Taming The Hoarders...Organizing Users that keep everything!

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This document discusses how SharePoint can help users who hoard content and have difficulty organizing. It provides tips for utilizing SharePoint functionality to map user needs to solutions for managing content. Specific SharePoint features are highlighted such as personal sites for individual storage, mobile access, searchability, familiar interfaces, metadata tagging, task management, and integration with Outlook and project management tools. Resources for training and third party apps that integrate with SharePoint are also listed.

Taming those Hoarders!
Organizing users who keep everything
Stephanie Donahue
@stephkdonahue

Stephanie Donahue
Managing Partner at PAITgroup
(pronounced: paaayt)
Focus
• Workflow
• Content Management
• Information Architecture
• Return on Investment
@stephkdonahue
http://www.paitgroup.com

1. Are some living areas of your home work cluttered?
2. Do you experience distress throwing away or discarding
things?
3. Do you feel unable to control the clutter in your home at
work?
4. Has compulsive buying resulted in financial difficulties?
5. Do you have trouble controlling your urges to save things?
6. If you feel this way about your content at work – you may
need to utilize SharePoint more effectively!

Discovery
Where do users hide keep
content?
Solutions
How to map their real needs
to SharePoint functionality

1. Personal space provided
2. It’s always backed up
3. In SP 2013, accessible with mobile app
(365 only)
4. Available in search results

1. Familiar look and feel
2. Still have benefits of SharePoint
3. Makes saving docs easier

1. User friendly
2. Save to SharePoint without leaving Office
3. Metadata Tagging
4. Replaces Document Info Panel

1. Tasks can be managed and delegated
2. Assists with visibility across team
3. Basic charts and KPIs
Why?
SharePoint 2013
• Project Features
• Integration with Project Client
• Outlook Sync

1. Communication
2. Help employees become comfortable with change
3. Easy scanning solutions

http://harmon.ie/integrate-sharepoint-outlook

http://www.mindjet.com/ http://www.xmind.net/

http://office.microsoft.com/en-us/sharepoint-help/training-courses-for-sharepoint-2013-HA104030990.aspx

@stephkdonahue
http://www.paitgroup.com
http://stephkdonahue.com

Email, file shares, documents, legacy systems, metadata…..it can be overwhelming. Whether you are planning a brand new SharePoint implementation, migrating from another system, or supporting the SharePoint site you already have, this presentation will help you get (and stay) organized. I will take you through some tips and tricks for organizing even the most challenging users in SharePoint: • Learn about locations that users typically hoard save their data • Learn methods to help difficult users adopt SharePoint • Review easy ways to plan your site architecture • Discuss training methods that will increase user engagement

Taming the Hoarders...Organizing Users Who Keep Everything! (Updated)

Stephanie Donahue

Email, file shares, documents, legacy systems, metadata…..it can be overwhelming. Whether you are planning a brand-new SharePoint implementation, migrating from another system, or supporting the SharePoint site you already have, this presentation will help you get (and stay) organized. I will take you through some tips and tricks for organizing even the most challenging users in SharePoint: • Learn about locations that users typically hoard save their data • Learn methods to help difficult users adopt SharePoint • Review easy ways to plan your site architecture • Discuss training methods that will increase user engagement Full webinar here: hubs.ly/H08s79N0

Taming those Hoarders, Organizing users who keep everything

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Taming the Hoarders (Updated, NACollabSummit)

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Email, file shares, documents, legacy systems, metadata…..it can be overwhelming. Whether you are planning a brand-new SharePoint implementation, migrating from another system, or supporting the SharePoint site you already have, this presentation will help you get (and stay) organized. I will take you through some tips and tricks for organizing even the most challenging users in SharePoint: Learn about locations that users typically hoard save their data Learn methods to help difficult users adopt SharePoint Review easy ways to plan your site architecture Discuss training methods that will increase user engagement

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Email, file shares, documents, legacy systems, metadata…..it can be overwhelming. Whether you are planning a brand-new SharePoint implementation, migrating from another system, or supporting the SharePoint site you already have, this presentation will help you get (and stay) organized. I will take you through some tips and tricks for organizing even the most challenging users in SharePoint: Learn about locations that users typically hoard save their data Learn methods to help difficult users adopt SharePoint Review easy ways to plan your site architecture Discuss training methods that will increase user engagement

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Taming The Hoarders...Organizing Users that keep everything!

1. Taming those Hoarders! Organizing users who keep everything Stephanie Donahue @stephkdonahue

2. Stephanie Donahue Managing Partner at PAITgroup (pronounced: paaayt) Focus • Workflow • Content Management • Information Architecture • Return on Investment @stephkdonahue http://www.paitgroup.com

3. 1. Are some living areas of your home work cluttered? 2. Do you experience distress throwing away or discarding things? 3. Do you feel unable to control the clutter in your home at work? 4. Has compulsive buying resulted in financial difficulties? 5. Do you have trouble controlling your urges to save things? 6. If you feel this way about your content at work – you may need to utilize SharePoint more effectively!

4. Discovery Where do users hide keep content? Solutions How to map their real needs to SharePoint functionality

10.

11.

12.

13. 1. Personal space provided 2. It’s always backed up 3. In SP 2013, accessible with mobile app (365 only) 4. Available in search results

14. 1. Familiar look and feel 2. Still have benefits of SharePoint 3. Makes saving docs easier

15. 1. User friendly 2. Save to SharePoint without leaving Office 3. Metadata Tagging 4. Replaces Document Info Panel

16.

17. 1. Tasks can be managed and delegated 2. Assists with visibility across team 3. Basic charts and KPIs Why? SharePoint 2013 • Project Features • Integration with Project Client • Outlook Sync

18.

19. 1. Communication 2. Help employees become comfortable with change 3. Easy scanning solutions

20. http://harmon.ie/integrate-sharepoint-outlook

21. http://www.quest.com/attachthis/

22.

23.

24. http://www.mindjet.com/ http://www.xmind.net/

25.

26.

27. http://office.microsoft.com/en-us/sharepoint-help/training-courses-for-sharepoint-2013-HA104030990.aspx

28.

29.