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
sponsors
PLATINUM
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
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
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
Tweet It!... I dare you!
@ginaMmontgomery is making us go social with
#SharePoint 2013 #SPSDFW
Follow @AcuvateSoftware for more updates
Why are we here?
• SharePoint is a platform that is meant to help your
organization:
–
–
–
–

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.
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
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.
2.
3.
4.
5.
6.
7.
8.

Sites (portal, intranet)
Insights (BI / analytics)
Collaboration
Content management
Custom internal-facing apps
Custom external-facing apps
Search
Social
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?
Agenda
•
•
•
•
•
•
•
•
•

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
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
Does your SharePoint intranet plan suffer from:
•
•
•
•
•
•

Boring user interface?
No branding?
No dynamic content?
Poor Information Architecture?
Unidentified Governance Plan?
No Communication Plan?
Why do SharePoint Intranets Fail?
• Gartner surveys
say that more
than 50% of
SharePoint
implementations
fail due to poor
user adoption!
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.
Agenda
•
•
•
•
•
•
•
•
•

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

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
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.
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.

•
o
o
o

Key Words:
Enable
Collaborate
Share
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
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
Agenda
•
•
•
•
•
•
•
•
•

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
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."
IA tends to include the following:
•
•
•
•

Navigation Structure
Metadata Strategy
Site Taxonomy
Search Strategy
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.
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.
Information Architecture
• If SharePoint is difficult to use, confusing to
navigate through, and information can’t be
found quickly adoption won’t occur!
Agenda
•
•
•
•
•
•
•
•
•

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
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
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.
demo
Contact Us…
Gina Montgomery

VP Business Development
gina.montgomery@acuvate.com, 913-217-0211

Thank You!

Visit

www.ACUVATE.com for more info

SharePoint 2013 Adoption Tactics #SPSDFW

  • 1.
    Gina Montgomery, VicePresident 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.
  • 3.
    Hi, I’m Gina! GinaMontgomery, 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 • • • • • • • • 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? Globalcompany, 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 Hortonworks 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!... Idare you! @ginaMmontgomery is making us go social with #SharePoint 2013 #SPSDFW Follow @AcuvateSoftware for more updates
  • 7.
    Why are wehere? • SharePoint is a platform that is meant to help your organization: – – – – 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 • • • • • • • • • Survey You need aplan! 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 versionof SharePoint do you have deployed? 1. SP 2007 2. SP 2010 3. SP 2013 4. SP online What SharePoint functions have you deployed? 1. 2. 3. 4. 5. 6. 7. 8. Sites (portal, intranet) Insights (BI / analytics) Collaboration Content management Custom internal-facing apps Custom external-facing apps Search Social
  • 10.
    Survey Questions What Adoptionchallenges 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 • • • • • • • • • Survey You need aplan! 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 AdoptionPlan • 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 SharePointintranet plan suffer from: • • • • • • Boring user interface? No branding? No dynamic content? Poor Information Architecture? Unidentified Governance Plan? No Communication Plan?
  • 15.
    Why do SharePointIntranets Fail? • Gartner surveys say that more than 50% of SharePoint implementations fail due to poor user adoption!
  • 16.
    If you buildit, 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 • • • • • • • • • Survey You need aplan! 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 YourPlan: • Phased Rollout Methodology • Governance Strategy • IA Strategy • Communication Plan • Rewards and Recognition • Training Plan
  • 19.
    Agenda • • • • • • • • • Survey You need aplan! 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 SharePointGovernance? 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 isa 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. • o o o Key Words: Enable Collaborate Share
  • 22.
    Governance for Adoption Step1 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 withGovernance 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 • • • • • • • • • Survey You need aplan! 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 InformationArchitecture? 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 toinclude the following: • • • • Navigation Structure Metadata Strategy Site Taxonomy Search Strategy
  • 27.
    IA • Your informationarchitecture 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 Icare 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 • IfSharePoint is difficult to use, confusing to navigate through, and information can’t be found quickly adoption won’t occur!
  • 30.
    Agenda • • • • • • • • • Survey You need aplan! 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 theuse 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 designedcorrectly, 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.
  • 34.
    Contact Us… Gina Montgomery VPBusiness Development gina.montgomery@acuvate.com, 913-217-0211 Thank You! Visit www.ACUVATE.com for more info