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SharePoint vs. DisapPoint: Taking the Narrow Less
Travelled Road
Tracy van der Schyff – AFGRI Operations Limited (Animal Feeds)
SharePoint is such a versatile product, that a monster can be built in 3 easy steps. By using a
Quality Management System as framework and well-defined business processes we’ve been able
to alleviate the strain of governance, security/permissions & user adoption. This directly affects
the selling value of SharePoint. Put the user first. If you add value – YOU WILL SUCCEED.
SharePoint vs. DisapPoint                                    Index




                     • Introduction
                     • Challenges
                     • What works
                        1. Successful team
                        2. Management System as foundation
                        3. Navigation
                        4. More with less / Have Fun
                     • Questions
                     • Yours for the taking…


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Introduction




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SharePoint vs. DisapPoint
                                                                                                              Introduction


About AFGRI
AFGRI is South Africa's leading agricultural services and foods business. We offer a wide range of physical and
intellectual inputs to farmers, producers and users of agricultural products. As a transforming force in the business of
agriculture, AFGRI offers farming clients the following services: banking, broking, logistics, trading and retail services.
We are also producers of animal feeds, poultry, proteins and oil.

About Me
I’ve been working for Animal Feeds for 6 years. 4 Years ago I was introduced to SharePoint and Quality Management. My
sole responsibility is to manage and build (quality management) solutions for the business.

In 2010 a decision was made not to upgrade from 2007 to 2010 – but to rather use the opportunity to rebuild (and
clean-up) the entire solution. In June 2011 our new Intranet was launched and I am now in the process of finalizing
Animal Feeds and rolling out the Management System Solution to the rest of AFGRI.

I’m not a ‘technical / IT person’ or an expert on legislation & guidelines. My true
passions are people, enhancing processes and building simple solutions that work.

Read more: Article on IT Web
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SharePoint vs. DisapPoint
                                                                                     Challenges



          HISTORICAL CHALLENGES (2003 / 2007 SharePoint)
          • Inadequate Hardware / Poor design
          • Poor performance
          • Issues after 2003 > 2007 upgrade
          • Not user friendly
          • Users not understanding the potential of SharePoint
          • The make-up of the project team was not representative of the business
          • Lack of Training
          • Management Support
          CURRENT CHALLENGES (2010 SharePoint)
          • Documentation
          • Change Control
          • Keeping it simple


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SharePoint vs. DisapPoint
                                                                                            Successful team


                                                       End User
                                                          Site Owner
                                                            Site Collection Administrator
                                                             Helpdesk
                                                             Developer
                                                             Farm / Server Administrator
                                                            Evangelist
                                                          Architect
                                                       Project Manager

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SharePoint vs. DisapPoint
                                                       Successful team



STEP 1
Get a successful team together

Getting the “right” people involved




          THE TEAM
is the 1st step to a successful
Project / Intranet.
This doesn’t necessarily
point towards diplomas & degrees.                      The “Wacky
                                                       / Arty One”
DON’T forget the people who know the business /
processes – people who have a passion
for what they do and can think outside
the box.
The Business KNOWS BEST!!
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SharePoint vs. DisapPoint
                                                                           Foundation




                                                        People
                                                       Business
                                                       Management System
                                                Keep it Simple
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SharePoint vs. DisapPoint                                                         Foundation

STEP 2
 Choose a guideline / standard / code which
 compliments your business




SHARE   The SharePoint Conference for Business Users   This matrix should be used as reference only.
SharePoint vs. DisapPoint                                                                                                          Foundation




  More detail:             ISO 9001 – Quality Management Systems Certification
                           ISO 13485 – Medical devices – Quality Management Systems – Requirements for regulatory purposes
                           ISO 14001 – Environmental Management Systems Certification
                           OHSAS 18001 – Occupational Health & Safety Management System Certification
                           ISO 22000 – Food Safety Management Systems Certification
                           HACCP (SANS 10330) – Hazard Analysis and Critical Control Point Systems
                           ISO 27001 – Information Security Management System Certification
                           SANS 16001 – HIV and AIDS management systems – General requirements
                           SANS 10399 – Quality Management Systems for Bus Operators
                           SANS 10240 – Certification Scheme for Auto-Glass Fitment Centres.
                           KING iii - Code of corporate governance in South Africa which is a requirement for companies listed on the
                           Johannesburg Stock Exchange

   Resources:             ISO              - http://www.iso.org/iso/home.html
                                           - http://www.praxiom.com/
                          SABS             - https://www.sabs.co.za/index.php?page=home
                          KING iii         - http://www.pwc.co.za/en/king3


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SharePoint vs. DisapPoint                                                                               Foundation

                                                                                                     Plan Do Check Act
          • Identify and analyse                               • Develop and test a
            the problem                                          potential solution
          • What do you want to
                                                                                              Most Business
            achieve?
                                                                                       Management Systems are
                                                                                      built / designed around this
                                               Plan     Do                                      principle.

