10 things for moss success

8/14/2019 10 Things for MOSS Success

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. .w w i ro nw or ks c om

,Ironworks Consulting LLC | , ,4 12 1 C ox Ro ad S ui te 20 5 | G le n A ll en V ir gi ni a 2 30 60 | . .804 967 9200

Ten Steps to Making SharePoint a Success


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AgendaIntroductions

Opening discussionPresentation

Ironworks OverviewUser Experience ApproachContent Management

SolutionsMicrosoft CapabilitiesHealthcare InsuranceBackgroundCase Studies

Questions

Agenda

Agenda eet Your Presenters n Introduction to Ironworks resentation Making SharePoint a Success inour Organization

Why Are We Here? 10 Steps to Achieve a Successful SharePoint

Implementation

Questions


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Meet Your Presenters


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Meet Your Presenters

Over 8 years of experience

in development andimplementation of web and-windows based IT solutions

,Background in SharePoint, Windows Workflow InfoPath

, . ,Forms Services ASP NET. , , , ,ADO NET XML XSLT AJAX

,JavaScript and SQL Bachelor of Science inFinance from the University

of Virginia Microsoft Certified

( )Solutions Developer MCSD

ave Perkinson harePoint PracticeLead

10 years of experience in

,designing building and -integrating windows and webbased applications

4 years of SharePointexperience

Microsoft Most ValuableProfessional

Microsoft Certified Technical Specialist Team,Foundation Server 2005

Microsoft Office SharePointServer 2007

Bachelors degree inProgramming from Florida

Institute of Technology

evin IsraelolutionsArchitect


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An Introduction to Ironworks


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Who is Ironworks?

Ironworks -is a project basedconsulting company with onemission never fail a client .

We measure our success by the.success of our clients


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Why Ironworks?

- ,ronworks is a project based consulting company that focuses on planning, .uilding and supporting business and technology solutions

:ur mission is simple .Never Fail a Client he Right Size

, , , With offices in Richmond Raleigh and DC we are large enough to provide,stability and a full range of resources yet small enough to be flexible and

.responsive to your needs

xperienced Resources , , ,Our teams include senior experienced program managers designers, , information architects developers and engineers we don t sell with the A

, .team then staff the job with the B team

,ntegrat ed Strateg y Desig n an d Development ,This integration means that our strategies are practical our applications

, .are highly usable and our technical solutions are expandable and maintainable

olution and Technology Agnostic Our teams are tasked with creating solutions built upon client,requirements not technology biases


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Ironworks Service Offerings


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Representative Clients
http://rds.yahoo.com/_ylt=A0WTefjO2SFJi6kAr0mJzbkF;_ylu=X3oDMTBxMzZpMG50BHBvcwMzBHNlYwNzcgR2dGlkA0kwOTlfMTIw/SIG=1h1bjg41c/EXP=1227041614/**http:/images.search.yahoo.com/images/view?back=http://images.search.yahoo.com/search/images?p=expedia&fr=yfp-t-501&toggle=1&cop=mss&ei=UTF-8&w=140&h=90&imgurl=www.cardweb.com/cardwatch/graphic/expedia/expedia.gif&rurl=http://www.cardweb.com/cardwatch/graphic/expedia&size=1.9kB&name=expedia.gif&p=expedia&type=gif&oid=0401f7e3b9e4cf5e&no=3&tt=40,538&sigr=11gtthabu&sigi=11l86bg3h&sigb=12t4af9vvhttp://www.nature.org/?src=logo


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/ :icrosoft Ironworks Relationship Overview Microsoft National Systems Integrator one of only 35 in the country

-Microsoft Managed Gold Partner one of only seven in Mid Atlantic*region

- Microsoft Go To partner for SharePoint - Microsoft Go To partner for Business Intelligence - Microsoft Go To partner for Business Process Management

:OTE Stringent competency and certification achievements are required-to achieve Gold Certified status

