spfest dc build it and they will come share-point 2013 user adoption
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Build It and They Will Come: SharePoint 2013 User Adoption
Stacy L. Deere-Strole
sdeere@focalpointsolutions.co
http://spmindmelt.focalpointsolutions.co
Fun Facts
Yankee Stadium – 1.5B
Great American Ballpark – 290M
Citi Field – 900M
Nationals Park – 611M
Chase Field – 354M
Marlins Park – 550M
Safeco Field – 518M
PNC Park – 216M
Turner Field – 209M
Oakland Coliseum – 25.5M
Angel Stadium – 24M
Dodger Stadium – 23M
Fenway Park – 650K
Wrigley Field – 250K
SharePoint Environment Build Ranges:12,000 – 150,000
Agenda• The History• Where Did We Start?• Project Kick-off?• Discovery• Recommend & Build• More Statistics• Following Up• Initiatives
Where Did We Start?
• Initial Meeting– Introductions– Review Scope of Project– Learn Company Culture– Learn How They Communicate– Provide Governance Template– Agreement to “Step out of your comfort zone”!
Where Did We Start?Central Admin, App & WFE
SQL
Very lower user adoption &
understanding of SharePoint
Where Did We Start?
Project Kick-Off• Identify & Approve Timelines• Review Process for Discovery Sessions
– Who to Invite– Types of Questions– Ensuring Interaction– The Promises!!– Follow-Ups
• Tour the Company• Formal Communication Plan• Executive Sponsor Meeting\Involvement• Getting to know the company & business
Project Team
• Identify Team & Roles– Executive Sponsor– Project Manager– IT Support– Site Owners– Consulting Team
Get to know and bond with team members.
Learn their strengths & weaknesses…
Discovery• Getting Honest Responses• Provide leading questions…• When they state “I wish it could do x” let them
know it can. If time at end of day I’ll show you.• Discuss Full Project Involvement• Executive Sponsor – Step In show support• Communication• SDPS Assessment
What Did We Discover
DiscoveriesNobody Trusts The Data Duplication of All Major Processes
Duplication of Data
No Standardizations (Browsers, etc.)
No SLA’s of any kind
Really only use the site for forms…
Graphic Request – Not a true request
No Formal Training
No Governance
No Understanding of Automation\Forms
Don’t Trust Reporting
Location inability to utilize tools
Aware there are better ways…
Communication seemed to be a bad word
Contributor Permissions to All Sites
Nobody Aware of Permission Issues
2010 Statistics
78%
38,301
Page Views
SharePoint 2010 Portal
Site Architecture
Site Architecturehttp://portal.domain.com/sites/budgets
973a1a1b-7721-4ad3-83a0-1a36a191359f
http://portal.g-a-c.com/sites/budget
2010 Budget Notes 5e5068f4-f632-4773-b46d-5afe6e2135aa
2010 Budget Noteshttp://portal.g-a-c.com/sites/budget/2010 Notes
Accounting 1af8a936-550b-4ad5-b78f-6eec29e80acf
Accountinghttp://portal.g-a-c.com/sites/budget/ACCTG
Creative 6b2752dd-8df8-45ec-b685-52d28646686 4
Creativehttp://portal.g-a-c.com/sites/budget/Creative
Design 8594a909-db46-46df-8789-bbfaab8bf00d
Designhttp://portal.g-a-c.com/sites/budget/Design
Executive e88cded3-edf8-416b-b862-8efb216d7517
Executivehttp://portal.g-a-c.com/sites/budget/Executive