                                                                                       Plan Do Check Act – PDCA

                                                                                          This is a methodical
                                                                                         approach to problem
                                                Act    Check                           solving and implementing
                                                                                                solutions.
          • Implement the                                      • Analyse and
            improved solution fully                              determine
                                                                 improvements
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                                                                                      http://www.mindtools.com/
SharePoint vs. DisapPoint                                                                           Foundation

                                                                                                Example: ISO 9001
STEP 3                                                                              Which SharePoint features
Highlight the areas that will become the checklist for your new system              can be utilized to assist with
                                                       Quality Management Systems   this requirement?
                                                                                    • Records Center
                                                                                    • Document Libraries
                                                                                    • Version Control / Alerts




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SharePoint vs. DisapPoint                                                   Foundation

                                                                         Example: ISO 14001
Which SharePoint features
can be utilized to assist with                         Environmental Management Systems
this requirement?
• Document Library for
    project plans
• Project Tasks List
• Survey to determine
    relevance / impact




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SharePoint vs. DisapPoint                                                                   Foundation

                                                                                        Example: OHSAS 18001


Occupational Health & Safety Management System

                                                       Which SharePoint features
                                                       can be utilized to assist with
                                                       this requirement?
                                                       • Document Library -
                                                           procedures
                                                       • Custom List as database
                                                           for Incident reporting
                                                       • SharePoint Designer
                                                           Workflows
                                                       • Publishing sites with
                                                       • workflow




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SharePoint vs. DisapPoint                                                                   Foundation

                                                                                        Example: ISO 22000
                                                       Which SharePoint features
 Food Safety Management Systems                        can be utilized to assist with
                                                       this requirement?
                                                       • Import spreadsheet as
                                                           list (database)
                                                       • Custom List
                                                       • Document Libraries
                                                       • Visio Process
                                                           Repository




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                             Navigation

                                                                                  Example




                                                       Intranet / Landing Page

                                                       •   Corporate look & feel?
                                                       •   Who will be working with
                                                           the Intranet?
                                                       •   What is important to
                                                           them?
                                                       •   Intranet NOT Internet
                                                       •   Keep it interesting / ‘alive’




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                        Navigation

                                                                    Behind the scenes
STEP 4
Build “navigation” to bring it all together
                                                        What do I
                                                        need to
                                                       accomplish
                                                          this?




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                 Navigation

                                                                      Example




                                                       From ± 180
                                                       libraries / lists /
                                                       calendars ˃ 10


                                                       End Result:
                                                       • Transparency
                                                       • Trends Analysis
                                                          possible




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                   Navigation

                                                                       Example




                                                       From ± 33 libraries /
                                                       lists / calendars ˃ 5

                                                       End Result:
                                                       • Transparency
                                                       • Trends Analysis
                                                          possible




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                                Navigation

                                                                                    Example


                                                       •   Processes needs to be clearly
                                                           defined and documented
                                                       •   This can be used for navigation
                                                       •   Training / induction
                                                       •   System / processes gets
                                                           audited daily – and changes
                                                           made immediately
                                                       •   Users understand where in the
                                                           process they fit in
                                                       •   The system (site) is built to
                                                           maintain and make sense – not
                                                           to impress users / make
                                                           navigation easier.
                                                       •   Do NOT try to build for easy
                                                           navigation

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SharePoint vs. DisapPoint
                                                       Questions




SHARE   The SharePoint Conference for Business Users
Yours for the taking…

•   Think small to ‘make’ big 
•   Use the PDCA Cycle
•   Without user buy-in and uptake, investment in technology is wasted.
•   Remember that even users that don’t ‘use’ the system – still influence it / are influenced
    by it – CONSIDER ALL.
•   If your Intranet only serves as a file server – you have failed.