:icrosoft Capabilities Overview ( ),MOSS 2007 Microsoft Office SharePoint Server 2007 SharePoint Portal

,Server 2003 Windows SharePoint Services ( , ,Microsoft Business Intelligence SQL Server Analysis Services

)Reporting Services Content Management Server Commerce Server BizTalk Server .NET Application Development

Microsoft Partnership/Capabilities Overview


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Presentation


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Why Are We Here?

ey issues facing MOSS Adopters - - - Understanding what comes Out of the Box - - - A custom Look and Feel does not come Out of the Box Site Sprawl and Governance -End user adoption , , ,Training Developers Designers Admins and Contributors - -Enterprise wide solutions have Enterprise wide consequences Planning for Performance

study done by Gartner Consulting has- %uggested that as many as 40 60 of SharePoint.mplementations fail

-arnessing the powerful features built in toharePoint is about more than just standing upnother portal site


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Step 1: Confront Reality

ConfrontonfrontRealityeality -Understand that SharePoint is a framework not portal

- - in a box -Honestly assess your end user and IT capabilities

.A smart NET resource is not the same as aSharePoint expert

The cost of implementation is more than just thelicensing cost

. CIO com How to Determine the True Cost of SharePoint

, , ,Software Licensing Infrastructure Staff,Training

harePoint is an Enterprise!olution
http://www.cio.com/article/496330/How_to_Determine_the_True_Cost_of_Microsoft_SharePoint?page=1http://www.cio.com/article/496330/How_to_Determine_the_True_Cost_of_Microsoft_SharePoint?page=1http://www.cio.com/article/496330/How_to_Determine_the_True_Cost_of_Microsoft_SharePoint?page=1


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Step 1: Confront Reality

harePoint Success Requireshat You Find the Right Balance


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Step 2: Have a Governance Plan

ave a Governanceave a GovernancePlanlan, %hrough 2010 less than 35 of sitesurning on Windows SharePointervices will put effective .overnance techniques in place- :o ur ce G ar tn er C on su lt in g

Governance uses , , ,eople process technology andolicies , ,to define a service resolve ambiguity andmitigate conflict within an organization - :

Source The Burton Group


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People Roles and responsibilities

Process

Documentationof the steps to be followed to.complete common tasks

, ,Change a business requirement create a site grant

,permissions to a new user

Technology Leveraging features and tools to enforce policies

through technology , , ,Security Groups Active Directory Workflow Source

,Control

Policy Documentation - ,of principles What site owners

, ,designers developers administrators should andshould not do


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se Policy to Address Core SharePointse Policy to Address Core SharePointIssuesssues

:ssues :olicies Should we allow

business users touse SharePoint

Designer?

How will we decidewhether or not we

need 3rdparty web-parts and add ons?

How should we packageand deploy our

custom code?

! NO Access shouldbe strictly

limited to a core

set of trained.users Evaluate what comes

- - -out of the boxfirst and thenproceed with a

.reputable vendor

.Use the WSP standard!every time


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Step 4: Create the Dream Team

reate the Dream Teamreate the Dream Team


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Step 4: Create the Dream Team

:reparing Technical Resources Send key resources to boot camp before implementation begins

Setup a sandbox for work in developing a proof of concept

Identify an experienced partner

:reparing Content Contributors Arrange for a SharePoint demonstration Introduce the basic concepts of taxonomy to your end users Try framing the discussion within the context of Search

:reparing Business Users Arrange for a SharePoint demonstration -Demonstrate solutions to real world problems Designate a SharePoint Evangelist within each business unit


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Step 5: Employ Enterprise-Wide Planning

lan for Growthlan for Growth nfrastructure Investment

Check out Microsoft s SharePoint Capacity Planning Tool Your SQL Server should take priority

nformation Architecture Navigation and site structure should support expansion Think outside the box What if there were no global

navigation?

