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Using SharePoint to Build an Interactive On-Boarding Experience
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
About me…
@jennifermason
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
My Job Description
• I work with users at Rackspace to answer the question.......
”Wouldn’t it be great if we could do
{enter thing here}, yeah it would be
great! Can you please go do
{enter thing here}”
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Today’s Topic
Interactive Onboarding Experience
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
The Process
1. Identify the Business Problem
2. Gather Information
3. Design the Solution
4. Building the Solution
5. Managing the Solution
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Business Problem
•Need a single place to…..– Direct Managers to Content to Share with New Hires
– Provide Instructions to New Hires about Orientation
– Share Content During the Orientation Week
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Current State
• Solution
– File Server
• Pain Points
– Lost Data
– Lots of Required Maintenance
– Security Management
– Single Point of Failure for Absent Coordinator (email)
The Symptoms
Disorganization
Frantic Last Minute Planning
Students Can’t Access Data
Rework with Each Session
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Gather Information
• Remove all technology from the conversation and map out the following:
– Who will use the system?
– What do they need to do?
• Our Primary Users
– HR Administrators who Manage Orientation Sessions
– Presenters who Teach The Sessions
– Students who Attend the Sessions
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Design the Solution
• The business user that we were working with didn’t have much SharePoint experience, so we took the following approach:
1. Build a very simple shell SharePoint solution to help them get some visual grounding to what could be done.
2. Regroup on ideas that flow from the presentation of the prototype.
3. Finalize Requirements and build a phased implementation approach
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Building the Solution
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Building the Solution
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Building the Solution
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
My Tips & Tricks
• Promoted Links
• Workflows that Populate HTML for Rollup
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
My Tips & Tricks
• Connected Web Parts
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Managing the Solution
•We want to make it easy to work with, so we are doing the following…..– Creating a Standard Template for all Sessions
– Creating Specific Landing Pages to Deliver Role-Based Content
– Training the HR Admins to Add Content / Users / Manage Permissions
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Role Based Landing Page
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RACKSPACE® HOSTING | WWW.RACKSPACE.COM
Questions / Discussion