•   “Life is short, make it amazing.” Hugh MacLeod
•   “Choose a job you love and you will never have to work a day in
    your life.” Confucius

SHARE   The SharePoint Conference for Business Users
Tracy van der Schyff
                                          AFGRI Operations Limited
                                          Quality Systems Manager (Animal Feeds)
                                          tvdschyff@afgri.co.za

                                           +27 11 063 2418 / 082 552 5022




SHARE   The SharePoint Conference for Business Users        Slide 24
Share2012

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  • 1.
  • 2. SharePoint vs. DisapPoint: Taking the Narrow Less Travelled Road Tracy van der Schyff – AFGRI Operations Limited (Animal Feeds) SharePoint is such a versatile product, that a monster can be built in 3 easy steps. By using a Quality Management System as framework and well-defined business processes we’ve been able to alleviate the strain of governance, security/permissions & user adoption. This directly affects the selling value of SharePoint. Put the user first. If you add value – YOU WILL SUCCEED.
  • 3. SharePoint vs. DisapPoint Index • Introduction • Challenges • What works 1. Successful team 2. Management System as foundation 3. Navigation 4. More with less / Have Fun • Questions • Yours for the taking… SHARE The SharePoint Conference for Business Users
  • 4. Introduction SHARE The SharePoint Conference for Business Users
  • 5. SharePoint vs. DisapPoint Introduction About AFGRI AFGRI is South Africa's leading agricultural services and foods business. We offer a wide range of physical and intellectual inputs to farmers, producers and users of agricultural products. As a transforming force in the business of agriculture, AFGRI offers farming clients the following services: banking, broking, logistics, trading and retail services. We are also producers of animal feeds, poultry, proteins and oil. About Me I’ve been working for Animal Feeds for 6 years. 4 Years ago I was introduced to SharePoint and Quality Management. My sole responsibility is to manage and build (quality management) solutions for the business. In 2010 a decision was made not to upgrade from 2007 to 2010 – but to rather use the opportunity to rebuild (and clean-up) the entire solution. In June 2011 our new Intranet was launched and I am now in the process of finalizing Animal Feeds and rolling out the Management System Solution to the rest of AFGRI. I’m not a ‘technical / IT person’ or an expert on legislation & guidelines. My true passions are people, enhancing processes and building simple solutions that work. Read more: Article on IT Web SHARE The SharePoint Conference for Business Users
  • 6. SharePoint vs. DisapPoint Challenges HISTORICAL CHALLENGES (2003 / 2007 SharePoint) • Inadequate Hardware / Poor design • Poor performance • Issues after 2003 > 2007 upgrade • Not user friendly • Users not understanding the potential of SharePoint • The make-up of the project team was not representative of the business • Lack of Training • Management Support CURRENT CHALLENGES (2010 SharePoint) • Documentation • Change Control • Keeping it simple SHARE The SharePoint Conference for Business Users
  • 7. SharePoint vs. DisapPoint Successful team End User Site Owner Site Collection Administrator Helpdesk Developer Farm / Server Administrator Evangelist Architect Project Manager SHARE The SharePoint Conference for Business Users
  • 8. SharePoint vs. DisapPoint Successful team STEP 1 Get a successful team together Getting the “right” people involved THE TEAM is the 1st step to a successful Project / Intranet. This doesn’t necessarily point towards diplomas & degrees. The “Wacky / Arty One” DON’T forget the people who know the business / processes – people who have a passion for what they do and can think outside the box. The Business KNOWS BEST!! SHARE The SharePoint Conference for Business Users
  • 9. SharePoint vs. DisapPoint Foundation People Business Management System Keep it Simple SHARE The SharePoint Conference for Business Users
  • 10. SharePoint vs. DisapPoint Foundation STEP 2 Choose a guideline / standard / code which compliments your business SHARE The SharePoint Conference for Business Users This matrix should be used as reference only.