HR 5b823e2c-38b5-427e-83f3-03726182 1774
HRhttp://portal.g-a-c.com/sites/budget/HR
International OPS 0628a2d3-2c08-4315-80d6-7e480da066fc
International OPShttp://portal.g-a-c.com/sites/budget/IntlOPS
IT 29352108-c8cd-4dbd-befd-db6912e86590
IThttp://portal.g-a-c.com/sites/budget/IT
Licensing 5d1dfbcb-312d-40a6-bf19-d248da0dede7
Licensinghttp://portal.g-a-c.com/sites/budget/licensing
Marketing a4a5692b-f9dd-414d-97ce-b147a5095aa2
Marketinghttp://portal.g-a-c.com/sites/budget/marketing
Marketing2 204cd067-181f-4fe7-ab92-db1239be604c
Marketing2http://portal.g-a-c.com/sites/budget/Marketing2
MEXICO 51130554-b6c5-46d7-b2ff-01c513ccada2
MEXICOhttp://portal.g-a-c.com/sites/budget/MEXICO
Outlet Store c653b893-673f-4434-995a-c2550d81eae5
Outlet Storehttp://portal.g-a-c.com/sites/budget/OutletStore
PD 01cdf263-d893-4f84-96e4-1686860fa575
PDhttp://portal.g-a-c.com/sites/budget/PD
PD Exec 57d12236-7a9d-419f-bf91-87093eb7a27b
PD Exechttp://portal.g-a-c.com/sites/budget/PDExec
Sales ec1e6feb-fc23-4abc-af24-576d023ebae7
Saleshttp://portal.g-a-c.com/sites/budget/Sales
Executive 191612fa-b2dc-4cbc-85e1-e566b39bd061
Executivehttp://portal.g-a-c.com/sites/budget/Sales/Executive
Mass df28d52b-99a9-4953-afd6-46496d525af1
Masshttp://portal.g-a-c.com/sites/budget/Sales/Mass
Specialty 46550f71-db79-43ae-bc7a-112df00082bb
Specialtyhttp://portal.g-a-c.com/sites/budget/Sales/Specialty
Target 11bb8547-663b-4ca9-bdca-509c00ac910f
Targethttp://portal.g-a-c.com/sites/budget/Sales/Target
Wal-Mart 8fcb6e8f-aa41-48ce-b1dc-52de7f8c8c49
Wal-Marthttp://portal.g-a-c.com/sites/budget/Sales/walmart
Sample Room f8325088-f8ca-409f-8d83-2b9a9d2cbbf8
Sample Roomhttp://portal.g-a-c.com/sites/budget/Sample
WHSE / Production c4da495a-f3a9-449a-a0a2-425bb44512e8
WHSE / Productionhttp://portal.g-a-c.com/sites/budget/WHSE
Site Architecturehttp://portal.domain.com
147
Search StatisticsAll Sources Local People Local Sites
Still missing full AD
Integration
“The historical sense involves a perception, not only of the pastness of the past, but of its presence” ― T.S. Eliot, Four Quartets
“Disregard for the past will never do us any good. Without it we cannot know truly who we are.” ― Syd Moore
QuotesKeeping Us Moving Forward
I HAVE ALL THIS INFORMATION…NOW WHAT???
Here’s where the fun and the hard work pays off.
New ArchitectureRole Descriptions
Web Front End ServersHosts web pages, web services and web parts
necessary to process requests served by the farmOffice Web Apps Server
A separate server product that can serve SharePoint farms for viewing and editing, and can
provide preview functionality in search resultsService Application Server
Provides the service features of SharePoint such as Central Administration, Search, User Profiles &
Managed MetadataSQL 2012 Database Servers
Stores content and service data. Databases can be clustered or mirrored for failover protection
ServiceApplication
Server, Central Admin
SQL 2012 Database Server
Web Front End ServerOfficeWeb Apps
Workflow Server
Des
ign
Dec
isio
ns
Des
ign
Dec
isio
ns
In-Line with Building a Baseball Stadium
Sites, Navigation, Databases Oh My!