ontent Management Use SharePoint features like quotas and content

.expiration policies to keep site growth in check Know your limits

,Keep lists to under 2 000 items per container ( , -Max 125 sites per site collection 2 000 sub

)sites per site
http://technet.microsoft.com/en-us/library/bb961988.aspxhttp://technet.microsoft.com/en-us/library/bb961988.aspxhttp://technet.microsoft.com/en-us/library/bb961988.aspx


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Step 5: Employ Enterprise-Wide Planning

esign for Performanceesign for Performance) /or Database Indexing u e Physicalervers Over Virtual) eparate Content Databases for Large SiteCollections) ptimize Infrastructure Configuration) -mplement a Warm Up Script) urn on IIS Compression) mplement Output Caching Policies) ( )onfigure Server Caching BLOB) .oad Core js in the Background) heck your Code)0 /se Cost Benefit Analysis in Your Design)11 ow to Optimize a SharePoint Server 2007 Web Content Management Site:or Performance :// . . / - / / .ttp msdn microsoft com en us library bb727371 aspx
http://msdn.microsoft.com/en-us/library/bb727371.aspxhttp://msdn.microsoft.com/en-us/library/bb727371.aspxhttp://msdn.microsoft.com/en-us/library/bb727371.aspx


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Step 6: Implement Change Management

mplementmplementhangehangeManagementanagement


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Step 7: Avoid Taxonomy Pitfalls

void Taxonomy Pitfallsvoid Taxonomy Pitfalls

Avoid metadata overload Get your site columns right the first time because you can t

!go back If you have hundreds of content types something is wrong Use lookups in place of choice lists


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Step 8: Search Your Way to Success

earch Your Wayearch Your Wayo Successo Success earch is an Easy Win

Improving content Findability is often cited as a goal for

SharePoint implementations Users can understand and use search without training A SharePoint Search Center doesn t require SharePoint content

ther Benefits of Search The Core Search Results web part can be used to efficiently

-rollup cross site content SharePoint provides search query logs that can be used to mine

information

- - -eyond Out of the Box -BA Insight and Ontolica provide excellent extensions to the core

functionality -An open source faceted search add on is available on CodePlex
http://www.codeplex.com/FacetedSearchhttp://www.codeplex.com/FacetedSearch


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Step 9: Templatize Your Solution

emplatize Your Solutionemplatize Your Solution

age Layouts

Define a standardized look and feel Leverage page layout content types to allow users to edit content in

place

Layout changesARE

-applied to pre existing pages ite Definitions

, , ,Bundle desired features layouts workflows site structures into areusable package

MySites require special consideration Site definition changes are NOT -applied to pre existing sites

se Templates to Empower Usershile Still Maintaining Control


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Step 10: Plan for User Adoption

lan for User Adoptionlan for User Adoptiondoption Takes Careful Nurturing

-End user adoption starts before MOSS ispurchased Include users in the requirements process Identify and nurture your evangelists Incentivize your desired behaviors Deliver Findability


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) onfront Reality) reate a Governance Plan) et an Executive Sponsor) reate the Dream Team) -mploy Enterprise Wide Planning) mplement Change Management) void Taxonomy Pitfalls) earch Your Way to Success) emplatize Your Solution)0 lan for User Adoption

10 Steps To Ensure SharePoint Success - Recap


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Questions

Dave Perkinson Kevin Israel JohnCasey

SharePoint Practice Lead Solutions Architect Directorof Sales

.dperkinson@ironworks com .kisrael@ironworks com.jcasey@ironworks com
mailto:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]:[email protected]


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. .w w i ro nw or ks c omichmond,4121 Cox Road Suite 205

,Glen Allen Virginia 23060. .804 967 9200

Carolinas,11000 Regency Parkway Suite 404

,Cary North Carolina 27518. .919 462 2093

C Metro,8133 Leesburg Pike Suite 650

,Vienna Virginia 22182. .703 506 3964

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