This document discusses common challenges and bad practices when using SharePoint as well as alternative approaches. Some key bad practices discussed include lack of planning, governance, documentation, and following development best practices. The document recommends establishing governance, planning, architecture, and documentation guidelines upfront. It also emphasizes the importance of communication, training, and gathering user feedback for success.
SharePoint Lists: Used, Abused and UnderappreciatedWes Preston
Lists are used as the core of many things SharePoint but they are rarely used as well as they can be. Learn the top tips and tricks for getting the most of your lists: How to build them smarter, how to display them more clearly, and how to use them in your environment for effectively. Also see how these practices evolve from 2007 to 2010.
Trying to answer the question “Where’s the data?” in the context of Information Management projects which involve
packaged applications can be frustrating and time-consuming.
This white paper offers insight into why the traditional methods are not effective and an alternative software based approach to solving the problem.
CORE: Cognitive Organization for Requirements ElicitationScott M. Confer
Orbitz.com ia case study poster describes a rules-based soft systems methodology for collaborative decision-making: Cognitive Organization for Requirements Elicitation (CORE). The case study is of a specific project to develop features for the Orbitz.com leisure travel site. For this project, the information architect was faced with a need to rapidly develop specifications for the new features. Produced in the absence of use cases, functional requirements, or business requirements these new specifications had to be both culturally and technically acceptable, and meet changing business and user needs.
Presentation to BA World conference, Ottawa Ontario, Nov 2010.
What to look for in your toolkit and how to choose the tools that meet your needs?
This presentation looks at the different types of tools that are available to BAs, and how each can best be leveraged for the various BA artifacts and techniques. You’ll learn about the problems that can be encountered using standard office tools, and some features of BA-focused tools that can help increase your productivity. You’ll be provided with some key requirements to consider when choosing the tools for your BA toolkit, and some caveats to watch out for when assessing BA tools.
This booklet covers Step 2 Structuring Information of the five-step documentation process (Step 1 – Capturing Information, Step 2 – Structuring Information, Step 3 – Presenting Information, Step 4 –Communicating Information, Step 5 – Storing and Maintaining Information). This booklet provides some basic tips, techniques, approaches and exercises for understanding and practicing how to structure information effectively.
SharePoint End User Training and Adoption Strategies - SP IntersectionAsif Rehmani
Lots of thoughts and ideas regarding how to get end users interested and adopt SharePoint. Without usage, our efforts designing SharePoint solutions would be worthless.
SharePoint Lists: Used, Abused and UnderappreciatedWes Preston
Lists are used as the core of many things SharePoint but they are rarely used as well as they can be. Learn the top tips and tricks for getting the most of your lists: How to build them smarter, how to display them more clearly, and how to use them in your environment for effectively. Also see how these practices evolve from 2007 to 2010.
Trying to answer the question “Where’s the data?” in the context of Information Management projects which involve
packaged applications can be frustrating and time-consuming.
This white paper offers insight into why the traditional methods are not effective and an alternative software based approach to solving the problem.
CORE: Cognitive Organization for Requirements ElicitationScott M. Confer
Orbitz.com ia case study poster describes a rules-based soft systems methodology for collaborative decision-making: Cognitive Organization for Requirements Elicitation (CORE). The case study is of a specific project to develop features for the Orbitz.com leisure travel site. For this project, the information architect was faced with a need to rapidly develop specifications for the new features. Produced in the absence of use cases, functional requirements, or business requirements these new specifications had to be both culturally and technically acceptable, and meet changing business and user needs.
Presentation to BA World conference, Ottawa Ontario, Nov 2010.
What to look for in your toolkit and how to choose the tools that meet your needs?
This presentation looks at the different types of tools that are available to BAs, and how each can best be leveraged for the various BA artifacts and techniques. You’ll learn about the problems that can be encountered using standard office tools, and some features of BA-focused tools that can help increase your productivity. You’ll be provided with some key requirements to consider when choosing the tools for your BA toolkit, and some caveats to watch out for when assessing BA tools.
