SharePoint Search for the Public
     and Non Profit Sector
       Carlos Valcarcel
       Microsoft, Technical Development



       Josh Noble
       SurfRay, Director of Sales
       Author: Pro SharePoint 2010 Search
SharePoint Search Goes Public!

   Agenda
   •   Setting the Context
   •   Defining Extranets
   •   The Microsoft Offering
   •   Search Case Studies
   •   Q&A
Achieve Your Mission
SharePoint is the key to achieving Mission Driven and Data Driven Objectives

•   Build capacity
     – Raise money, volunteers, & increase public awareness
     – Connect donors and advocates with your mission
•   Increase efficiencies of data retrieval
     – Quick information retrieval across departments and affiliate organizations
     – Link cross functional work teams to both historical and real time data
•   Implement grant management systems to track and measure results
•   Track and measure programmatic and financial outcomes
     – Do your new programs result in the desired outcome?
     – Ex. Increase graduation rates, literacy, health, etc.
•   Build communities
     – Easily connect people with service providers and resource information
•   Collaborate with community partners and other NGO’s
     – How can different organizations collaborate and partner to achieve mutual goals?
     – Ex. Police collaborate with Women’s Shelters to combat domestic violence
Setting the Context
Setting the Context
                                   Community
Customers                                                Franchise Management Sites             Experts
                    Partner Portal
  Financial Management Sites for Banking Customers       Secure Network                                                 Employees
Vertical Portals
             Information        Extranets                                               Dealer Network

                                                                                        B2C      Features and functions that are Intranet-like




                                                                    Private Web
                          Isolation from anonymous internet users
                              Product Support Sites
                       Search                 Services and information for targeted audiences



    Authenticated Users
                                                              Horizontal Portals
                                                                                   Vendors      B2B                       Partners
Extranets Defined
Extranets Defined
Extranets are websites that connect
organizations to partners, vendors, and
customers—providing a secure, highly
personalized interaction with
people, information, applications and
business processes.
Why SharePoint?
                Why SharePoint?
                    Familiar Office® authoring experience
Authoring Made      Quick page creation, publishing, & language variation
     Easy
                    Easily add podcasts and streaming video



                    Connect via social networking
  Compelling        Build community and self-service
User Experience
                    Rapid content and expertise discovery


                    User-centric content management
Familiar, Unified   Rich media management
   Platform         Design flexibility for end-users, designers, and
                    developers
Microsoft Digital Marketing
        The Microsoft internet sites vision provides
      organizations with a foundation for rich digital
            experiences that enables them to:

Improve customer experiences
and broaden their customer base                Web            Web
                                              Analytics      Content

         Effectively reach new
       communities and retain
                existing donors     Collaboration     Customer         Search
                                                     Experience
      Offer their services across
      multiple media channels
                                       Application                  Social
                                       Integration                Computing
   Generate higher revenues by
    monetizing digital assets                          Digital
                                                       Assets
Start with a simple
                              query, quickly find and                Top information from
                                      explore                     Woodgrove…new market view
                                                                    report to send to clients




                                                                               Set of Customers to explore

                                                                                                             Experts to help, with
                                                                                                               availability and
                                                                             Finds customers beyond direct          rating
                                                                                terms (REIT ~ real estate)

View of information across different
      pivots, with drilldown




Immediate actions
 on selected items


                                                                                                             News and external
              Drilldown to single view with all clues about a customer:                                      opinion to monitor
        portfolio, holdings, communications, annual and quarterly customer                                   and send to clients
Social Integration




            Profile and
          Personalization




Social Bookmarks
What the Future Looks Like
                                                 DIGITAL LANDSCAPE FOR MARKETING

                           INTELLIGENCE                                    PLATFORMS                      MEDIA/ADVERTISING
                               “build insight”                         “drive engagement”                         “create demand”

Digital
                                                                Digital TV           Phone Apps
Platforms are
any platform that                             Kinect                                                      Facebook
drives
engagement with                                                   ―INTERNET SITES‖
                                           Mobile Web                                                      LinkedIn
the customer/
target audience.                                                                      Ebay.com/
                                                                 Twitter
                                                                                     Amazon.com


Internet Sites
for Enterprises


                                                                      Site Management


Site                  BUSINESS INTELLIGENCE              TECHNOLOGY MGT                  BUSINESS MGT                 DIGITAL MARKETING
Management is       Software Partners to          • Hosting                      • Governance and content         • Search Engine Opt. (SEO)
critical for        extend analytics:             • Technology governance          management & publishing        • Visual search (Bing,
Internet Site                                     • Software Partners to         • CommunityManagement              Google)
development and     • WebTrends                     extend platform over time:   • Event mgt/ Lead mgt            • Email marketing
together they       • SharePoint Dashboards       • Newsgator                    • Search results refinement      • Social Sites Pages:
represent                                                                        • Social marketing integration     Facebook, LinkedIn
                                                       • HiSoftware
business                                               • Telerik                 • Lead Management
opportunity.                                           • Nintex                  • Digital Asset Management
Serving Global Governments
Q/A & Contact Details
  Carlos Valcarcel
  Microsoft, Technical Development
     http://blogs.msdn.com/b/dark_corners/
     carlos.valcarcel@microsoft.com




  Josh Noble
  Director of Sales, Americas & Oceania
  Author: Pro SharePoint 2010 Search
     http://www.prosharepointsearch.com/
     jno@surfray.com
     @SurfRay
Additional Resources
Our SharePoint Search Video Webinars:
http://surfray.com/resources/webcasts.html

Enterprise Search Blog - New Idea Engineering
http://www.enterprisesearchblog.com/

Mikael Svenson – Tech and Me
http://techmikael.blogspot.com/

                                                          Carlos Valcarcel – Dark Corners
                                                http://blogs.msdn.com/b/dark_corners/

                                                 Michal Pisarek – SharePoint Analyst HQ
                                                 http://www.sharepointanalysthq.com/

                                                             ProSharePointSearch.com
                                                 http://www.prosharepointsearch.com/

SharePoint Search Goes Public!

