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12/9/2015 1© 2014 PSC Group, LLC
Keys to a Successful Intranet
MICHAEL BLUMENTHAL, PSC GROUP
12/9/2015 2© 2014 PSC Group, LLC
Who is Michael Blumenthal?
• Technical Solution Evangelist
at PSC Group
• Office 365 MVP
• 12 yrs of SharePoint
• 20 years of Building Intranets
in IT Consulting
12/9/2015 3© 2014 PSC Group, LLC
Getting to Know You
• Refreshing now?
• SP -> SP or Other -> SP?
• On Prem (ver?) or O365?
• E2E, Collab?
• Role? IT, PM/BA, LOB, other?
12/9/2015 4© 2014 PSC Group, LLC
The Challenge
Broad Toolset
Time Consuming
Expensive
It’s Mission Critical
12/9/2015 5© 2014 PSC Group, LLC
Steve Ballmer said it best:
But SharePoint, in my estimation, it's kind of magical in a certain
way. It's really a special kind of a product. And I don't think
directly there's anything in the market that's trying to do in as
holistic a fashion, as integrated a fashion, and as
comprehensive a fashion what we're trying to do in SharePoint.
And because of the extensibility and programmability of
SharePoint, it really becomes a platform for a whole big set of
scenarios that before were all served by special or niche or
custom-developed applications.
12/9/2015 6© 2014 PSC Group, LLC
Average Intranet Refresh takes 17 months!
12/9/2015 7© 2014 PSC Group, LLC
The financial commitment
(1.4𝑦𝑟) 𝑥 (
2000ℎ
𝑦𝑟
) 𝑥 𝑡𝑒𝑎𝑚 𝑠𝑖𝑧𝑒 = 2 𝑥
$150
ℎ𝑟
=
$840,000
12/9/2015 8© 2014 PSC Group, LLC
Your Intranet is mission critical!
Team Collaboration is fundamental to your business
operations.
12/9/2015 9© 2014 PSC Group, LLC
The Key Equation
5 Business
Essentials
5
Technology
Essentials
Successful
Intranet
12/9/2015 10© 2014 PSC Group, LLC
The Five Business Essentials
• Planning1
• Information Architecture and Usability2
• Governance3
• Site Provisioning Business Requirements4
• End User Training and Adoption5
12/9/2015 11© 2014 PSC Group, LLC
Business Essential #1: Planning
Standard Project
Management Practices apply
Define your Short AND Long term
vision
Integration Needs?
Cloud’s role? .
12/9/2015 12© 2014 PSC Group, LLC
Business Essential #2: IA and UX
Information
Architecture
• Organization
• Findability
• Intuitiveness
• Search
• Taxonomy
User Experience
• Branding
• Usability
• Daily Life
• Use Cases
• Devices
..
12/9/2015 13© 2014 PSC Group, LLC
Business Essential #3: Governance
What Policies Do we Need?
Who’s Allowed to Do What?
Who approves platform changes?
Change and Config Management!
Regulatory Compliance?
.
.
First Day / Last Day
12/9/2015 14© 2014 PSC Group, LLC
Business Essential #3: Governance
What Policies Do we Need?
Who’s Allowed to Do What?
Who approves platform changes?
Change and Config Management!
Regulatory Compliance?
.
.
Top Nav,
App Launcher Tiles
12/9/2015 15© 2014 PSC Group, LLC
Business Essential #3: Governance
What Policies Do we Need?
Who’s Allowed to Do What?
Who approves platform changes?
Change and Config Management!
Regulatory Compliance?
.
.
Governance Board
12/9/2015 16© 2014 PSC Group, LLC
Business Essential #3: Governance
What Policies Do we Need?
Who’s Allowed to Do What?
Who approves platform changes?
Change and Config Management!
Regulatory Compliance?
.
.
IE 8, 9 Support Changes
12/9/2015 17© 2014 PSC Group, LLC
Business Essential #3: Governance
What Policies Do we Need?
Who’s Allowed to Do What?
Who approves platform changes?
Change and Config Management!
Regulatory Compliance?
.
.
Acronym Soup
12/9/2015 18© 2014 PSC Group, LLC
Business Essential #4: Site Provisioning
High volume of new team sites?
