making diy sharepoint a reality for everyone in your company

Making DIY SharePoint a Reality for EveryoneDan Barker – Global Product Manager

Dell Software

Who on earth is Dan Barker?

© 2014, Information Control Company2

• Global Product Manager for Dell Software

• Worked with SharePoint since the “Tahoe” days

• Developer, architect, financial/data analyst, GM

• Prior work at multiple fortune 500 companies

• Work from the Microsoft campus in Redmond

• I am not related to Bob Barker

• Sports Nut/ Detroit Tigers fan

[email protected]

www.dan-barker.com

@barkingd

Who on earth is Dan Barker?


#TBT

Agenda

• Productivity DNA (Forensic Files Anyone?!)

• Native Limitations

• Limited Time and Tools

• The Tools Dilemma

• The Developer Dependency Dilemma

• Enablement & Adoption = ROI

• Demos – Killing 15 customization pains in 15 minutes & Workflow + Customization = WINNING!


Root Problem


We need SharePoint to do more

• SharePoint out of the box has limitations

• DIY SharePoint is not a reality without the right tools

• Citizen developers (CDs) lack training and experience required to self serve

• CDs don’t have rights to customize if tools are locked down

• CDs need enhancements done yesterday

• Using SharePoint to improve productivity

Productivity DNA


Charts, dashboards & KPI’s

Data filtering & reporting

Calendaring

Forms

Workflow

Site menus & navigation

LOB integration

Productivity DNA – Core Functions


Workflow

Charts, dashboards & KPI’s

Data filtering & reporting

Calendaring

Forms

Site menus & navigation

LOB integration

• Various ways to store data in SharePoint

• Why not attach the business process to this data as well (workflow)

• Peanut butter and jelly • Most data is created out of

process (artifacts)• Automation = improved

efficiencies• Accountabilities (transparency)

Operational Tasks

Automation

Native Limits – List Views


• Very limiting

• Basic sorting & filtering

• No data aggregation

– Multiple list rollup

– LOB data connectivity

• 2 level grouping

• No KPI’s

Native Limits - Forms


• Provide Limited user presentation options

• Very basic field management

– Field type and order only

– North and South (up and down) only

– Cannot create tables (left to right columns)

– Cannot create field labels

– Cannot color code

• Weak mobile compatibility

– Without better forms management the mobile experience suffers

• Line of business connectivity is weak

– Weak compatibility with external data sources (SAP, Oracle, etc.)

Native Limits - Charting


• Charting is a very common need

• There are no chart web parts in SharePoint 2013

• Business Intelligence (BI) / Dashboard scenarios

• Visual representation helps makes SharePoint actionable

• Charting options depend on your SharePoint license type

Native Limits - Navigation

• Limited site & site collection navigation options

• Very little navigation flexibility

• No cascading options

• Cross site updates can be difficult

• Not mobile friendly


Native Limits - Workflow

• Can only be extended using SharePoint Designer

• Not everyone has access to this tool

• Not very visual

• Closely aligned with native forms scenarios

– Native forms are very limiting


Limited Time & Tools


InfoPath – Not easy to use & deprecated

SharePoint Designer– Few can use it & overly powerful

Visual Studio – Developers only (but not always)

Napa – Developers only (but not always)

Challenges & Effects

• Technical Skill• Availability• Enablement• Adoption

What about

Apps?!?

The Tools Dilemma


Admins Devs

Tools

Available tools and user needLimited toolset and limited accessibility

Users

The Tools Dilemma


Users

User span all facets of the company & mostly non-technical

HR Finance Marketing Sales IT Legal

Research Data – Operational Tasks


98% say do-it-yourself SharePoint customization

would be useful Would it be useful if your non-technical users could easily implement the following types of SharePoint customizations

themselves?

Source: Dimensional ResearchMore Dimensional Research Information Here

98% is conclusive!

https://software.dell.com/whitepaper/the-impact-of-diy-sharepoint-how-user-empowerment-drives-adoption826528/

Research Data - Operational Tasks


Source: Dimensional ResearchMore Dimensional Research Information Here

What types of SharePoint customizations are most requested by business users?

Most customization requests are for common

requirements These seem simple even

for you

https://software.dell.com/whitepaper/the-impact-of-diy-sharepoint-how-user-empowerment-drives-adoption826528/

Research Data - Operational Tasks


Do non-technical SharePoint users have the necessary toolsavailable to them to easily make their own customizations

safely and with confidence?

Existing SharePoint customization tools inadequate for

non-technical staff

Bazinga that’s bad. The

data doesn't lie!

SharePoint as a Process Mechanism


The Developer Dilemma


Native SharePoint

3rd Party Tool

Custom Dev

• Risk to the environment (infrastructure & migration)• Ongoing supportability • Reuse• Time• Usually very project specific (verses environment specific)

The Developer Dependency Dilemma


• Most users need to depend on IT or developers

• Only top projects and priorities get development assistance

• Users have no ability to self serve• This changes in the new app world

• Usually medium to low complexity

Potential Arsenal


Custom Solutions

Enablement & Adoption = ROI

• You can’t have adoption without enablement

• You can’t have ROI without adoption

• Yammer is a good example – Everyone collaborates

– Native SharePoint wasn’t very good at that (Until SP2013)

• Tools for everyone = Solutions for everyone!


Best In Class


Customization Workflow

Two Tools = Massive Coverage


Nintex Workflow

• Easy to use

• “Extends”, doesn't “replace”

• SharePoint Designer not required

• Non-developer/power user friendly

• Works for developers

• Application level integration (web services/LOB)

• Great UI, powerful engine

• Flexibility across skillsets

• Highly reusable

• Community = Nintex Connect (Nintex Live)

• Killer workflow!!!

Quick Apps for SharePoint

• Easy to use

• “Extends”, doesn't “replace”

• SharePoint Designer not required

• Non-developer/power user friendly

• Works for developers

• Application level integration (web services/LOB)

• Great UI, powerful engine

• Flexibility across skillsets

• Highly reusable

• Community = SharePoint For All

• Killer customization!!!


…Stop…….Demo Time!

Thank You!


[email protected]

www.dan-barker.com

@barkingd

making diy sharepoint a reality for everyone in your company

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