This booklet covers Step 2 Structuring Information of the five-step documentation process (Step 1 – Capturing Information, Step 2 – Structuring Information, Step 3 – Presenting Information, Step 4 –Communicating Information, Step 5 – Storing and Maintaining Information). This booklet provides some basic tips, techniques, approaches and exercises for understanding and practicing how to structure information effectively.
SharePoint End User Training and Adoption Strategies - SP IntersectionAsif Rehmani
Lots of thoughts and ideas regarding how to get end users interested and adopt SharePoint. Without usage, our efforts designing SharePoint solutions would be worthless.
10 Reasons to Avoid Folders in SharePoint 2013/2010Bobby Chang
Maximize your SharePoint investment and find out why you need to avoid folders and start leveraging the Enterprise Content Management features in SharePoint 2013 and 2010. (For new perspectives in SharePoint modern document library, check out http://www.slideshare.net/bobbyschang/to-folder-or-not-sharepoint).
This presentation outlines the shortcomings of folders and explore such alternatives as Custom Columns, Views, Key Filters, Managed Metadata, Content Type, and Document Set.
View a recording of the session here: https://www.youtube.com/watch?v=0tDmGhIljmQ
Don't be deceived by the simplified experience of managing SharePoint permissions! What appears to be harmless could tailspin to a giant mess, requiring massive cleanup. This presentation walks through real-world scenarios and pitfalls of permissions administrations, so you could learn from the mistakes of others and not end up digging yourself into a SharePoint permissions hole.
View a recording of the session here: https://www.youtube.com/watch?v=Poh4zxHTNvw
Slide from my webinar. A walkthru of the Top 10 productivity features in SharePoint 2013. I explain why a productivity focus is important, and compelling reasons to move to SP2013.
Avoiding Failed Deployments Part 2 Interactive Discussion by Joel OlesonJoel Oleson
I had so much content I couldn't include in my keynote and so much I wanted to talk about. I put together a second deck to cover those further details around team forming, process to become a SharePoint Rockstar, and so on. The pictures helped encourage more stories and pull out customer experiences. (Best experienced with Joel)
SharePoint as a Business Platform Why, What and How? – No Codedox42
"SharePoint as a Business Platform
Why, What and How? – No Code"
Im Vortrag von Jean-François Saint-Pierre von Evolusys erfahren Sie mehr über das nahtlose Zusammenspiel von SharePoint und dox42.
24.09.2014, Swiss SharePoint Club Genf
IIBA OO - Is a business analyst required for SharePoint projects?John Calvert
SharePoint offers the promise of instant functionality for all sorts of business needs: collaboration, document management, Internet/intranet web content management, search, business intelligence, etc. In addition there are seemingly endless possibilities for configuration and customization, much of it easily accessible to business and power users. Do SharePoint deployments and customizations need formal requirements gathering, business modeling, and functional analysis as part of the project plan? Or is it all about the technical infrastructure and IT configuration? Let’s discuss some real-world project scenarios and share our experiences to answer this question.
Demystifying SharePoint Governance and User AdoptionWes Preston
Governance and User Adoption continue to be hot topics in the SharePoint community and are still adapting as the community matures. So, what do these buzzwords mean to you and your organization? In this session we'll explain what they mean, why they shouldn't be something to fear or over-think, and how to approach these topics as a part of your SharePoint planning, implementations and ongoing management.
The majority of SharePoint migration planning has little to do with the technical move, but is more about information architecture, data transformation, and other PM and BA skills. This presentation outlines 5 key areas of planning.
10 Reasons to Avoid Folders in SharePoint 2013/2010Bobby Chang
Maximize your SharePoint investment and find out why you need to avoid folders and start leveraging the Enterprise Content Management features in SharePoint 2013 and 2010. (For new perspectives in SharePoint modern document library, check out http://www.slideshare.net/bobbyschang/to-folder-or-not-sharepoint).
This presentation outlines the shortcomings of folders and explore such alternatives as Custom Columns, Views, Key Filters, Managed Metadata, Content Type, and Document Set.
View a recording of the session here: https://www.youtube.com/watch?v=0tDmGhIljmQ
Don't be deceived by the simplified experience of managing SharePoint permissions! What appears to be harmless could tailspin to a giant mess, requiring massive cleanup. This presentation walks through real-world scenarios and pitfalls of permissions administrations, so you could learn from the mistakes of others and not end up digging yourself into a SharePoint permissions hole.
