Best Practices To Boost Your SharePoint Implementation

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Your organization has deployed SharePoint as the ultimate collaboration platform that will solve all your problems in a blink of an eye. However you, as the content owner, are still struggling with end users and all the SharePoint features. In this session we are going to discuss tools you have at hand and simple and effective scenarios you can implement on your portal. These will help end-users to perform day-to-day operations with ease and to boost the overall SharePoint adoption.
Language: English
Session Level: Intermediate

Published in: Technology, Business

Best Practices To Boost Your SharePoint Implementation

  1. 1. Best scenarios to boost your SharePoint implementation <br />Toni Frankola<br />Perpetuum Mobile d.o.o., Croatia<br />http://www.sharepointusecases.comhttp://www.endusersharepoint.comhttp://twitter.com/tonifrankola<br />
  2. 2. Croatia, Europe<br />
  3. 3. Contents<br />
  4. 4. Quick poll<br />My company is:<br />Microsoft Partner company<br />Small-Medium business (up to 500 employees)<br />Enterprise (more than 500 employees)<br />
  5. 5. Quick poll (2)<br />SharePoint – implementation status:<br />Not installed<br />Implemented, but still »work in progress«<br />Completed<br />
  6. 6. Quick poll (3)<br />We are using:<br />SharePoint Services 3.0<br />SharePoint Standard<br />SharePoint Enterprise<br />
  7. 7. Contents<br />
  8. 8. The dark project reality<br />
  9. 9. What about my SharePoint project?<br />
  10. 10. The problem<br />10% - SharePoint technology<br />90% - SharePoint Content and People<br />
  11. 11. SharePoint planning / requirements<br />Find out what are the requirements<br />Requirements gathering before installation<br />Find features that you really need:<br />Not every enterprise requires MOSS Enterprise<br />Build vs. Buy (www.sharepointreviews.com)<br />
  12. 12. SharePoint - Lego® approach<br />2...<br />3...<br />1...<br />
  13. 13. SharePoint - Lego® approach (2)<br />Take small steps<br />Simple collaboration and lists<br />Education is not enough<br />They must use it<br />Customize SharePoint for your »child« age<br />
  14. 14. Contents<br />
  15. 15. SharePoint as you see it<br />
  16. 16. SharePoint as End user sees it<br />
  17. 17. Recommended reading<br />
  18. 18. EndUserSharePoint.com<br />http://endusersharepoint.com<br />http://endusersharepoint.com/STP - Q&A<br />
  19. 19. UX – Navigation<br />
  20. 20. UX – Navigation (2)<br />Author: Paul Grenier <br />
  21. 21. Interface improvements (3)<br />Author: Paul Grenier <br />
  22. 22. Simple clean interface<br />Author: James Milne <br />
  23. 23. Contents<br />
  24. 24. Eat your own dog food<br />SharePoint team should publish a blog<br />How-to guides<br />Information about new features<br />Anything SharePoint relegated<br />Document SharePoint installations wiki<br />
  25. 25. Eat your own dog food (2)<br />
  26. 26. Trick – Information push<br />End users prefer to be notified via email<br />Push info via »Alert me«<br />Subscribe their AD group<br />They will not be able unsubscribe<br />
  27. 27. Contents<br />
  28. 28. Automated Knowledge base<br />
  29. 29. Automated Knowledge Base (2)<br />Apply this rule after the message arrivesfrom Microsoft Support and contains Re: in the subjectforward to ms-knowledgebase@intranet.local<br />
  30. 30. Automated Knowledge Base - Benefits<br />Everybody can learn from communication<br />New employees included<br />Available even when you are Out of office<br />Please note: Available with Exchange<br />SharePoint Search indexes all the solutions<br />
  31. 31. Contents<br />
  32. 32. Eat your own dog food (3)<br />SharePoint Issue tracking on SharePoint<br />Start on top of Microsoft Templates<br />Expand as needed<br />Email integration<br />Workflows<br />Custom reporting<br />Source: http://endusersharepoint.com<br />
  33. 33. Issue status<br />
  34. 34. Contents<br />
  35. 35. SharePoint as self-service HR portal<br />WIN-WIN situation<br />HR Ideas (some available as Microsoft Templates)<br />Annual leaves<br />Expense <br />Employee training<br />Employee activities<br />Employee benefits<br />Hiring and firing<br />Lending libraries<br />
  36. 36. HR application »ingredients«<br />OOTB WSS<br />A workflow tool<br />Security, approvals, calculations...<br />My recommendation: Use Nintex Workflow 2007<br />Managers looove lazy approval <br />Keep it simple<br />Try to use simple web forms instead of InfoPath<br />Make rich UIs with JQuery<br />
  37. 37. Workflow benefits<br />Cut approval times shortened<br />From days to within 1 business hour<br />Reports show you bottlenecks<br />
  38. 38. Annual leave approval<br />
  39. 39. Nintex view<br />
  40. 40. HR Portal<br />
  41. 41. HR Portal (2)<br />
  42. 42. Contents<br />
  43. 43. Project Management Scenario<br />Resource: SharePoint for Project Management book<br />Implement SharePoint for your PMO<br />PMs love to control stuff <br />
  44. 44. How might your site look like?<br />
  45. 45. Web Parts<br />Project Info<br />Tasks by Workflow<br />
  46. 46. Calendar aggregation<br />Milestones<br />Web Parts (2)<br />Navigation<br />
  47. 47. At PMO Level<br />
  48. 48. At PMO Level<br />
  49. 49. Aggregating information from subsites<br />Aggregating data<br />CQWP (SharePoint only)<br />Lightning Tools<br />Bamboo solutions<br />
  50. 50. Advanced Meta-data structure<br />Meta data that has:<br />Many-to-many relationships<br />Hierachies Customer &gt; Invoice &gt; Invoice Product<br />Report data<br />Best practice:<br />Use your own database<br />
  51. 51. Contents<br />
  52. 52. Internal Phonebook Scenario<br />Benefits:<br />OOTB functionality<br />Simple to use<br />Access 2007 for printing<br />Connect to Outlook<br />Sync to your Mobile device<br />Bamboo &gt; snyc with User Profiles<br />
  53. 53. Internal Phonebook Scenario (2)<br />Printing with Access 2007 (OOTB)<br />Search Contacts as you type (check my blog)<br />
  54. 54. Contents<br />
  55. 55. The importance of Search<br />* Per 1000 employees<br />Sources: Versus – Windows Live Enterprise Search, Dec 2006;IDC – Content Technologies Search Study, 2004-2005;Forrester – The Forrester Wave, Enterprise Search Platforms, 2006.<br />
  56. 56. Quick wins<br />Search as you Type by Jan Tielens<br />Customer: Toni, please remove all other searches, we will use this one from now on.<br />
  57. 57.
  58. 58. Thank you!<br />Toni Frankola<br />http://www.sharepointusecases.com<br />http://twitter.com/tonifrankola<br />

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