This document summarizes a webinar on developing a SharePoint strategy. It provided an overview of SharePoint capabilities for collaboration, portals, enterprise search, content management, and business processes. It emphasized that simply deploying SharePoint without a strategy can result in disconnected information silos that are difficult to manage. The webinar outlined key steps to developing a SharePoint strategy, including defining processes and audiences, auditing content sources, creating use cases, and evaluating technology options. It stressed the importance of aligning any SharePoint deployment with organizational goals, processes, and information needs.

1. SharePoint Search & IA Jumpstart Series June 4, 2009 Call 1: Creating a SharePoint Strategy Hosted by Earley & Associates in partnership with Consejo, Inc.

14. The result…

19. Microsoft Office SharePoint Server (MOSS) has many capabilities Configuration of each application class requires decisions about site organization, governance, process, content types, metadata, and taxonomy.

26. Different technology classes are appropriate depending upon degree of collaboration and creation vs. structured access More Structured Email Instant Messages Wikis Blogging/ Micro blogging Discussions Collaborative Workspaces Content/ Document Management Workflow/ Business processes Business Intelligence Records Management Knowledge Creation Knowledge Access/Reuse Chaotic Processes Controlled Processes Less Structured User initiated/ controlled IT initiated/ controlled

27. Relative value of content Lower Cost Higher Cost Message text External News Reports Discussion postings Interim deliverables Engineering document repositories Success Stories Benchmarks Approved Methods Best Practices Tagging/Organizing Processes Social tagging (“folksonomy”) Structured tagging (taxonomy) Unfiltered Reviewed/Vetted/Approved Lower Value (More difficult to access) Higher Value (Easier to access)

29. Increase customer satisfaction Expand offerings Develop new markets Customer Support Customer acquisition Engineering Library Knowledge base Marketing Collateral Alignment, linkage, measurement Product Development Grow top line revenue Content supports processes Working here (tools, technology, IA, search, etc) Measuring here (micro level - effects) Measuring here (macro level - outcomes) CEO- “Show me how this project will increase our revenue?” Copyright © 2009 Earley & Associates Inc. All Rights Reserved. Organizational Strategy Business Unit Objectives Business Processes Processes enable objectives L I N K A G E Content Sources Objectives align with strategy

37. 3. Audiences, perspectives, goals and tasks

38. 4. Application survey

39. 4. Application survey

41. 5. Audit content sources

47. Evaluating SharePoint in the Enterprise

49. What does it mean to “evaluate” SharePoint? Which SharePoint services work better than others? How does SharePoint stack up against its competition? As a departmental solution, how will it scale across our enterprise? How should we put “fences” around SharePoint in our enterprise? Which add-on modules are right for our organization?

51. SharePoint Today: a Stack of Technologies

53. SharePoint Architecture: Base Systems

55. SharePoint Architecture: Windows SharePoint Services 3.0

56. Sample Document Library

59. SharePoint Architecture: Windows SharePoint Services 3.0

63. “ What Kind of Collaboration?”

64. Tight Integration with Office

65. Not-so-tight Integration with Outlook / Exchange

68. Collaboration Fit

70. Defining Some Terms EASIER HARDER “ You break it, you own it.”

71. Skill Sets Typically Required for SharePoint Customization

72. Templatized Components, Multiple Sites

74. SharePoint Ecosystem

76. Thank you…and Follow-up www.cmswatch.com [email_address] Twitter: @cmswatch SharePoint Courses: cmswatch.com/Education Contact info@cmswatch to subscribe