View a recording of the session here: https://www.youtube.com/watch?v=Poh4zxHTNvw
Slide from my webinar. A walkthru of the Top 10 productivity features in SharePoint 2013. I explain why a productivity focus is important, and compelling reasons to move to SP2013.
Avoiding Failed Deployments Part 2 Interactive Discussion by Joel OlesonJoel Oleson
I had so much content I couldn't include in my keynote and so much I wanted to talk about. I put together a second deck to cover those further details around team forming, process to become a SharePoint Rockstar, and so on. The pictures helped encourage more stories and pull out customer experiences. (Best experienced with Joel)
SharePoint as a Business Platform Why, What and How? – No Codedox42
"SharePoint as a Business Platform
Why, What and How? – No Code"
Im Vortrag von Jean-François Saint-Pierre von Evolusys erfahren Sie mehr über das nahtlose Zusammenspiel von SharePoint und dox42.
24.09.2014, Swiss SharePoint Club Genf
IIBA OO - Is a business analyst required for SharePoint projects?John Calvert
SharePoint offers the promise of instant functionality for all sorts of business needs: collaboration, document management, Internet/intranet web content management, search, business intelligence, etc. In addition there are seemingly endless possibilities for configuration and customization, much of it easily accessible to business and power users. Do SharePoint deployments and customizations need formal requirements gathering, business modeling, and functional analysis as part of the project plan? Or is it all about the technical infrastructure and IT configuration? Let’s discuss some real-world project scenarios and share our experiences to answer this question.
Demystifying SharePoint Governance and User AdoptionWes Preston
Governance and User Adoption continue to be hot topics in the SharePoint community and are still adapting as the community matures. So, what do these buzzwords mean to you and your organization? In this session we'll explain what they mean, why they shouldn't be something to fear or over-think, and how to approach these topics as a part of your SharePoint planning, implementations and ongoing management.
The majority of SharePoint migration planning has little to do with the technical move, but is more about information architecture, data transformation, and other PM and BA skills. This presentation outlines 5 key areas of planning.
Don't Just Migrate: Transform Your SharePoint Environment - DevConnections Or...Christian Buckley
SharePoint migration is as much about taking the opportunity to reorganize as it is about upgrading the platform and software. This presentation outlines some best practices for transforming your SharePoint.
DMC Team Collaboration Workshop - March 16, 2011DMC, Inc.
Learn More: http://www.dmcinfo.com/sharepoint
Ever feel like you are riding an elephant that refuses to change direction? This feeling is common for leaders who try to make change take hold in an organization.
In the best-selling book, Switch, the Heath brothers describe strategies to address situations where an organization's rider (logic) and elephant (emotion) are at odds in creating change.
Microsoft SharePoint is a great tool for getting your organization to adopt a more collaborative approach to achieving business goals.
With over 100,000,000 world-wide users, Microsoft SharePoint has emerged as the de facto collaboration, search, workflow, and dashboarding platform for business. SharePoint offers business a way to leverage the Microsoft technology they already own to drive their business to operate more efficiently and become more competitive through a multitude of capabilities.
SharePoint: What You Need to Know Before UpgradingPerficient, Inc.
Perficient's Senior Architect Suzanne George outlines the key things you need to know before you upgrade your company's SharePoint implementation, including:
SharePoint terminology, features and versions
Roadmap planning
Licensing, upgrade and development tools
Undefined or forgotten costs
Requirements examples
Migration project plan
Governance
Content Migration Methodology
Upgrades
You've planned carefully spent a lot of time planning, designing and implemented your solution. Your SharePoint solution with all of its on-premise or cloud capabilities is ready to lunch. How about your users? One of the critical success factor of utilization or getting your return on investment of SharePoint is user adoption. "If we build it, they will come" thinking will not work in most enterprise scenarios. What do we need to do to bring people, get them to use the solution and increase the user adoption? Join this session and let's discuss this together.
