Beyond the Buzzwords: Implementing End-to-End SharePoint Governance and Compliance

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SharePoint Governance is a buzzword, but why? Governance itself is not new. SharePoint, however, is a platform for delivering business solutions. As such, SharePoint shines a spotlight on everything that’s good and bad about your business processes, project management, change management, information management policies, and IT service delivery. SharePoint forces organizations to realize that governance-from the business strategic to the technical level and everywhere in between-is critical.

Dan Holme

Published in: Business, Technology
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Beyond the Buzzwords: Implementing End-to-End SharePoint Governance and Compliance

  1. 1. Business Matters SharePoint Doesn’t Matter
  2. 2. Business Outcomes GOVERNANCE Governance is the set of policies, roles, responsibilities, and processes that guide, direct, and control how an organization's business divisions and IT teams cooperate to achieve business goals. Service Delivery
  3. 3. Design People Business Outcomes Process Develop People Define Deploy Policy Process Policy Modify Manage Measure Service Delivery
  4. 4. Manage innovation business need solution Manage change Manage operations
  5. 5. Question Identifies What are we trying to achieve? Outcomes Why does it matter? Business Value To whom does it matter? Politics How do we know it worked? Metrics
  6. 6. Establish channels to identify need Assign responsibility for analyzing need Define business need
  7. 7. Question Identifies What is the business need? Benefit Can it be delivered today? Suitability What would it take to deliver? Cost What could go wrong? Risk
  8. 8. Establish processes to determine feasibility Assign roles & responsibilities Document business case for solution Approve the business case
  9. 9. Delegate Define the solution Design the solution Define Deploy Design Develop the solution Deploy the solution Delegate to operations Develop
  10. 10. Determine how you will progress through “The D’s” Assign responsibilities for project management
  11. 11. Business Outcomes Information Classification Functional Preferences Information Architecture Functional Design Information Management Standards Information Management Policies Information Management Architecture Technical Considerations Service Management Policies Service Architecture Project Constraints Budget, Timeframe, Resources
  12. 12. Establish policy Identify scopes and controls that enforce policy
  13. 13. Farm Zone Web App Content DB Site collection Site Tenancy List / Library [Folder] Item / Document Service App
  14. 14. Farm Farm TEAMS TEAMS Content DB Project B Scope Control Site collection Project A Control Content DB Site collection Scope Scope (Top Level Site) Control
  15. 15. Establish policy Identify scopes and controls that enforce policy Measure cost of enforcement vs. risk of non-enforcement: The Two ROI’s™ Document the risk Bubble up the risk
  16. 16. Define Business Outcomes Information Classification Functional Preferences Information Architecture Functional Design Information Management Standards Information Management Policies Information Management Architecture Technical Considerations Service Management Policies Service Architecture Project Constraints Budget, Timeframe, Resources Design
  17. 17. Business Outcomes Functional Preferences Technical Considerations Project Constraints Budget, Timeframe, Resources
  18. 18. Business Outcomes Information Classification Functional Preferences Technical Considerations Project Constraints Budget, Timeframe, Resources Information Architecture
  19. 19. Business Outcomes Information Classification Functional Preferences Information Management Standards Information Management Policies Technical Considerations Project Constraints Budget, Timeframe, Resources Information Architecture
  20. 20. Business Outcomes Information Classification Functional Preferences Information Management Standards Information Management Policies Technical Considerations Service Management Policies Project Constraints Budget, Timeframe, Resources Information Architecture
  21. 21. Business Outcomes Information Classification Information Architecture Information Management Standards Information Management Policies Information Management Architecture Technical Considerations Service Management Policies Service Architecture Functional Preferences Project Constraints Budget, Timeframe, Resources
  22. 22. Business Outcomes Information Classification Functional Preferences Information Architecture Functional Design Information Management Standards Information Management Policies Information Management Architecture Technical Considerations Service Management Policies Service Architecture Project Constraints Budget, Timeframe, Resources
  23. 23. Business Outcomes Information Classification Functional Preferences Information Architecture Functional Design Solicited Derived Information Management Standards Information Management Policies Information Management Architecture Technical Considerations Service Management Policies Service Architecture Project Constraints Budget, Timeframe, Resources Decision track-back
  24. 24. Business Outcomes Information Classification Functional Preferences Information Architecture Functional Design Information Management Standards Information Management Policies Information Management Architecture Technical Considerations Service Management Policies Service Architecture Project Constraints Budget, Timeframe, Resources
  25. 25. Service Management Policies n io at ion rm at fo fic In assi Cl l na s tio ce nc en Fu efer Pr Information Management Architecture Technical Considerations n io at e ur rm ct fo te In chi l Ar na tio n nc ig Fu Des n io t at en rm m re fo ge tu In ana itec M ch Ar ice re rv tu Se itec n ch io t Ar at en rm m fo ge s In ana licie t M Po ice n rv me es Se age ies ts rc in ou an lic ra s M Po st Re on e, t C am ec fr oj e Pr , Tim t ge Information Management Policies d Bu Information Management Standards l ca ns ni tio ch ra Te ide ns Co n io t at en rm m s fo ge rd In ana da n M Sta Design Functional Design Functional Preferences Information Architecture Information Classification Business Outcomes s es s sin me Bu tco Ou Define Service Architecture Project Constraints Budget, Timeframe, Resources http://tiny.cc/danholmearchitecturevideo
  26. 26. Delegate Define the solution Design the solution Develop the solution Define Refine Deploy Release Design Revisit Revise Deploy the solution Delegate to operations Develop
  27. 27. Define the solution Design the solution Develop the solution Deploy the solution Delegate to operations Delegate
  28. 28. Develop in iterations Project management keeps things on track
  29. 29. Business Outcomes Outcomes Business value Politics Metrics Benefit Suitability Cost Risk Information Classification Functional Preferences Information Architecture Functional Design Information Management Standards Information Management Policies Information Management Architecture Technical Considerations Service Management Policies Service Architecture Project Constraints Budget, Timeframe, Resources
  30. 30. Development Test Staging Production Application deployment and revisions Customization deployment and revisions Content deployment / content publishing
  31. 31. Establish application lifecycle management Establish lifecycle management for customizations & content
  32. 32. Embed the user Market the solution Train and message why how what else www.sharepoint-videos.com www.sharepointshepherd.com
  33. 33. Document Measure Identify Automate • Inputs (Requests) • Outputs (Changes) • Operational Procedures • SLAs Achieved • Costs of Operations • • • • • PowerShell • Third Party Tools • ROI & ROI Time Consuming Complex Critical Compliant
  34. 34. Document operational procedures Measure cost of operations Automate procedures
  35. 35. 9. Manage the Portfolio
  36. 36. Portfolio Management Catalog • • • • Solutions Specifications Policies Changes Monitor Evaluate Current state Does current state match the specifications of the solutions in place? Trigger
  37. 37. Establish a service catalog Monitor services Evaluate services Trigger review of service operating outside spec
  38. 38. Define the solution Design the solution Develop the solution Deploy the solution Delegate to operations Do it again!
  39. 39. Define Modify Design Measure Develop Manage Deploy
  40. 40. Define Modify Design Measure Develop Manage Deploy Business Need Business Need Business Need Business Need
  41. 41. Design People Business Outcome Process Develop People Define Deploy Policy Process Policy Modify Manage Measure Service Delivery
  42. 42. presentations articles books governancevideo architecturevideo

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