• Web Applications• Site Collections• Navigation• Content Databases• Managed Metadata• Quotas
The Source
Home 06b75501-bdbc-4afd-b11d-5b7c88714b75
Homehttp://thesource.g-a-
c.com
Business Intelligence Cetner f2e53537-e847-499b-8cea-
6132cc06de1fBusiness
Intelligence Cetnerhttp://thesource.g-a-c.com/reports/BI
Center
Document Center b6d971fd-0d82-47c4-aa3f-995011e8e160
Document Centerhttp://thesource.g-
a-c.com/docs/DocCenter
IT Knowledge Base 39167935-e8d6-4908-8ffe-889c413c20ae
IT Knowledge Basehttp://thesource.g-a-c.com/support/
itkb
Report Center b55d5a26-6fcf-4ff4-8638-ad4ea229e9bf
Report Centerhttp://thesource.g-
a-c.com/reports/reportctr
Resource Center fdaa6b74-f937-4dad-95e4-b62ce5dc6346
Resource Centerhttp://thesource.g-a-c.com/resources/
ResourceCtr
Search Center 5bdae6ee-2744-4e7b-a81c-f5804a92f4a4
Search Centerhttp://thesource.g-
a-c.com/sites/searchcenter
Team Sites
Team 82e0be0d-de19-44b6-89a6-610af309062e
Teamhttp://team.g-a-c.com
Accounting f5917c3b-5b66-46e1-b6a2-b189282f0fc3
Accountinghttp://team.g-a-
c.com/dept/Accounting
Budgets 4de8c4ce-9ad4-4116-b462-ec40bf518392
Budgetshttp://team.g-a-
c.com/exec/Budgets
Design a6636a0e-24ae-4933-9abd-322075e6f920
Designhttp://team.g-a-
c.com/dept/Design
Director Information 671eceeb-2ae1-4440-948a-45f24648e37f
Director Information
http://team.g-a-c.com/exec/DirectorInfo
Executive Dashboards 5c50aa8a-6058-4e40-bcf e-
a003d8ce0ee1Executive
Dashboardshttp://team.g-a-
c.com/exec/dashboards
Human Resources 5c7d819e-3b57-4b29-914b-
e6b5729a9e56Human Resourceshttp://team.g-a-c.com/dept/HR
IT 5a94e22b-2766-4831-9137-508fe4afe1fa
IThttp://team.g-a-c.com/dept/IT
Licensing a3536825-5bf4-48a0-a4f2-ef823ea7cae5
Licensinghttp://team.g-a-
c.com/dept/licensing
Marketing 9e9ee1be-f36d-41f6-a03d-c38ca9a58519
Marketinghttp://team.g-a-
c.com/dept/Marketing
Operations 8f07a421-1d2e-4d77-8b70-cfef65d472d5
Operationshttp://team.g-a-
c.com/dept/operations
OPS Information 56d62519-ed81-40eb-8aed-d17f405147c8
OPS Informationhttp://team.g-a-
c.com/dept/operations/Ops
Product Development cf7b8752-a681-4f3d-8cea-
f0a97936e412Product
Developmenthttp://team.g-a-
c.com/dept/ProductDev
Quality Assurance e0f1d5bf-cba7-41a6-8882-60d6109c8001
Quality Assurancehttp://team.g-a-c.com/dept/QA
Sales cba7bc55-8fdc-4277-bf74-9f19b17efbba
Saleshttp://team.g-a-c.com/dept/Sales
Sample Department 47d93d74-60fd-4505-b2dc-f0d9a8604cc5
Sample Department
http://team.g-a-c.com/dept/
Samples
Strategic Planning 12d20b4f-388c-4ad4-8164-e67ae6d94f18
Strategic Planninghttp://team.g-a-
c.com/exec/strategicplanning
Training 1bdd620f-6eac-4791-93a4-2ab6d424e3b5
Traininghttp://team.g-a-
c.com/dept/Training
17
Site Architecture & Topology
“This Totally Goes Against Our Culture!”
