This document provides an overview of a presentation given by Gina Montgomery on adoption tactics for SharePoint 2013. Gina Montgomery is the Vice President of Business Development for Acuvate, a global consulting firm focused on Microsoft technologies. In her presentation, she discussed common challenges with SharePoint adoption and strategies for overcoming them, including developing an end user adoption plan, governance, information architecture, and gamification techniques. The presentation included a demo of SharePoint 2013 and a question and answer session.

1. Gina Montgomery, Vice President Business Development
“Adoption Tactics: Why Your End Users and Project Managers Will
Rave Over SharePoint 2013”
Gina Montgomery – VP, Business Development
Abhishek Shanbhag – VP Business Solutions
Ron Clampitt – Strategic Account Executive
Saturday, November 2, 2013

2. sponsors
PLATINUM

3. Hi, I’m Gina!
Gina Montgomery, VP, Business Development
Gina Montgomery is the Vice President of Business
Development for North America. She is a SharePoint Evangelist
and subject matter expert in architecting SharePoint solutions.
Gina brings expertise in helping organizations maximize their
I.T. investments. Her focus has been on strategy, project
planning, analysis, best practices in software licensing, and
implementing successful business solutions. Gina is responsible
for Acuvate's New Business Development and Partner Alliances
in North America.
Twitter: @ginammontgomery
Blog: www.ginamontgomery.com
Email: gina.montgomery@acuvate.com
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SharePoint
Saturday St. Louis
SharePoint
Saturday Richmond
SharePoint
Saturday D.C.
SharePoint
Saturday L.A.
SharePoint
Saturday Silicon
Valley
SharePoint
Saturday Redmond
SharePoint
Saturday Omaha
SharePoint
Saturday Dallas Ft.
Worth

4. Who are we?
Global company, local presence
200+ clients worldwide
Strong
Microsoft focus
Awards & Recognitions
Member of
MS Solution
Board, 1
among 45
in the world
Winner of
Solution
Partner of
the Year
2011
Featured in
MS Video
Case
Studies
during WPC
Kansas
USA YorkCity
New
City
Netherlands
The Hague
UKSlough
Hyderabad
India
Bangalore
Pune
Gurgaon

5. Our Focus
SharePoint
Big Data
Adoption
Cloud
Horton works
Integration
Azure
Hadoop
Office 365
Power Pivot
Productivity
Mobility
Business Intelligence
HTML5
Windows
Phone
DQS
Win-8 App
for SAP
BI Dashboards
Data Mining

6. Tweet It!... I dare you!
@ginaMmontgomery is making us go social with
#SharePoint 2013 #SPSDFW
Follow @AcuvateSoftware for more updates

7. Why are we here?
• SharePoint is a platform that is meant to help your
organization:
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better share information
better manage business processes
better manage documents
bring the social computing aspect and improved productivity for
information workers into your work environment
– serve as a development foundation on which more business
solutions can be created.

8. Agenda
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Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of a good End User Adoption Plan
What is SharePoint governance?
What is Information Architecture?
What is gamification?
SharePoint 2013 DEMO
Review and Questions

9. Survey Questions
What version of SharePoint do you have deployed?
1. SP 2007
2. SP 2010
3. SP 2013
4. SP online
What SharePoint functions have you deployed?
1.
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Sites (portal, intranet)
Insights (BI / analytics)
Collaboration
Content management
Custom internal-facing apps
Custom external-facing apps
Search
Social

10. Survey Questions
What Adoption challenges have you faced?
1. UI isn’t friendly
2. Learning curve is too high for end users
3. No one will contribute
4. No real use cases identified for SharePoint in my organization
5. Other?

11. Agenda
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Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of a good End User Adoption Plan
What is SharePoint governance?
What is Information Architecture?
What is gamification?
SharePoint 2013 DEMO
Review and Questions

12. End User Adoption Plan
• You need one. With no vision, there is no victory!
• A documented plan will help increase the odds of a successful
SharePoint rollout.
• When a document is required that means someone really has
to think! And then get it reviewed! And that means
collaboration happens which leads to more ideas..
• Your end users should be a part of this process

13. Does your SharePoint intranet plan suffer from:
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Boring user interface?
No branding?
No dynamic content?
Poor Information Architecture?
Unidentified Governance Plan?
No Communication Plan?

15. Why do SharePoint Intranets Fail?
• Gartner surveys
say that more
than 50% of
SharePoint
implementations
fail due to poor
user adoption!