Identify required information
Plan for Growth
Plan for Disaster Recovery
Plan for Site End of Life
Plan for Findability
Consider Automating
12/9/2015 19© 2014 PSC Group, LLC
Business Essential #5: Driving Adoption
Resistance Is Natural
Train
Motivate
Refine
.
12/9/2015 20© 2014 PSC Group, LLC
Technology Essentials
• Metadata Strategy1
• Key Staff Roles for SharePoint2
• Essential Tools Sold Separately3
• Keeping up to date4
• Getting Help5
12/9/2015 21© 2014 PSC Group, LLC
Technology Essential #1: Metadata Strategy
Navigation is not enough
More than Search
Assign metadata with automation
Tune Regularly
12/9/2015 22© 2014 PSC Group, LLC
Technology Essential #2: Key Roles On Premise
SharePoint
Governance
Board
SharePoint
Developer
SharePoint
Admin
SQL Server
DBA
Information
Architect
UX Designer
Site Owners
&
Champions
AD &
Networking
Engineer
Hardware
Physical Virtual
OS
Windows Server
Database
SQL Server
Application Platform
SharePoint
Business Solution
Intranet
12/9/2015 23© 2014 PSC Group, LLC
SharePoint
Governance
Board
SharePoint
Developer
SharePoint
Admin
SQL Server
DBA
Information
Architect
UX Designer
Site Owners
&
Champions
AD &
Networking
Engineer
Technology Essential #2: Key Cloud Roles
Application Platform
SharePoint
Business Solution
Intranet
12/9/2015 24© 2014 PSC Group, LLC
Technology Essential #3: Tools – On Prem
Backup and
Restore
AvePoint
Metalogix
Management
AvePoint
Metalogix
ShareGate
Monitoring
Microsoft
AvePoint
Metalogix
Antivirus
AvePoint
Forms &
Workflow
AgilePoint
K2
Nintex
Performance
Certeon
F5
Components
Office
Store
Governance
AvePoint
Metalogix
Compliance
AvePoint
Metalogix
12/9/2015 25© 2014 PSC Group, LLC
Technology Essential #3: Tools – O365 Cloud
Management
AvePoint
Metalogix
Share-Gate
Workflow
K2
Nintex
AgilePoint
Governance
AvePoint
Metalogix
Compliance
AvePoint
Metalogix
12/9/2015 26© 2014 PSC Group, LLC
Technology Essential #4: Keeping Up To Date
CUs, SP’s, and Advice
12/9/2015 27© 2014 PSC Group, LLC
Technology Essential #4: Keeping Up To Date
-
Community Sources
Events
12/9/2015 28© 2014 PSC Group, LLC
Communities
• SharePoint-
Community.Net
12/9/2015 29© 2014 PSC Group, LLC
Communities
• SharePoint-
Community.Net
• Microsoft Forums
• TechNet
• MSDN
12/9/2015 30© 2014 PSC Group, LLC
Communities
• SharePoint-
Community.Net
• Microsoft Forums
• Yammer
• SPYam
12/9/2015 31© 2014 PSC Group, LLC
Communities
• SharePoint-
Community.Net
• Microsoft Forums
• Yammer
• SPYam
• Office 365 Network
12/9/2015 32© 2014 PSC Group, LLC
Communities
• SharePoint-
Community.Net
• Microsoft Forums
• Yammer
• SPYam
• Office 365 Network
• Local: Microsoft Midwest Customer
12/9/2015 33© 2014 PSC Group, LLC
Communities
• SharePoint-
Community.Net
• Microsoft Forums
• Yammer
• SPYam
• Office 365 Network
• Local: Microsoft Midwest Customer
• LinkedIn
12/9/2015 34© 2014 PSC Group, LLC
Communities
• SharePoint-Community.Net
• Microsoft Forums
• Yammer
• SPYam
• Office 365 IT Pro Network
• Local: Microsoft Midwest Customer
• Ignite
• LinkedIn
• Twitter
12/9/2015 35© 2014 PSC Group, LLC
Events
• SPUGs
• SP+Azure+ O365 User
Group meeting
• This Thursday! 6-8pm
• Right Here!