  • 11. SharePoint vs. DisapPoint Foundation More detail: ISO 9001 – Quality Management Systems Certification ISO 13485 – Medical devices – Quality Management Systems – Requirements for regulatory purposes ISO 14001 – Environmental Management Systems Certification OHSAS 18001 – Occupational Health & Safety Management System Certification ISO 22000 – Food Safety Management Systems Certification HACCP (SANS 10330) – Hazard Analysis and Critical Control Point Systems ISO 27001 – Information Security Management System Certification SANS 16001 – HIV and AIDS management systems – General requirements SANS 10399 – Quality Management Systems for Bus Operators SANS 10240 – Certification Scheme for Auto-Glass Fitment Centres. KING iii - Code of corporate governance in South Africa which is a requirement for companies listed on the Johannesburg Stock Exchange Resources: ISO - http://www.iso.org/iso/home.html - http://www.praxiom.com/ SABS - https://www.sabs.co.za/index.php?page=home KING iii - http://www.pwc.co.za/en/king3 SHARE The SharePoint Conference for Business Users
  • 12. SharePoint vs. DisapPoint Foundation Plan Do Check Act • Identify and analyse • Develop and test a the problem potential solution • What do you want to Most Business achieve? Management Systems are built / designed around this Plan Do principle. Plan Do Check Act – PDCA This is a methodical approach to problem Act Check solving and implementing solutions. • Implement the • Analyse and improved solution fully determine improvements SHARE The SharePoint Conference for Business Users http://www.mindtools.com/
  • 13. SharePoint vs. DisapPoint Foundation Example: ISO 9001 STEP 3 Which SharePoint features Highlight the areas that will become the checklist for your new system can be utilized to assist with Quality Management Systems this requirement? • Records Center • Document Libraries • Version Control / Alerts SHARE The SharePoint Conference for Business Users
  • 14. SharePoint vs. DisapPoint Foundation Example: ISO 14001 Which SharePoint features can be utilized to assist with Environmental Management Systems this requirement? • Document Library for project plans • Project Tasks List • Survey to determine relevance / impact SHARE The SharePoint Conference for Business Users
  • 15. SharePoint vs. DisapPoint Foundation Example: OHSAS 18001 Occupational Health & Safety Management System Which SharePoint features can be utilized to assist with this requirement? • Document Library - procedures • Custom List as database for Incident reporting • SharePoint Designer Workflows • Publishing sites with • workflow SHARE The SharePoint Conference for Business Users
  • 16. SharePoint vs. DisapPoint Foundation Example: ISO 22000 Which SharePoint features Food Safety Management Systems can be utilized to assist with this requirement? • Import spreadsheet as list (database) • Custom List • Document Libraries • Visio Process Repository SHARE The SharePoint Conference for Business Users
  • 17. SharePoint vs. DisapPoint Navigation Example Intranet / Landing Page • Corporate look & feel? • Who will be working with the Intranet? • What is important to them? • Intranet NOT Internet • Keep it interesting / ‘alive’ SHARE The SharePoint Conference for Business Users
  • 18. SharePoint vs. DisapPoint Navigation Behind the scenes STEP 4 Build “navigation” to bring it all together What do I need to accomplish this? SHARE The SharePoint Conference for Business Users
  • 19. SharePoint vs. DisapPoint Navigation Example From ± 180 libraries / lists / calendars ˃ 10 End Result: • Transparency • Trends Analysis possible SHARE The SharePoint Conference for Business Users
  • 20. SharePoint vs. DisapPoint Navigation Example From ± 33 libraries / lists / calendars ˃ 5 End Result: • Transparency • Trends Analysis possible SHARE The SharePoint Conference for Business Users
  • 21. SharePoint vs. DisapPoint Navigation Example • Processes needs to be clearly defined and documented • This can be used for navigation • Training / induction • System / processes gets audited daily – and changes made immediately • Users understand where in the process they fit in • The system (site) is built to maintain and make sense – not to impress users / make navigation easier. • Do NOT try to build for easy navigation SHARE The SharePoint Conference for Business Users
  • 22. SharePoint vs. DisapPoint Questions SHARE The SharePoint Conference for Business Users
  • 23. Yours for the taking… • Think small to ‘make’ big  • Use the PDCA Cycle • Without user buy-in and uptake, investment in technology is wasted. • Remember that even users that don’t ‘use’ the system – still influence it / are influenced by it – CONSIDER ALL. • If your Intranet only serves as a file server – you have failed. • “Life is short, make it amazing.” Hugh MacLeod • “Choose a job you love and you will never have to work a day in your life.” Confucius SHARE The SharePoint Conference for Business Users
  • 24. Tracy van der Schyff AFGRI Operations Limited Quality Systems Manager (Animal Feeds) tvdschyff@afgri.co.za +27 11 063 2418 / 082 552 5022 SHARE The SharePoint Conference for Business Users Slide 24