16. If you build it, will they come?
• If your users don’t know how and when to use SharePoint, they won’t!
• WIIFM?!
• Will I be more productive if I use this? Or is this just another demand from
management that won’t help me? I have too much work to do already!
• A well thought out End User Adoption plan that includes a good governance plan,
good information architecture, and some adoption incentives can help your users
understand this.

17. Agenda
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Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of a good End User Adoption Plan
What is SharePoint governance?
What is Information Architecture?
What is gamification?
SharePoint 2013 DEMO
Review and Questions

18. Considerations For Your Plan:
• Phased Rollout
Methodology
• Governance Strategy
• IA Strategy
• Communication Plan
• Rewards and
Recognition
• Training Plan

19. Agenda
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Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of a good End User Adoption Plan
What is SharePoint governance?
What is Information Architecture?
What is gamification?
SharePoint 2013 DEMO
Review and Questions

20. What is SharePoint Governance?
Governance identifies lines of ownership for the business and technical teams
and identifies who is responsible for which areas of the system. The governance
plan also establishes rules for appropriate use of the SharePoint environments.

21. Governance
• Governance is a set of roles, responsibilities, and processes that are
put in place in an enterprise to guide the development and the use
of a SharePoint solution. These techniques should also align with
the enterprise’s culture and goals while enabling teams and
individuals to effectively collaborate and share information.
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Key Words:
Enable
Collaborate
Share

22. Governance for Adoption
Step 1
Establish a governing body for the usage and management of SharePoint
environments by:
– Identifying appropriate business owners willing to provide strategic insight and
direction
– Identifying appropriate IT infrastructure to provide operational support
– Creating effective support system through proper channels of escalation for
end users
– Establishing governing usage and maintenance policies and procedures along
the way

23. Getting Started with Governance in 2013
What to Consider
Unused Sites
Social Policy
Site Management
Site Templates
Site Request
Change Request/Feedback Model – Support?
Naming Conventions
SharePoint Designer
Etc!!!
Description
What happens to unused sites?
Appropriate vs Inappropriate, Liking, Tagging,
Following, etc..
Site Owners need to know how sites will be managed.
Are they controlled? Are they managed by the IA?
Which templates are available and how will they be
used?
How will users go about asking for a new site? What
will be included in the new site (type of template,
customizations?)
How is support defined? To whom does the End User
address to get answers?
How will DBs, Servers, etc... be named? It should be
consistent.
Governing the usage of SPD for editing/designing pages
for a common look and feel

24. Agenda
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Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of a good End User Adoption Plan
What is SharePoint governance?
What is Information Architecture?
What is gamification?
SharePoint 2013 DEMO
Review and Questions

25. What is Information Architecture?
IA is your company’s way of describing, organizing and
discovering your content
The Information Architecture Institute describes IA as "the art
and science of organizing and labeling websites, intranets, online
communities and software to support usability."

26. IA tends to include the following:
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Navigation Structure
Metadata Strategy
Site Taxonomy
Search Strategy

27. IA
• Your information architecture helps users find information in
any of three scenarios:
– I know it does exist and I actually know where it is.
– I know it does exists, but I really don’t know where it is.
– I have no idea if it exists.

28. Why should I care about IA?
• Because End User Adoption relies upon this!
• Usability - Sites that lack a well-thought out IA tend to
become desolate. It is difficult to find information because
the site navigation is substandard
• Site Management/Administration - A good, thought out IA
will help address storage requirements and goals.

29. Information Architecture
• If SharePoint is difficult to use, confusing to
navigate through, and information can’t be
found quickly adoption won’t occur!

30. Agenda
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Survey
You need a plan!
Why do SharePoint Intranet’s Fail?
Components of a good End User Adoption Plan
What is SharePoint governance?
What is Information Architecture?
What is gamification?
SharePoint 2013 DEMO
Review and Questions

31. Gamification
Gamification is the use of game thinking and game mechanics in a non-game
context to engage users and solve problems
Using
Gamification
Enhance
Skill
Speed
Collaboration
By measuring
By Creating
By providing
Achievement
Competition
Status

32. Gamification
• When designed correctly, gamification has
proven to be extremely successful and
efficient in engaging people and helping them
to change behaviors, collaborate, improve
skills and solve problems.

33. demo

34. Contact Us…
Gina Montgomery
VP Business Development
gina.montgomery@acuvate.com, 913-217-0211
Thank You!
Visit
www.ACUVATE.com for more info