2. Thanks to the Organisers
Randy Whitcroft
Organiser and Co-Host
President – Syntapa Technologies
President – Sales Professionals of Ottawa
Founder – i2r Global Solutions
Nick Kellett
Co-Organiser and Co-Host
CTO - StoneShare
Microsoft SharePoint MVP
3. Introduction
Business Strategist and SharePoint Architect - StoneShare
rmerpaw@stoneshare.com
http://www.merpaw.com
@ryanmerpaw
5. SharePoint Marketing Syndrome
What They Actual
Think is OOB Implementation Time
What is OOB
Expected
Implementation
Time
6. “Just Install it…. Users Will do the Rest…”
SharePoint Sprawl
Fail to Plan, Plan to Fail
Governance Plan
Information Architecture
Centre of Excellence
SharePoint Enables Business to Solve Business Problems
“SharePoint will find errors in your business processes faster than any other
Software” – Bill English
7. What’s in it for Me
Two Types of Users – Business and Technical
Real Life Samples
Usable Tools
Participate and See it in Action
8. The Requirements Session
Introduction and Agenda
Project Introduction
Functional capabilities
What is WCM/EDRMS/Workflow/Extranet/Search/Social?
Requirements gathering – Current to Future State
9. Introduce Project
Project Manifesto
Building a Public web site to Share Content
Project Team
Johnny Walker – Project Sponsor
Glen Fiddich – Project Manager
Chivas Regal – Technical Architect
Jim Beam– Business Architect
Todays Goals
Introduction to New System
Manage Expectations
Gather Requirements
Overall Goals
Traceability Matrix
11. The SharePoint Pie – Functional Capabilities
Sites Communities
SharePoint Sites provides a single Sites SharePoint Communities delivers great
infrastructure for all your business web sites. collaboration tools – and a single platform to
Share documents with colleagues, mange manage them. Make it easy for people to share
projects with partners and publish information ideas and work together the way they want.
to customers.
Composites Communities
Composites Content
SharePoint Composites offers tools and SharePoint Content makes content
components for creation do-it-yourself business management easy. Set up compliance
solutions. Build no-code solution to rapidly measures “behind the scenes” – with features
respond to business needs. like document types, retention policies and
Insights Content automatic content sorting – and then let
people work naturally in Microsoft Office.
Insights Search
SharePoint Insights gives everyone access to the SharePoint Search cuts through the clutter.
information in databases, reports and business
applications. Help people locate the information
Search A unique combination of relevance,
refinement and social cues helps people find
they need to make good decisions. the information and contacts they need to
get their jobs done.
12. IT Focused Topics
Current System in Place - Versions
Windows Desktop and Server Version
Internet Explorer Versions – Any Other Browsers and Versions
SQL Versions
Virtualised or Physical Environments
Exchange Version
Active Directory Version
How the Systems are Currently Working
Any Planned Changes
Resource Bandwidth and Expertise
13. The Business Focused Sessions
Web Content Management
Electronic Document and Records Management System
Workflow
Extranets
Search
Social
14. What is WCM?
Your external web site
A major channel to interact with you members
Building the brand awareness
Disseminate important information regarding your association
Making connections
15. What is EDRMS?
Structured storage of unstructured content such as Documents, S/S
Keep Versions, History and Security
Collaborating on Content
Declare as an Un-Changeable Asset
Apply Content Specific Policies for Retention
16. What is Workflow?
Work Processes
Content Approval Process
Single Stage or Multi-Stage
Forms Based Processes
Notifications, events, signatures
17. What is an Extranet?
External Secure Access to Internal Resources – Content and Processes
Can be Based on Published Versions
Could be same system or different system the internal
Collaboration Between Internal and External Parties
Self-Service
18. What is Search?
Find-ability of Content
Internal and External Content Combined - Federated
Increasing Results Relevancy
Metadata Based Refinements
Security Trimming – Who can see what?
19. What is Social?
More Public Company Presence
A Major Public Advertising Channel – Usually FREE
Building Global Brand Awareness
Disseminate Important Information
Push Advertisement not Pull Like WCM
Perpetual discussions
20. A Day in the Life of… YOU!
Your Name
Business you work with?
What do you like?
How do I work with the system?
What can be done to make it better for you?
What don’t you like?
23. Working with Somerset West CHC
Staff Development Request
Visio to Map the Process
Balsamic to Create Form UX
More Questions You Ask, the Better Your Understanding
24. Thanks for your time!
Ryan Merpaw
Business Strategist & SharePoint Architect
rmerpaw@stoneshare.com
http://www.merpaw.com
@ryanmerpaw
Hinweis der Redaktion
Just a quick thank you to the organisers
Introduction to who I am and where to find me
Before we look at what actually happens during a requirements session, want to manage expectations. Then we move to the requirements gathering session, show some tools and demo them, and then we can start to look at the SWCHC. Make sure you have some drinks and some food and please ask questions.
MS loves to show functionality of SharePoint. Clients who see SharePoint have an expectation of what can be done OOB – this is usually more that what can and should be used out of the box. With that, people are under the assumptions sharepoint is everything they need OOB, just install and go
Why are we doing this… why should we use the tips. need more..
Want to give warning that it’s best not to show SharePoint yet….
This is how you should present sharepoint to business users.. To give them an idea of what to do
Examples of high level notes of each type of requirements session introduction to business users
Add high level points of what this could be
Add example in discussion
How to stimulate the conversation….
Ask Justin questions about one of the processes and map it out on screen using visio and forms with balsamiq – allow others to ask questions!!!!