• bit.ly/SPUGAtSPFestChi15
12/9/2015 36© 2014 PSC Group, LLC
Events
• SPUGs
• Office 365 Adoption User
Group meeting
• January 14, 2016
• MSFT Downers Grove
• bit.ly/O365AUG2016Q1
12/9/2015 37© 2014 PSC Group, LLC
Events
• SPUGs
• SharePoint Saturdays
12/9/2015 38© 2014 PSC Group, LLC
Events
• SPUGs
• SharePoint Saturdays
• SPFest
You
Are
Here
12/9/2015 39© 2014 PSC Group, LLC
Events
• SPUGs
• SharePoint Saturdays
• SPFest
• SPTechCon
12/9/2015 40© 2014 PSC Group, LLC
Events
• SPUGs
• SharePoint
Saturdays
• SPFest
• SPTechCon
• SPC -> Ignite
12/9/2015 41© 2014 PSC Group, LLC
Events
• SPUGs
• SharePoint Saturdays
• SPFest
• SPTechCon
• SPC -> Ignite
• Online Only
• SPBizConf.com
• Collab365.com
• SP24Conf.com
12/9/2015 42© 2014 PSC Group, LLC
Events
• SPUGs
• SharePoint Saturdays
• SPFest
• SPTechCon
• SPC -> Ignite
• Online Only
• SPBizConf.com
• Collab365.com
• SP24Conf.com
12/9/2015 43© 2014 PSC Group, LLC
Events
• SPUGs
• SharePoint Saturdays
• SPFest
• SPTechCon
• SPC -> Ignite
• Online Only
• SPBizConf.com
• Collab365.com
• SP24Conf.com
12/9/2015 44© 2014 PSC Group, LLC
Feed your Head
• Bing: SharePoint Blogs
• SharePoint Podcasts
• MVP Todd Klindt’s Netcast
• The Microsoft Cloud Show
• SharePints
12/9/2015 45© 2014 PSC Group, LLC
Technology Essential #5: Getting Help
• MSDN
12/9/2015 46© 2014 PSC Group, LLC
• MSDN
• TechNet
Technology Essential #5: Getting Help
12/9/2015 47© 2014 PSC Group, LLC
Technology Essential #5: Getting Help
• MSDN
• TechNet
• Support.Microsoft.Com
12/9/2015 48© 2014 PSC Group, LLC
Technology Essential #5: Getting Help
• MSDN
• TechNet
• Support.Microsoft.Com
• Office.Com
12/9/2015 49© 2014 PSC Group, LLC
Technology Essential #5: Getting Professional Help
Gold Partner
Gold C&C Competency
SDPS Program Member
Depth of Services
Experience and References
12/9/2015 50© 2014 PSC Group, LLC
Essentials in Review
• Enterprise Search &
Metadata Strategy1
• Staffing SharePoint
Deployment & Operations2
• Essential Tools Sold
Separately3
• Keeping up to date4
• Getting Help5
•Planning1
•Information Architecture
and Usability2
•Governance3
•Site Provisioning Business
Requirements4
•End User Training and
Adoption5
Business Technology
12/9/2015 51© 2014 PSC Group, LLC
The Key Equation
5 Business
Essentials
5
Technology
Essentials
Successful
Intranet
12/9/2015 52© 2014 PSC Group, LLC
Q & A
Michael Blumenthal
Technical Evangelist
PSC Group, LLC
MBlumenthal@psclistens.com
http://MichaelBlumenthal.me
Twitter: @MichaelBL
LinkedIn & Yammer

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Keys to a successful SharePoint intranet - ECM101 - SharePoint Fest 2015

  • 1. 12/9/2015 1© 2014 PSC Group, LLC Keys to a Successful Intranet MICHAEL BLUMENTHAL, PSC GROUP
  • 2. 12/9/2015 2© 2014 PSC Group, LLC Who is Michael Blumenthal? • Technical Solution Evangelist at PSC Group • Office 365 MVP • 12 yrs of SharePoint • 20 years of Building Intranets in IT Consulting
  • 3. 12/9/2015 3© 2014 PSC Group, LLC Getting to Know You • Refreshing now? • SP -> SP or Other -> SP? • On Prem (ver?) or O365? • E2E, Collab? • Role? IT, PM/BA, LOB, other?
