating content
distributed across a wide range of sources
⢠Content Management â Document
management, records management, and
Web content management
9. SharePoint Overview
⢠Business Forms and Integration â Forms
and business process workflows
⢠Business Intelligence â Business critical
information, including server-based Excel
spreadsheets, SQL Reporting and KPI
tools, to assist in decision making process
⢠Social computing â 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 â standard
strategic planning method
⢠See:
â Understand the current state, some amount of
discovery
â People
â Successes and Failures
13. Roadmap Approach - Think
⢠Think:
â Meetings with stakeholders
â Corporate vision - understanding and
prioritizing business goals
â 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:
â Gap analysis
⢠Governance
⢠Project Details
⢠Training/People
⢠High level architecture - Hardware and software
â Projects to project portfolio
⢠Research features, scope, uncover dependencies
16. SharePoint Deployment Team
⢠SharePoint is not something that is deployed âbehind the
scenesâ 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:
â Business Unit Management
â Content owners
â Early Adopters
â Administrative Staff
⢠Establish a governance plan to control SharePoint post-
deployment
⢠Donât forget change management and training!
17. Steps Taken to Design and
Develop the Solution
⢠ECM
â Consumers: What information is needed to do your job (not whatâs
available)
â Producers: Modification and addition of business process
â Categorize the information (metadata) for search, etc
⢠Social Networking
â Policies/governance/training
â Tools in place
⢠LOB integration / BI
â Consumers: What are we trying to accomplish or change?
â Information mapping
â SQL Views
â Data validation and cleaning
â Modification and addition of business process
â Report development
⢠Collaboration
â Development of several Proof of Concepts
â Modification and addition of business process
18. Case Study â The Client
⢠Privately held oil and gas company
⢠âStandardâ SharePoint use
⢠e-Mail Information sharing: Business
partners, Consultants, Employees
⢠Automated production instrumentation
19. Case Study â Project Goals
⢠Extranet for partner information
â Reduce workflow steps
â Increase accuracy
â Partner relations
⢠Faster access to information for employee
decision making
20. Case Study â 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 â Project Overview
⢠Project structure
â Project Governance
â Project team site
⢠Key decisions
â Abandon the existing site
â SharePoint 2010
⢠Current status
22. SharePoint 2010 â Social
⢠People search
⢠Social tagging, ratings and notes
⢠Micro-blogging (whatâs happening),
blogging
⢠My Newsfeed, interests and colleagues
⢠Organization browser
⢠Recommended colleagues and interests
23. SharePoint 2010 â 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
â Outlook social connector Demo
â PowerPoint broadcasting
â Visio workflow modeling, Visio save to
SharePoint
â InfoPath integration with list dialogs
â Word, PowerPoint, Excel co-authoring Demo
â Web Clients
⢠SharePoint Workspace client
⢠Windows 7 search federation
25. SharePoint 2010
⢠Enhanced search
⢠BCS
â Line of business integration is much more
reachable
â Full CRUD is huge
⢠Development Enhancements
â Windows 7 development station
â Visual Studio 2010, one click deployment
â Sandboxed solutions
â Developer dashboard
26. SharePoint 2010
⢠ECM
â In place records management
⢠Document life cycle, legal hold
â Managed metadata
⢠Sharing across site collections, managed keywords,
managed terms, hierarchies
⢠BPOS â Office365
28. Case Study â Important
SharePoint 2010 Features
⢠BCS
⢠InfoPath
⢠ReST, Excel Services
⢠Mobile Support
⢠BI Enhancements
⢠SQL SSRS R2
29. Case Study â 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 â Lessons Learned
⢠Next dayâs data
â LACT issues â keep one in queue!?
â Automating manual processes â 1 out of 2 ainât
bad
â Announcements web part â> the 25-hour day
â 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
â Engage the business on goals
â Develop a project list, aligned with goals
â Develop a project timeline
â 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