Through numerous years of eating, drinking and sleeping SharePoint I have come to realize that there is 1 thing that has never changed. That 1 thing is a question and the answer to that question is the most important thing in all of SharePoint. That question is "What direction should my organization be going and how do we get there?". The question or a very close form of that question is asked anytime something bad happens to the current environment or software, the current environment or software is up for renewal, new technology is introduced and last but not least, during yearly budget planning. Most companies will fall into one of the following categories: • Current application is no longer suitable due to company growth, lack of functionality or • Current application company that created & supported it no longer exists. • Starting from scratch and SharePoint has been chosen now deciding which way to go and where to start? • Currently utilizing SharePoint but not exactly the way Microsoft intended • Need to upgrade to continue support Regardless of the current situation your organization is in the end goal for all is success and success is measured by the usage of the application. Yes folks user adoption IS more important than being on time or under budget. Otherwise, what was the point of the entire project that I am sure took months and sometimes years to plan and implement. In this session I will take you through where to start, keys to choosing the right path for your organization and most importantly implement SharePoint in a way user adoption meets your goals and of course come in on time and on par with the budget.

1. Doing It Right…
The SharePoint
Way
Stacy L. Deere-Strole, MVP
Focal Point Solutions, LLC

2. Not so Long ago
In a galaxy that isn’t very
far away....

4. Stacy L. Deere-Strole, MVP

5. Agenda
• Where to Start
– Want to be Successful or just waste time
and fail
• Planning
– Beginning
– Middle
– End
• Marketing
• Quick Wins
• User Adoption
• Governance

6. Question?
What do SharePoint
and Star Wars have in
common?

7. They both start in the middle!

8. Now We Know!!!

9. Joking is not an option!
• Install Pre-Reqs
• Install SharePoint
– Accepting all Defaults
along the way…
• Option to Configure
Manually or Automatically
– Why overwork ourselves
Automatic Please
• Create 1 Web Application
• Create 1 Site Collection
• Dump Content & #BOOM
SharePoint is Production!!!!
Star Wars SharePoint

10. Middle Pros & Cons
Star Wars
• Too many unanswered
Questions
• We didn’t know until 1, 2 & 3
were announced.
• What was George Lucas
thinking?
SharePoint
• No Governance
• No Consistency
• Everyone doing there own thing
• No Training
• So much dev its unsupportable &
un-migratable
• Multiple and conflicting
taxonomies
• Permissions Inconsistent

11. Notice There Were NO
SharePoint Pros!!
Star Wars is just a pro all the
time…

12. What Do You Call
A Single Server
Farm?

15. Where To Start
 Assessment
• Environment
• Application
• Needs
 Initial Discovery
• Environment Version
• Long Term Goal
• Process Review
• Issues
• Stakeholder(s)
 Governance
• Fingers Crossed
 IdentifyDocument
• Initial
Requirements
• Goals
• Road Map
• Needs & Wants
 Review
• Team Overview
• Adjust
• Sign-Off

16. Service Integration
Points? Search
 Managed Metadata
 Workflows
 Business
Intelligence
 ERP
 HR Systems
 Custom
Development
 Exchange
 Lync
 ADFS, DirSync

17. You Choose???

18. Planning
• Project DiscoveryCharter
• Project Timeline
• Project Plan
• Project Communication
–Different people communicate
differently
• Phone, Email, Meetings, Text
• Governance

19. Marketing
• Make sure the users/business stay involved
– Mockups
– Initial communications
• How much is marketing/communications
involved in the project, day to day, and
governance
• Early steps in User Adoption
• Outside Marketing (Fresh Point of View)

20. Quick Wins

21. What is a Quick Win?

23. Quick Wins
• What is a quick win?
• Where do you find them?
• Examples
– Corporate Directory
– Birthday or Team web parts
– New Site
– Document Sets
– Search Web Parts
– Promoted Links
– Global Navigation
– Process Automation (Expenses, Vacation, etc.)

24. User Profiles
• Self-Service
• Whose Who (Meeting Prep)
• Corporate Directory
• Quick Information
• Learn About Your Company
• Builds Company Bonding
• Integration to Other Systems
• Customizable to Suit YOUR
Needs!!

25. New Site Setup
• Immediate Utilization
• Consistency
• Ease of Use (All Levels)
• Limit Non Best Practice Usage
–Custom Permission Level
• User Adoption

26. Going Rogue

27. Default Out of the Box

28. Immediate
Utilization
• Establish Go Live
• Marketable
• Team Focused
• Instant User Adoption
• Site Roadmap
• Set for Success
– Process Improvement
– Automation

30. Consistency
Implement
• UIUX
– Dept. to Dept.
– Corporate to Dept.
– Project to Project
• Functionality
Impact
• Simplified Training
• Department Bonding
– Info. Share
– Knowledge Share
• Corporate Bonding
– About Us

32. Ease of Use
• Out of the box functionality
– Keep it Simple
• Custom Development
– Time and a Place
• Training
– Easy to Access
– Repeatable
– Easy to Update

