sharepoint strategies for success
DESCRIPTION
Presented at SharePoint TechFest Dallas 2014. All rights reserved.TRANSCRIPT
SharePointStrategies for Success
“No More Excuses”
Dan Hooper, Principal, ISI
SharePoint – What’s Wrong.
Shifting Gears.
10 Winners.
Next Steps.
Q&A
Agenda
SharePoint – Leading Complaints
1. Look, feel, navigation.
2. Can’t find anything (or too much).
3. Didn’t make my job easier, not the way “I” do things.
4. Can’t get adoption.
5. I don’t have time.
6. Don’t see the value.
7. Too slow.
What’s Wrong?
Test your SharePoint Strategy Quotient
Shifting Gears
Admin/Maint
Design/Deploy
Delegate
Governance
Strategy
Content
Refinement
Assu
med
by
IT
Assumed by LO
B
Man
aged
by
IT
Managed by LO
B
Common Scenario
“IT Led”
Desired Scenario“LOB Led”
Adoption, Training
Admin/Maint
Design/Deploy
Delegate
Governance
Strategy
Content
Refinement
Adoption, Training
Test your SharePoint Success Quotient
SharePoint Big Three:
Who Are You?
What do you need to See?
What do you need to Do?
Current State & Future State defined.
How well did you do on these?
Where are You?
Conte
nt
Value
Documents
Records
Archives
Videos
Forms
Libraries
Sites
Intranet
CollaborationTasks
Designer Workflow
Unstructured Search
LOB Integration
Business Intelligence
Web, Extranet
Refined Search
Delegated Workflow, Forms
Mobility
Storage Distribution
Integration
Common ScenarioDesired Scenario
#1 – Content Types & Metadata Management Service
How is Content Organized?
What Policies Should Content have?
Forces LOB to Answer Big Three?
Check out Document Sets and Content
Organizer.
Develop
Test
Deploy
Ten Winners
#2 & 3 - Workflow & Forms
Automation often has quantifiable ROI.
Microsoft does NOT have viable workflow or forms
solution.
Recommended 3rd parties: Nintex, K2.
Develop
Test
Deploy
Query Search Rules(see OOB, i/o Best Bets ).
Create Query Rules.
Alerts, Follow.
Tags.
Results Promotion
Results Refining
Content Search Web Part & Search Centers
Verticals & Result
Sources.
Result type.
Refiners (date, author,
tags).
Hover panel.
Refined results.
Properties driven.
Presentation design.
#4 – Search
#5 – Web Content
Design Manager allows BYOT.
Extranets?
Websites or subpages.
Ask Marketing.
Develop
Test
Deploy
#6 – Social Leverage
Community Sites, Micro blogging.
Reward Badges, Rankings. Gamification (w 3rd
party apps).
Newsfeeds, following, follow ups, mentions, #tag
conversations.
Gateway to mobile.
Develop
Test
Deploy
#7 – Mobility
Device Channels, 1.0.
Social makes Mobile SharePoint much better.
Push notifications.
Geolocation functions.
Workflow advancing.
Business Intelligence.
Office 365 interoperability.
Develop
Test
Deploy
#8 – Business Intelligence
Power BI Publishing:
Power Query
Power Pivot
Power View
Power Map
BI 2.0 is Content Managed (no dev bottleneck).
Top of the C-Level food chain.
Develop
Test
Deploy
Project Server, Online.
Integrated to SP Online (OOB).
Low Admin overhead.
May 1 $7/user lite CAL.
Late 2014 Project for masses.
#9 – Project Online
#10 – LOB Integration “Listening In”
Email, Site Mail Boxes.
One place to go, HRM, onboarding.
Trimmed LOB data into SP lists, dashboards, views.
R/W.
BCS in some cases.
Legacy applications – Productivity gains, cost
avoidance.
Nintex and K2 web service/API connectors.
Develop
Test
Deploy
Dan Hooper David Easley Lori AdamsPrincipal, Sales & Marketing Principal VP, SalesIntegrated Services, Inc. Integrated Services, Inc. Integrated Services, Inc.
[email protected] [email protected] [email protected]
1. DFW SharePoint User Community.
2. DFW Business Intelligence User Community.
3. ISI SP Readiness Assessment.
4. ISI SP HealthCheck.
Next Steps & Resources