  • 4. 12/9/2015 4© 2014 PSC Group, LLC The Challenge Broad Toolset Time Consuming Expensive It’s Mission Critical
  • 5. 12/9/2015 5© 2014 PSC Group, LLC Steve Ballmer said it best: But SharePoint, in my estimation, it's kind of magical in a certain way. It's really a special kind of a product. And I don't think directly there's anything in the market that's trying to do in as holistic a fashion, as integrated a fashion, and as comprehensive a fashion what we're trying to do in SharePoint. And because of the extensibility and programmability of SharePoint, it really becomes a platform for a whole big set of scenarios that before were all served by special or niche or custom-developed applications.
  • 6. 12/9/2015 6© 2014 PSC Group, LLC Average Intranet Refresh takes 17 months!
  • 7. 12/9/2015 7© 2014 PSC Group, LLC The financial commitment (1.4𝑦𝑟) 𝑥 ( 2000ℎ 𝑦𝑟 ) 𝑥 𝑡𝑒𝑎𝑚 𝑠𝑖𝑧𝑒 = 2 𝑥 $150 ℎ𝑟 = $840,000
  • 8. 12/9/2015 8© 2014 PSC Group, LLC Your Intranet is mission critical! Team Collaboration is fundamental to your business operations.
  • 9. 12/9/2015 9© 2014 PSC Group, LLC The Key Equation 5 Business Essentials 5 Technology Essentials Successful Intranet
  • 10. 12/9/2015 10© 2014 PSC Group, LLC The Five Business Essentials • Planning1 • Information Architecture and Usability2 • Governance3 • Site Provisioning Business Requirements4 • End User Training and Adoption5
  • 11. 12/9/2015 11© 2014 PSC Group, LLC Business Essential #1: Planning Standard Project Management Practices apply Define your Short AND Long term vision Integration Needs? Cloud’s role? .
  • 12. 12/9/2015 12© 2014 PSC Group, LLC Business Essential #2: IA and UX Information Architecture • Organization • Findability • Intuitiveness • Search • Taxonomy User Experience • Branding • Usability • Daily Life • Use Cases • Devices ..
  • 13. 12/9/2015 13© 2014 PSC Group, LLC Business Essential #3: Governance What Policies Do we Need? Who’s Allowed to Do What? Who approves platform changes? Change and Config Management! Regulatory Compliance? . . First Day / Last Day
  • 14. 12/9/2015 14© 2014 PSC Group, LLC Business Essential #3: Governance What Policies Do we Need? Who’s Allowed to Do What? Who approves platform changes? Change and Config Management! Regulatory Compliance? . . Top Nav, App Launcher Tiles
  • 15. 12/9/2015 15© 2014 PSC Group, LLC Business Essential #3: Governance What Policies Do we Need? Who’s Allowed to Do What? Who approves platform changes? Change and Config Management! Regulatory Compliance? . . Governance Board
  • 16. 12/9/2015 16© 2014 PSC Group, LLC Business Essential #3: Governance What Policies Do we Need? Who’s Allowed to Do What? Who approves platform changes? Change and Config Management! Regulatory Compliance? . . IE 8, 9 Support Changes
  • 17. 12/9/2015 17© 2014 PSC Group, LLC Business Essential #3: Governance What Policies Do we Need? Who’s Allowed to Do What? Who approves platform changes? Change and Config Management! Regulatory Compliance? . . Acronym Soup
  • 18. 12/9/2015 18© 2014 PSC Group, LLC Business Essential #4: Site Provisioning High volume of new team sites? Identify required information Plan for Growth Plan for Disaster Recovery Plan for Site End of Life Plan for Findability Consider Automating
  • 19. 12/9/2015 19© 2014 PSC Group, LLC Business Essential #5: Driving Adoption Resistance Is Natural Train Motivate Refine .