  • 1.
    SharePoint Search forthe Public and Non Profit Sector Carlos Valcarcel Microsoft, Technical Development Josh Noble SurfRay, Director of Sales Author: Pro SharePoint 2010 Search
  • 2.
    SharePoint Search GoesPublic! Agenda • Setting the Context • Defining Extranets • The Microsoft Offering • Search Case Studies • Q&A
  • 3.
    Achieve Your Mission SharePointis the key to achieving Mission Driven and Data Driven Objectives • Build capacity – Raise money, volunteers, & increase public awareness – Connect donors and advocates with your mission • Increase efficiencies of data retrieval – Quick information retrieval across departments and affiliate organizations – Link cross functional work teams to both historical and real time data • Implement grant management systems to track and measure results • Track and measure programmatic and financial outcomes – Do your new programs result in the desired outcome? – Ex. Increase graduation rates, literacy, health, etc. • Build communities – Easily connect people with service providers and resource information • Collaborate with community partners and other NGO’s – How can different organizations collaborate and partner to achieve mutual goals? – Ex. Police collaborate with Women’s Shelters to combat domestic violence
  • 4.
    Setting the Context Settingthe Context Community Customers Franchise Management Sites Experts Partner Portal Financial Management Sites for Banking Customers Secure Network Employees Vertical Portals Information Extranets Dealer Network B2C Features and functions that are Intranet-like Private Web Isolation from anonymous internet users Product Support Sites Search Services and information for targeted audiences Authenticated Users Horizontal Portals Vendors B2B Partners
  • 5.
    Extranets Defined Extranets Defined Extranetsare websites that connect organizations to partners, vendors, and customers—providing a secure, highly personalized interaction with people, information, applications and business processes.
  • 6.
    Why SharePoint? Why SharePoint? Familiar Office® authoring experience Authoring Made Quick page creation, publishing, & language variation Easy Easily add podcasts and streaming video Connect via social networking Compelling Build community and self-service User Experience Rapid content and expertise discovery User-centric content management Familiar, Unified Rich media management Platform Design flexibility for end-users, designers, and developers
  • 7.
    Microsoft Digital Marketing The Microsoft internet sites vision provides organizations with a foundation for rich digital experiences that enables them to: Improve customer experiences and broaden their customer base Web Web Analytics Content Effectively reach new communities and retain existing donors Collaboration Customer Search Experience Offer their services across multiple media channels Application Social Integration Computing Generate higher revenues by monetizing digital assets Digital Assets
  • 8.
    Start with asimple query, quickly find and Top information from explore Woodgrove…new market view report to send to clients Set of Customers to explore Experts to help, with availability and Finds customers beyond direct rating terms (REIT ~ real estate) View of information across different pivots, with drilldown Immediate actions on selected items News and external Drilldown to single view with all clues about a customer: opinion to monitor portfolio, holdings, communications, annual and quarterly customer and send to clients
  • 9.
    Social Integration Profile and Personalization Social Bookmarks
  • 15.
    What the FutureLooks Like DIGITAL LANDSCAPE FOR MARKETING INTELLIGENCE PLATFORMS MEDIA/ADVERTISING “build insight” “drive engagement” “create demand” Digital Digital TV Phone Apps Platforms are any platform that Kinect Facebook drives engagement with ―INTERNET SITES‖ Mobile Web LinkedIn the customer/ target audience. Ebay.com/ Twitter Amazon.com Internet Sites for Enterprises Site Management Site BUSINESS INTELLIGENCE TECHNOLOGY MGT BUSINESS MGT DIGITAL MARKETING Management is Software Partners to • Hosting • Governance and content • Search Engine Opt. (SEO) critical for extend analytics: • Technology governance management & publishing • Visual search (Bing, Internet Site • Software Partners to • CommunityManagement Google) development and • WebTrends extend platform over time: • Event mgt/ Lead mgt • Email marketing together they • SharePoint Dashboards • Newsgator • Search results refinement • Social Sites Pages: represent • Social marketing integration Facebook, LinkedIn • HiSoftware business • Telerik • Lead Management opportunity. • Nintex • Digital Asset Management
  • 18.
  • 19.
    Q/A & ContactDetails Carlos Valcarcel Microsoft, Technical Development http://blogs.msdn.com/b/dark_corners/ carlos.valcarcel@microsoft.com Josh Noble Director of Sales, Americas & Oceania Author: Pro SharePoint 2010 Search http://www.prosharepointsearch.com/ jno@surfray.com @SurfRay
  • 20.
    Additional Resources Our SharePointSearch Video Webinars: http://surfray.com/resources/webcasts.html Enterprise Search Blog - New Idea Engineering http://www.enterprisesearchblog.com/ Mikael Svenson – Tech and Me http://techmikael.blogspot.com/ Carlos Valcarcel – Dark Corners http://blogs.msdn.com/b/dark_corners/ Michal Pisarek – SharePoint Analyst HQ http://www.sharepointanalysthq.com/ ProSharePointSearch.com http://www.prosharepointsearch.com/