SPS Pittsburgh - Getting Started with Office 365Dan Usher
Interested in learning more about the foundations of Office 365 and you happen to be an IT Pro? Check this deck out to help provide a baseline of knowledge to work from while developing the plan for your Office 365 implementation.
SPS NYC - Getting started with Office 365 for IT ProsDan Usher
Interested in learning more about the foundations of Office 365 and you happen to be an IT Pro? Check this deck out to help provide a baseline of knowledge to work from while developing the plan for your Office 365 implementation.
2014 08-15 - Getting Started with Office 365 - Office 365 Ramp UpDan Usher
Looking to get up and running on Office 365? Curious as to how it's configured and operates? Then look no further as we dive into the beginning of things...
SPSNYC 2014 - Authentication and AuthorizationDan Usher
Looking to implement SharePoint? Thinking about where your user's identity will come from? Concerned about how you need to secure your system and make it accessible from the outside world? Then this session is for you...
2014-04-05 - SPSPhilly - Authentication and AuthorizationDan Usher
n today’s complex market place of corporate partnerships and relationships, sharing information is pertinent to ensuring that business operations are conducted in a secure computing environment with trusted entities being provided access to protected information.
In this session, Dan will discuss the basics of authentication and authorization in relation to the SharePoint platform. Further, we will be discussing the technical underpinnings of the SharePoint platform’s processing of a user’s identity dependent on identity provider and authorization settings.
As a part of this session we will demonstrate different authentication and authorization configurations that are common place in today’s business settings to include when to use:
• Integrated Windows Authentication
• Forms Based Authentication using SQL Server
• ADFS as a Trusted Identity Provider
• Threat Management Gateway with Kerberos (Constrained Delegation using client certs)
After attending this session, attendees will have a better grasp of the configuration complexities involved with each scenario as well as the user experience impacts based on the path taken.
2014-04-05 - SPSPhilly - Getting Started with Office 365Dan Usher
So your business is getting rid of its old e-mail provider and wants to move their local SharePoint to the cloud and they’ve asked you to investigate this “Office 365 thing”. You’re left with a few questions quickly realize there’s more to it than you anticipated. No worries mate, we’ve got you covered. In this session we’ll run through the basics of Office 365, what it means to you from a licensing perspective, for an end user perspective, from a service description perspective and most importantly how to provision a tenant, setup user accounts and setup your DNS entries so that you can start collaborating using SharePoint. We’ll finish this session up with planning for considerations for more advanced topics around directory synchronization and federation.
2014 02-26 - Princeton SUG presents - Getting Started with Office 365Dan Usher
Curious about what it takes to get up and running on Office 365? Join us as we go through the basics of figuring out what SKU works for you, what's included and a few caveats.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
2. Who am I?
Dan Lead Associate at Booz Allen Hamilton
Usher 7 years of experience with SharePoint
going back to adventures with STS 2001
and SPS 2003 with fun in the SharePoint
usher 2007 and 2010
Follows the SharePoint Credo - ADIDAS
All Day I Dream About SharePoint
Enjoys discussions about Claims AuthZ,
SmartCard AuthN, Atomic Molecular
Optics & the Big Bang Theory
2
4. agenda
Common Challenges
Bad Practices and Pain Points
Proper Approaches
Conclusions
5. what's this all about?
SharePoint the Product vs. SharePoint the Platform
Collaboration Solutions
Development
Administration
Considerations for Frameworks and Governance
Technical
Business
Social
Potholes and cracks in the road
Recovering from disaster…
6. SharePoint as a product
SharePoint is our…
File Share
Calendar
Forms Management System
Web Content Management Tool
Records Management System
Digital Asset Management
…universe
7. SharePoint as a platform
SharePoint hosts my…
Time Tracker
Help Desk Center
FAQ Center
Event Planning
Productivity Hub
Inventory Tracker
Knowledge Base
Lending Library
Asset Tracker
…which keeps my business moving forward.
11. technical challenges
Authentication and Authorization
External Accessibility and Extranets
System Scalability and Caching
Search
Usability / Client Integration
User Interface Design and Branding
Application Lifecycle Management
Migration Challenges
New Capabilities Introduced
Training
3rd Party Products and Integrated Systems
12. business challenges
System Adoption
Design of System
Accessibility of System
Lack of Features
Lack of Federation
Business Process Management
Resource Availability and Training
Multi-Generational Culture Differences
Hosting Solutions – To the Cloud?