33. Promoted Links

34. What is a Promoted Link?
• Tile List Web Part
• Out of the Box
• User Adoption Builder
• Navigation

35. Corporate Directory

36. Template Includes:
 Extension
 Mobile Phone
 Position
 Location
 Email Address
Customized Corporate
Directory

38. Fancy Corporate
Directory

39. Key to Project Success

40. User Adoption

41. User Adoption
• Involvement from the Beginning
– Everyone’s Opinion Matters
• Implement Feedback
• Communication, Communication,
Communication
• Training
– Reoccurring (Turnover, job change, new features,
etc.)
• Internal User Groups
– Brown bag lunch
– Local community groups
• How To’s (Knowledge Base)
– Link on Home Page
• What’s Next?
– Roadmap

43. Governance

44. What Is
Governance?

45. Management is Needed
• Express the Importance
– No Governance vs. Governance Examples
• Show ROI (Examples or Real Life)
– Find 2 or 3 Examples
• Management Involvement vs. No
Involvement
• Identify Needs for Success
• Seeing is Believing

46. • Environment Architecture
• Content Management
• Compliance
• Information Architecture
• Security
• Training
• Communication
Area’s of Governance

47. Governance Team

48. Features &
Functionality• Groups
• Teams
• Public Sites
• Intranet Usage
• Video
• Community Sites
• Team Sites
• Wiki
• Site Audits
• Naming Conventions
• Taxonomy & Suggestions
• Compliance
• Reporting
• Site vs. Sub-Site
• Quotas
• Development
• Hub Sites
• OneDriveMySites
• Delve
• Business Intelligence
• Security
• User Profiles
• Blogging
• Customizations
• Delivering Content
• Relocating Content
• Removing Content
• Site Creations
• Templates
Get it yet??
EVERYTHING!!

49. Constant
Changes

50. Office 365 Limits

51. IMPACTS OF OFFICE 365
https://support.office.com/en-us/article/SharePoint-Online-and-OneDrive-for-Business-software-
boundaries-and-limits-8F34FF47-B749-408B-ABC0-B605E1F6D498?ui=en-US&rs=en-US&ad=US

52. Strategy Team
Consists of business owners
who provide insight and
direction to drive strategic
initiatives
Tactical Team
Consists of 3 sub-teams that
support the directives of the
Strategy team
• Operations
• Support
• Developers
Team Roles

53. Operations Team
• Help Enforce
Governance Plan
• Manage Routine
Maintenance Tasks:
• Nightly Backups
• Usage Monitoring
& Analysis
• Scheduled Task
Validation
• Security Release &
System Upgrades
Support Team
• Create Support System
with SLA’s
• Respond to questions,
bugs and other issue
resolution
• Provide typical
SharePoint Admin roles
such as:
• Site Provisioning
• Security
Permissions for
users and groups
Development
Team
• New features and
program management
while adhering to
standards.
• Develop customized &
personalized solutions
for departments &
division sites.
Whose job will be changing the most?
Tactical Team Responsibilities

54. Operations Team
• Enforce Governance Plan
• Manage Routine Maintenance
Tasks:
• Nightly Backups
• Usage Monitoring &
Analysis
• Scheduled Task Validation
• Security Release & System
Upgrades
• Oracle & DBA Role will be
eliminated
• Active Directory Role
could change (Ping
Identity, FBA, etc.)*
• No Equipment to Support
Support Team
• Create Support System
with SLA’s
• Respond to questions, bugs
and other issue resolution
• Provide typical SharePoint
Admin roles such as:
• Site Provisioning
• Security Permissions
for users and groups
Development Team
• New features and program
management while adhering
to standards.
• Develop customized &
personalized solutions for
departments & division sites.
* Indicates Change
Tactical Team
Responsibilities

55. • Determine initial principles and
goals
• Classify your business
information
• Develop an education strategy
• Develop an ongoing plan
• Keep Communicating to the
Users!!
Best Practice

56. • Knowledge Base
– Searchable
– Automate
– Linkable
• Governance Site (Center of Excellence)
• Don’t Reinvent the Wheel
• Auditing
– Quarterly, monthly, etc.
– Split responsibility so it is not overwhelming for
1 or 2 individuals
– Use 3rd party tool
Ongoing Support

57. Use What You
Know

59. Prepare for the Future

60. • Corporate Directory
• Global Navigation
Controllers
• Icons
• Remove Recent
• Site Templates
• Missing Dependencies
• Health Analyzer
Freebies!!

61. COME VISIT BB-8 & SIGN-UP
TO TAKE HIM HOME @ THE FPS
BOOTH!

62. DIAMOND SPONSORS
FocalPointSolu
focalpointsolutions.co
trabon_group
trabonsolutions.com
SkySynced
skysync.com K2.com
K2onK2
innovaconsulting.com
_INNOVA_IT

63. Stacy Deere-Strole
MVP
sdeere@focalpointsolutions.co
www.linkedin.com/in/stacydeere@sldeere
https://www.facebook.com/focalpointsolutions.co
BLOG: http://spmindmelt.focalpointsolutions.co COMPANY: http://focalpointsolutions.co
Call You Shall and Answer You Will