The Connection Between Metadata, Social Tools, and Personal Productivity

• The productivity dilemma

• The evolution of the Information Worker

• Why social is important to the enterprise

• How metadata and social improve productivity

Christian Buckley,
Director of Product Evangelism at Axceler

• Microsoft MVP for SharePoint Server

• Prior to Axceler, worked for Microsoft, part of the Microsoft
Managed Services team (now Office365-Dedicated) and worked
as a consultant in the areas of software, supply chain, grid
technology, and collaboration

• Co-founded and sold a software company to Rational Software.
At E2open, helped design, build, and deploy a SharePoint-like
collaboration platform (Collaboration Manager), onboarding
numerous high-tech manufacturing companies, including
Hitachi, Matsushita, Cisco, and Seagate

• Co-authored „Microsoft SharePoint 2010: Creating and
Implementing Real-World Projects‟ link (MS Press, March 2012)
and 3 books on software configuration management.

• Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com

Published 2012 by Microsoft Press
Order your copy at http://oreil.ly/qC4loT

Tackle 10 common business problems with
proven SharePoint solutions:
• Set up a help desk solution to track service requests
• Build a modest project management system
• Design a scheduling system to manage resources
• Create a site to support geographically dispersed teams
• Implement a course registration system
• Build a learning center with training classes and
resources
• Design a team blog platform to review content
• Create a process to coordinate RFP responses
• Set up a FAQ system to help users find answers quickly
• Implement a cost-effective contact management system

Improving Collaboration since 2007
• Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
• Delivered award-winning administration and migration
software since 1994, for SharePoint since 2007
• Over 3,000 global customers

Dramatically improve the management
of SharePoint
• Innovative products that improve security, scalability,
reliability, “deployability”
• Making IT more effective and efficient and lower the total
cost of ownership

Focus on solving specific SharePoint
problems (Administration & Migration)
• Coach enterprises on SharePoint best practices
• Give administrators the most innovative tools available
• Anticipate customers’ needs
• Deliver best of breed offerings
• Stay in lock step with SharePoint development and market trends

How productive are your
end users on SharePoint?

Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

Perceived
usefulness

External Personal Actual
Intent
variables attitude system use

Simple
To use

Source: @JussiMori

Idea:
The business dynamics of how
Information Workers capture,
consume, and interact with data
are changing

Why is the Information
Worker role changing?

Idea:
Metadata is fundamental to
making social, knowledge
management, and
SharePoint work

In Biology, taxonomy is the science dealing with the description,
identification, naming, and classification of organisms. “however, the
term is now applied in a wider, more general sense and now may refer to
a classification of things, as well as to the principles underlying such a
classification.”

“Metadata provides context for data. Metadata is used to facilitate the
understanding, characteristics, and management usage of data. The
metadata required for effective data management varies with the type of
data and context of use.”
Wikipedia.org

End Users

Search
Governance

Social Media

Taxonomy Folksonomy

Metadata

CENTRALIZED DECENTRALIZED
• Site architecture is centrally controlled • Site architecture is ad-hoc
• Metadata is always applied to content • Metadata may not be applied to content
• Site Columns and Content Types are created at site • Columns are created on lists
collection root • Columns are combined in an ad-hoc basis on each list
• Lists get “bundles” of columns
PROS
PROS • Requires no planning
• Improves consistency • Requires little upfront effort
• Reduces metadata duplication • Works across site collections and portals
•
•
Easy to update
Easy to support and train on
CONS
• Allows document-level DIP, Workflow, Information • Decreases consistency
Policies, and document templates • Increases metadata duplication
• Hard to update
CONS • Hard to support and train on
• Requires planning • Only allows list-level Workflow, Information Policies
• Requires upfront work and document templates
• Hard to manage across site collections and portals • Difficult to reverse

Users

My Site

Corporate Departments Teams

Empowerment
Email Cell Twitter Blog
cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net

Taxonomy
Department
Title
Role
Status
Approval

Folksonomy
Project
Definition
Correlated projects

Idea:
Social tools are just another
layer of the search experience

“Social media is media designed to be disseminated through social
interaction, created using highly accessible and scalable publishing
techniques. Social media uses Internet and web-based technologies to
transform broadcast media monologues (one-to-many) into social
media dialogues (many-to-many).

It supports the democratization of knowledge and
information, transforming people from content consumers into
content producers.”
Wikipedia.org

Your team wants social for the
enterprise, but what does that
really mean?
Good question

your own vocabulary

your intimate knowledge

correlate discovered content

Taxonomy Folksonomy
• Paper • Paper
• Airplane • Flight
• White • Airplane
• Toy • Design
• White
• Toy
• Origami
• Technique
• Distance

taxonomy
folksonomy

Opportunity to improve global search

Another example, this time
within SharePoint 2010, because
I want to be thorough…

Idea:
Organizations don‟t understand,
much less track and measure,
user productivity

What are you doing to make
your end users productive?

cbuck@axceler.com
@buckleyplanet
www.Axceler.com
presentations
blog
book
governance4hybrid Order your copy at http://oreil.ly/qC4loT

Additional Resources
The Heretics Guide to Best Practices, Paul Culmsee
http://hereticsguidebooks.com
On The Importance of Metadata, Craig Mullins http://bit.ly/cOWp2F
Enabling Social Media through Metadata http://slidesha.re/gdjoaz
Managed Metadata in SharePoint 2010, Scott Singleton
http://slidesha.re/hNPeAQ
The Battle for Metadata in SharePoint 2010, Michal Pisarek http://bit.ly/g7vFWN
5 Steps of a Successful SharePoint Site Transformation http://bit.ly/eB6qbN
Creating Passionate Users, Kathy Sierra http://headrush.typepad.com/

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