Mobile, Disconnected and Distributed Workforces
IT Shops disconnected from Business Users
13. social challenges
What is „Social‟?
Disabling or not planning for OOTB functionality of
MySites, Audiences, etc.
Information Silos
Lack of / Too much Governance
No planning for structured metadata
Not leveraging folksonomy, ratings, etc.
Lack of Directory Structure Impacts
Active Directory information (Manager, Reports, etc.)
Findability of sites, communities and documents
14. typical user base
They‟re not technically savvy
They don‟t want to deal with “the SharePoint”
They want results
16. planning
Do you have a
plan?
Ensure business,
technical, and
social plans align.
“If you have no
plan, you plan to
fail.”
17. technically speaking… how'd we get here?
Did we have a plan in place?
Development Guidelines?
Architecture Plans and System Design Document?
Implementation Documents?
Change management plans?
Requirements Traceability matrixes?
Did we have a vision or business case for the
use of SharePoint in place?
Did we have a visioning group work to define
needed capabilities and solutions?
What about Agile development methods?
18. what didn't we do right?
Lack of Governance surrounding
several key areas:
Business Drivers for what the system is for
Development Guidelines
Infrastructure Processes
Architecting for the future
Deployment to the user community
19. development disasters
Source Control Management
Development Methodologies
Release based, Waterfall, Agile?
Test Driven Development (Nunit, TypeMock)
Separate Development and Quality
Assurance Environments
Solution Types and Issues
Farm Based Solutions
Sandboxed Solutions
21. more development disasters
Features, Web Part Packs, Solution Packages
Scoping of Solutions
Solution Behavior (bin / GAC / Sandbox)
Install, Deploy, Retract, Remove
Knowing the differences between a site
definition, a web template, and a master
page… Branding matters
Lack of Documentation
Requirements, Design, Implementation
Disposing of Objects Properly
22. enterprise infrastructure processes
IT Governance & Service Level Agreement
Source Sean McDonough @spmcdonough
Capacity Planning
System Maintenance
Disaster Recovery
Continuity of Operations
RTO / RPO / RLO
23. operations and maintenance
Scheduled and Emergency/Unscheduled Maintenance
Time
Deploying code without testing in a staging
environment
Lack of regression path
Disaster Recovery
Business Continuity of Operations
25. what‟s in your IT Pro toolbox?
STSADM & PowerShell
PSConfig arguments
Custom PowerShell Cmdlets
CHM files of TechNet
SP Admin Toolkit and Diagnostic Management
Studio
SQL Analyzer & Maintenance Plans
ULS Log Spy Viewer
Free Trials from ISVs
27. turning the ship around…
Approach
Execution Planning
Documentation Governance
28. the approach
What‟s the problem we‟re trying to solve?
Being able to define both the mission and the
vision…
Project Planning and Execution
PMBOK
DMAIC
Agile
Define Business Rules, Processes, and
Requirements
29. planning
Start off with the governance checklist…
SharePoint 2007 - http://go.spdan.com/xeurd
SharePoint 2010 -
http://go.spdan.com/sp2010gov
Use the sample project plans…
SharePoint 2007 - http://go.spdan.com/hmewo
SharePoint 2010 -
http://go.spdan.com/sp2010project
Firm up your stakeholders and work to define
solutions that meet their needs…
Hire a SharePoint consultant to assist…
30. architecting for the future…
Vision…
Use cases…
Planning the enterprise
taxonomy and logical
architecture…
Physical architecture?
Logical architecture?