― Anonymous
QuotesKilling a Project Before it Starts
The Source
Usage Statistics (8 Months)The Source Usage
Month Hits Unique Users
2014-02 55 2
2014-03 3695 416
2014-04 7243 1077
2014-05 7115 1317
2014-06 7950 1320
2014-07 384 56
2014 -08 0 0
2014 – 09 21468 859
Design UsageMonth Hits Unique Users
2014-02 50 6
2014-03 117 24
2014-04 170 52
2014-05 171 72
2014-06 220 84
2014-07 3 2
Marketing UsageMonth Hits Unique Users
2014-02 21 2
2014-03 86 26
2014-04 100 50
2014-05 206 67
2014-06 294 99
2014-07 8 4
2014 -08 0 0
2014 – 09 166 46
Resource Center UsageMonth Hits Unique Users
2014-09 4453 454
2014-10 2082 231
2014-11 596 68
2014-12 961 143
2015-01 930 119
2015-02 553 78
2015-03 1802 150
2015-04 9366 666
Usage Statistics (1Year)Resource Center Usage
Month Hits Unique Users
2014-09 4453 454
2014-10 2082 231
2014-11 596 68
2014-12 961 143
2015-01 930 119
2015-02 553 78
2015-03 1802 150
2015-04 9366 666
2015-05 6121 557
2015-06 9345 722
2015-07 14266 867
2015-08 18741 903
2015-09 5916 490
2014-09 4453 454
Marketing UsageMonth Hits Unique Users
2014-09 166 46
2014-10 113 29
2014-11 41 7
2014-12 92 20
2015-01 50 17
2015-02 21 7
2015-03 68 19
2015-04 173 67
2015-05 161 53
2015-06 191 66
2015-07 187 72
2015-08 259 74
2015-09 165 52
2014-09 166 46
Usage Statistics (1Year)The Source Usage
Month Hits Unique Users
2014-09 4453 454
2014-10 2082 231
2014-11 596 68
2014-12 961 143
2015-01 930 119
2015-02 553 78
2015-03 1802 150
2015-04 9366 666
2015-05 6121 557
2015-06 9345 722
2015-07 14266 867
2015-08 18741 903
2015-09 5916 490
2014-09 4453 454
Never Forget to Follow-Up
• Training• Developers, End Users & Site Administrators
• Governance• Phase 2 (Backlog)• Communication• Responsibilities & Roles• Provide Tools
Now What?Automation is a Directive Internet Site Convertion to SharePoint
Technology Standardization Selling Product Online!!
Governance All Locations are Equal
Going Mobile Additional Environments
Feedback• Training Still Needed• Accessing & Getting too Information much easier.• Navigation• Has Elevated Communication• Has Elevated Performance• Excited about Automation• IT & Strategic Planning are more plugged into the Organization
& our needs• Critical Date Calendar has really drawn departments closer
together.
Great American Ballpark
User Adoption Quick Win
Corporate Directory Skill Searching Specialize for your organization Get to know your co-works Meeting Preparation Company & Team Bonding System Integration (HR Systems, AD, CRM, etc.)
Out of the Box
By Default
• Full Name• Title• Department
Customized Corporate Directory!
Template Includes:• Extension• Mobile Phone• Position• Location• Email Address
My Thank You
Building a Corporate Directory in Under 10 Minutes
– http://spmindmelt.focalpointsolutions.co/sharepoint-corporate-directory-in-under-10-minutes-woot/
– Item_Person_Updated: – Item_Person_Updated2:
Item_Person_Updated.html
Item_Person_Updated2.html
Different View
Want this too?• HTML & CSS File• Insert the .html file in
– /catalogs/masterpage/Display Templates/Search
• On People Search Page, Edit the Core Results Web Part
• Change Default Template to People Item (Custom)
• Upload .css file to the Style Library (Must have publishing enabled).
• Site Settings, Look & Feel, Master Page, Alternate Stylesheet and attach .css file uploaded.
CorpDirectory_Updated.zip
http://en.share-gate.com/blog/corporate-directory-sharepoint-search
47
Stacy Deere-Strole
@sldeere www.linkedin.com/in/stacydeere/
BLOG: http://spmindmelt.focalpointsolutions.co
COMPANY: http://focalpointsolutions.co
sdeere@focalpointsolutions.cohttps://www.facebook.com/focalpointsolutions
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