  • 20. 12/9/2015 20© 2014 PSC Group, LLC Technology Essentials • Metadata Strategy1 • Key Staff Roles for SharePoint2 • Essential Tools Sold Separately3 • Keeping up to date4 • Getting Help5
  • 21. 12/9/2015 21© 2014 PSC Group, LLC Technology Essential #1: Metadata Strategy Navigation is not enough More than Search Assign metadata with automation Tune Regularly
  • 22. 12/9/2015 22© 2014 PSC Group, LLC Technology Essential #2: Key Roles On Premise SharePoint Governance Board SharePoint Developer SharePoint Admin SQL Server DBA Information Architect UX Designer Site Owners & Champions AD & Networking Engineer Hardware Physical Virtual OS Windows Server Database SQL Server Application Platform SharePoint Business Solution Intranet
  • 23. 12/9/2015 23© 2014 PSC Group, LLC SharePoint Governance Board SharePoint Developer SharePoint Admin SQL Server DBA Information Architect UX Designer Site Owners & Champions AD & Networking Engineer Technology Essential #2: Key Cloud Roles Application Platform SharePoint Business Solution Intranet
  • 24. 12/9/2015 24© 2014 PSC Group, LLC Technology Essential #3: Tools – On Prem Backup and Restore AvePoint Metalogix Management AvePoint Metalogix ShareGate Monitoring Microsoft AvePoint Metalogix Antivirus AvePoint Forms & Workflow AgilePoint K2 Nintex Performance Certeon F5 Components Office Store Governance AvePoint Metalogix Compliance AvePoint Metalogix
  • 25. 12/9/2015 25© 2014 PSC Group, LLC Technology Essential #3: Tools – O365 Cloud Management AvePoint Metalogix Share-Gate Workflow K2 Nintex AgilePoint Governance AvePoint Metalogix Compliance AvePoint Metalogix
  • 26. 12/9/2015 26© 2014 PSC Group, LLC Technology Essential #4: Keeping Up To Date CUs, SP’s, and Advice
  • 27. 12/9/2015 27© 2014 PSC Group, LLC Technology Essential #4: Keeping Up To Date - Community Sources Events
  • 28. 12/9/2015 28© 2014 PSC Group, LLC Communities • SharePoint- Community.Net
  • 29. 12/9/2015 29© 2014 PSC Group, LLC Communities • SharePoint- Community.Net • Microsoft Forums • TechNet • MSDN
  • 30. 12/9/2015 30© 2014 PSC Group, LLC Communities • SharePoint- Community.Net • Microsoft Forums • Yammer • SPYam
  • 31. 12/9/2015 31© 2014 PSC Group, LLC Communities • SharePoint- Community.Net • Microsoft Forums • Yammer • SPYam • Office 365 Network
  • 32. 12/9/2015 32© 2014 PSC Group, LLC Communities • SharePoint- Community.Net • Microsoft Forums • Yammer • SPYam • Office 365 Network • Local: Microsoft Midwest Customer
  • 33. 12/9/2015 33© 2014 PSC Group, LLC Communities • SharePoint- Community.Net • Microsoft Forums • Yammer • SPYam • Office 365 Network • Local: Microsoft Midwest Customer • LinkedIn
  • 34. 12/9/2015 34© 2014 PSC Group, LLC Communities • SharePoint-Community.Net • Microsoft Forums • Yammer • SPYam • Office 365 IT Pro Network • Local: Microsoft Midwest Customer • Ignite • LinkedIn • Twitter
  • 35. 12/9/2015 35© 2014 PSC Group, LLC Events • SPUGs • SP+Azure+ O365 User Group meeting • This Thursday! 6-8pm • Right Here! • bit.ly/SPUGAtSPFestChi15
  • 36. 12/9/2015 36© 2014 PSC Group, LLC Events • SPUGs • Office 365 Adoption User Group meeting • January 14, 2016 • MSFT Downers Grove • bit.ly/O365AUG2016Q1
  • 37. 12/9/2015 37© 2014 PSC Group, LLC Events • SPUGs • SharePoint Saturdays
  • 38. 12/9/2015 38© 2014 PSC Group, LLC Events • SPUGs • SharePoint Saturdays • SPFest You Are Here
  • 39. 12/9/2015 39© 2014 PSC Group, LLC Events • SPUGs • SharePoint Saturdays • SPFest • SPTechCon
  • 40. 12/9/2015 40© 2014 PSC Group, LLC Events • SPUGs • SharePoint Saturdays • SPFest • SPTechCon • SPC -> Ignite