Source : http://bit.ly/sps-ref-wssLA
http://go.spdan.com/kuouh
http://go.spdan.com/2010tech
31. defining the framework
Remaining rigidly flexible for change…
Planning for Data Partitions and Software
Boundaries…
Disaster Recovery - both big and small
Defining governance and use of the system
Site Quotas
MySites
Site Creation Process
User Permissions
SharePoint Designer
Solution Types (Sandboxed vice Farm)
Disaster Recovery Plan
32. misconceptions and gotchas
Recycle Bin
Disaster Recovery “Oops”
Recovering across Domains
Consolidating and Migrating
Build Numbers
Workflow History
Governance
Social
33. governance
Roles and Responsibilities
Business Rules and Policies
System Usability and User Acceptance
Infrastructure Implementation and Maintenance
Processes
Software Development Guidelines
Architecture
Change Management
Training
It’s not just a piece of paper
34. governance
…shouldn‟t be defined by a single individual
…shouldn‟t just be technical in nature
…should take into consideration the purpose of the
system
…will make or break your deployment
…must be flexible to change
…determined by a committee and revisited
35. service management
Determining
realistic service
level
agreements
Providing
adequate
staffing to meet
your end user
needs
Keeping the end
user in mind
36. documentation
Develop Use Cases to test against
Regression Testing Plan – Test all cases you create
QA
Use the architecture planning documentation
examples available from Microsoft
SharePoint 2007 - http://go.spdan.com/efpxr
SharePoint 2010 - http://go.spdan.com/yfeqp
37. more documentation
SharePoint Online development guide -
http://go.spdan.com/cmzbm
SharePoint App Dev Guidance
SharePoint 2007 - http://go.spdan.com/sp-dev-aug09
SharePoint 2010 - http://go.spdan.com/dwyee
Implementation Guides
Communications
Training
Onboarding
User Documentation
38. execution
Make sure that stakeholders, users,
designers and developers are going in the
same direction
Visioning Team
Business Requirements and Solutions
Development
Change Control Board
Communicate with the business
Incorporate feedback and evaluations
39. defining a framework for success
Figure out what the system will be doing
before deployment… cast a vision and stick
to it!
Ensure process and governance are
developed and used not only for Developers
and Designers, but for the end user.
Keep the user base informed, don‟t expect
them to go in the web part gallery on a
regular basis - explain what‟s new!
40. striving forward
Implement feedback mechanisms
Review and refine processes and procedures
Adapt to the needs of the user base and
organization
Remain rigidly flexible
Called in during the assessment and design, the firefighting, the polishing of the system
Living breathing system that integrates with our Microsoft Networking InfrastructureHaving the right skill sets to facilitate the integration of your system is keyThe environment that coddles SharePoint is key.
Workflow product hindered by system memory.
Question: What are your common challenges?Budgets, Management, Business, Technical, Social?
Technical and Business application increase - social side irrelevantSocial and Business application increase - technical complexity increasesSocial and Technical application increase - business applicability decreasesBe mindful of end users
Training is key to help users understand limitations of the system that they’re working in…Consider software boundaries document rewrite with end users in mind so that they don’t try to put 10k items in a list they used to maintain in SAP
Hosting Solutions - Getting it out of your closet doesn’t mean you don’t do ITComplexity of Identity Management only increases
Social - Open versus Closed - I think it’s more just getting communicationsInformation Architecture - Determining the metadata and taxonomy that will facilitate process and sharing
CTO / CIO - turn on SharePoint after demo
How many of you all plan your implementation end to end?Implement first - business requirements later - scalability / processing powerHow many have a PMO shop?
How many are using source control management systems today?
SharePoint infrastructure processes should be a subset of your overarching IT Professional practices
Process and Procedures that are repeated
Having a printed or saved copy - SharePoint WorkspaceFarm inaccessible - need tool documentation somewhere
PMBOK - Project Management Body of Knowledge - PMIDMAIC - Define, Measure, Analyze, Improve, Control - Six Sigma projectsAgile
System Growth will make or break a systemSystem accessibility and availability
Lack of governance as to what can go into a system - how will it impact your system accreditationSocial guidelines - what will you have on your hands in terms of users putting information out they shouldn’t
Whitepaper - John Ross Jr, Joel Oleson, Jennifer Mason and a few other folks from SP911 authored
5 9’s or 6 9’s may not be achievable
Microsoft - Mission Critical systems demand multiple production systems ready, why not invest in some Testing and QA
SharePoint Online documentation is a great starting point for internal documentation of a SharePoint system for your developers to work within