You will get to understand the purpose and the benefits of a roadmap, as well as learn how to get start with building one, whom to include, and how to continue with developing and maintaining it. Session Objectives: ​Learn what kind of value a roadmap provides Understand the process of developing a roadmap Hear practical advice on how to proceed Get a better understanding of who needs to be involved

1. Online Conference
June 17th and 18th 2015
WWW.SPBIZCONF.COM
Practical Advice for developing your
SharePoint Roadmap

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René Modery
Email : rene@modery.net
Twitter : modery
Blog : http://www.modery.net
LinkedIn : René Modery
Collaboration & SharePoint Manager in CH
Office 365 MVP
Multiple years of work experience in Asia
Pacific

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What’s a Roadmap?

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Gartner defines it as:
“A graphical representation that is used to
illustrate the milestones and deliverables
required to transition to a future state from a
current state over a specific period of time”

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What’s in a Roadmap:
• Strategy Statement (strategic priorities)
• Initiatives & Projects (timeline)
• Risks / Potential Changes+Disruptions
• Optional: Project Justifications, Costs,
Owners

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Dummy Roadmap
Red Bigger Transform
Current
State
Future
State
MS 1:
New
Colour
MS 2:
New Size
Today Tomorrow

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Slightly Better Example
On-
Premises
CloudQ3/2015 Q4/2015 Q1/2016
Migration
Plan
New
Budget
Pilot Users
in Cloud
Potential
Tech
Update
Risks
90% in
Cloud

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Actual Roadmap – Switzerland
http://www.egovernment.ch/umsetzung/00852/index.html?lang=en

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Difference between Roadmap and Project Plan
Road Map
• How to achieve business
outcomes
• How do initiatives relate
to each other
Project Plan
• How to execute initiatives
• Resources, Dependencies

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A SharePoint Roadmap only?
• Overlapping activities / initiatives between
different teams / departments
• Ideally, an Enterprise Architecture board
oversees all roadmap activities

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What kind of Value does a
Roadmap provide?

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Strategic Tool that…
1. Supports planning process
2. Facilitate investment discussions
3. Allows alignment of different initiatives
4. Shared understanding of the way ahead
Buy-in from all stakeholders

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How do you develop your
Roadmap?

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Step 1: Assemble the Team

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Stakeholder Analysis
• Who needs to deliver outcomes?
• Who owns the resources?

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Step 2: Where are you now?
• Analyse the current situation
• Analyse/align with “higher-level” roadmaps
(IT / company) ( EA board)
CRM UC SP

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Step 3: Define Future State
• Remember: Future State may contain
multiple targets (“simplified infrastructure”,
“Employee self-service platform live”, …)
• Align with business goals

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Step 4: Milestones&Deliverables
• For each future state target, define
initiatives and corresponding milestones
and outcomes
– Rationalize if/where necessary
• High-level first, drill down where required
• Iterate often

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And then?
Continuous Review - Have a look at the
roadmap and refine
– Quarterly
– When significant change / disruption happens
A Roadmap is never final!

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Sample SharePoint Roadmap
Q3/2015 Q4/2015 Q1/2016
Infra-
structure
Applications
Governance
Server Consolidation
Application Rationalization
SQL Performance
Central
Farm
Enterprise Search
Cloud PoC Cloud
Strategy
MS1: App
Inventory
New FY
MS2: App
Plan

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Please fill in my session feedback form available
from the ‘Session Resources’ tab
on my session window.