  • 41. 12/9/2015 41© 2014 PSC Group, LLC Events • SPUGs • SharePoint Saturdays • SPFest • SPTechCon • SPC -> Ignite • Online Only • SPBizConf.com • Collab365.com • SP24Conf.com
  • 42. 12/9/2015 42© 2014 PSC Group, LLC Events • SPUGs • SharePoint Saturdays • SPFest • SPTechCon • SPC -> Ignite • Online Only • SPBizConf.com • Collab365.com • SP24Conf.com
  • 43. 12/9/2015 43© 2014 PSC Group, LLC Events • SPUGs • SharePoint Saturdays • SPFest • SPTechCon • SPC -> Ignite • Online Only • SPBizConf.com • Collab365.com • SP24Conf.com
  • 44. 12/9/2015 44© 2014 PSC Group, LLC Feed your Head • Bing: SharePoint Blogs • SharePoint Podcasts • MVP Todd Klindt’s Netcast • The Microsoft Cloud Show • SharePints
  • 45. 12/9/2015 45© 2014 PSC Group, LLC Technology Essential #5: Getting Help • MSDN
  • 46. 12/9/2015 46© 2014 PSC Group, LLC • MSDN • TechNet Technology Essential #5: Getting Help
  • 47. 12/9/2015 47© 2014 PSC Group, LLC Technology Essential #5: Getting Help • MSDN • TechNet • Support.Microsoft.Com
  • 48. 12/9/2015 48© 2014 PSC Group, LLC Technology Essential #5: Getting Help • MSDN • TechNet • Support.Microsoft.Com • Office.Com
  • 49. 12/9/2015 49© 2014 PSC Group, LLC Technology Essential #5: Getting Professional Help Gold Partner Gold C&C Competency SDPS Program Member Depth of Services Experience and References
  • 50. 12/9/2015 50© 2014 PSC Group, LLC Essentials in Review • Enterprise Search & Metadata Strategy1 • Staffing SharePoint Deployment & Operations2 • Essential Tools Sold Separately3 • Keeping up to date4 • Getting Help5 •Planning1 •Information Architecture and Usability2 •Governance3 •Site Provisioning Business Requirements4 •End User Training and Adoption5 Business Technology
  • 51. 12/9/2015 51© 2014 PSC Group, LLC The Key Equation 5 Business Essentials 5 Technology Essentials Successful Intranet
  • 52. 12/9/2015 52© 2014 PSC Group, LLC Q & A Michael Blumenthal Technical Evangelist PSC Group, LLC MBlumenthal@psclistens.com http://MichaelBlumenthal.me Twitter: @MichaelBL LinkedIn & Yammer

Hinweis der Redaktion

  1. Stop by our booth!
  2. From his keynote at the Microsoft SharePoint Conference in the fall of 2009.
  3. Source: http://www.nngroup.com/articles/intranet-design/, retrieved 10/20/2015 8:00am
  4. We work, not Me Work.
  5. Don’t cut corners! Don’t let pilots become production. Integration plan. OSB example
  6. 20m
  7. Roadmap.office.com Blogs.office.com Aka.ms/Office365Network
  8. http://search.twitter.com/search?q=%23SharePoint http://blumenthalit.net/ http://sharepointpros.org/Pages/Default.aspx
  9. http://SharePoint-Community.Net
  10. There are also communities on Facebook.
  11. http://bit.ly/SPYam
  12. http://bit.ly/SPYam
  13. https://www.yammer.com/microsoftmidwestcustomers
  14. Also groups on Linked In, Facebook, etc.
  15. http://cspug.com
  16. http://cspug.com
  17. SharePoint Saturdays: http://SPSEvents.org
  18. SPFest: http://sharepointfest.com
  19. http://www.sptechcon.com
  20. http://toddklindt.com/netcast/default.aspx http://sharepointpodshow.com/
  21. http://msdn.Microsoft.com
  22. http://technet.Microsoft.com
  23. https://support.microsoft.com/
  24. http://office.com/
  25. Expertise, Experience, References – both individual and corporate. Employees not independents. Pinpoint.Microsoft.com
  26. It’s not magic. It’s hard work, but you’ve got the essentials to guide you. If you get these right, you can make SharePoint *seem* magical for your organization. Get these wrong, and failure is highly likely! Follow these guidelines and dramatically improve your chances of success.