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Conquer the chaos of
SharePoint end user
support
Asif Rehmani
SharePoint MVP and MCT
@asifrehmani
SharePoint-Videos.com
A quick story about technology adoption
The story of a beautiful looking Intranet that
didn’t provide users what they needed most
We built it, but not many came 
Target audience for this session:

Intranet/Web Content Manager
Communications Specialist
Portal Solutions Manager
SharePoint Guy/Gal
This webinar will cover:
Current end user support challenges
Strategies to overcome those challenges
How VisualSPTM Help system helps automate end user support

Ideas for what to do with your time when end users don't need you for SharePoint
support
Raffle at end – 1 year access to SharePoint-Videos.com
TM
VisualSP
in-context and on-demand
Help for SharePoint users

Context sensitive Help items:
•

Videos

•

Images/Screenshots

•

Documents

•

Links
Poll: What SharePoint version are you on?
(or navigating towards)
Earlier

2007
2010
2013
„End Users‟ – according to webopedia
"The final or ultimate user of a computer system. The end user is the
individual who uses the product after it has been fully developed and
marketed… users who require a bug-free and finished product… The
term end user usually implies an individual with a relatively low level
of computer expertise…"
Current SharePoint end user
support and software adoption
challenges
Support person point of view
1. Users ask the same question again and again

2. I don’t have enough hours in the day to support users and do my
‘real’ job
3. People keep going back to the old way of doing things and not
using and adopting our Awesome Intranet the right way
Audience: You guys have anymore you want to share?
SharePoint Intranet Designs

Source:
http://www.steptwo.com.au/columntwo/make-sharepoint-intranets-beautiful/
Here is the quick solution to End User
Adoption:
End User point of view
1. I like the way we are currently doing things. Why change it?

2. I don’t want to learn a new technology/software

What they are Really saying is:

WIIFM - What’s In It For Me?
End User Training and
Support
“If you build it, they will come” is sadly not true for SharePoint
Empathy for end users is the key!
What’s in it for them? Why should they care?

Understand before being understood
Seemingly simple things to You might not be as simple to Them
What users experience when they come
across something they don‟t understand in
SharePoint
Example
Seeing that a document is checked out in a document library. This
person wanted to edit this document.
Steps they take:
1) Look around on the page for any info on what that means and what
they can do
2) Ask someone nearby
3) Email or call help desk
Sequence of 'training' end users
1. Communicate business goals – weeks or months in advance
2. Clarify how the changes apply to their role

3. Train on software/technology
Cost of “training” users the traditional way
Approx. $115 / user (not counting the time off from work)
for an average 2 day training
Size of Organization

Total cost of 2 day training for
end users

500

$57,500

1,000

$115,000

2,000

$230,000

5,000

$575,000

10,000

$1,150,000
After two days of training, people
remember

A Bold statement coming up…

10% of what they read
20% of what they hear
30% of what they see
Copyright 1999 Open-Book Management Inc.

A thorough end users Training on SharePoint is a waste
of time - Theirs and Yours
Instead…
• Provide kick off/intro training, then frequent awareness sessions in
form of lunch and learns
• Provide on-demand quick help - tip sheets, video tutorials and
reference documents when users need them
• Provide a reference Knowledge Portal – online or on-premise
TM
VisualSP
On-premise solution:
http://www.visualsp.com
SharePoint online (Office 365) solution
In-Context and On-Demand Help for SharePoint users
TM
VisualSP
In-context support provided
through a Help tab in the Ribbon
All content and categories are
configurable
Ability to expose your own
training material

We provide the following content out-of-the-box:
 105 End User videos
 Reference help documents and screenshots
VisualSPTM
Supports multiple media formats
Media types supported:
•
•
•
•

Video
Images
Documents
Links
VisualSPTM
Help content displays in the same
window
Video
tutorials, documents and
screenshots all display in
the type of pop-up
window used throughout
SharePoint
VisualSPTM
Supplement with your own content on the
Help tab
Put your own content on
the Help tab.
VisualSPTM
Provides security trimming for Help items
Ability to specify
SharePoint user
permission needed to
see a particular help item
VisualSPTM
Show the Help items at any page
Target the Help item for
various scopes.
Example
The video checking out a
document can be set to
appear in the Help tab
for document library and
for web pages
TM
VisualSP

Show Help items on body of page
VisualSPTM web part lets
you show Help content
on the page
TM
VisualSP

Control the Help items at any scope
Help items can be
configured or inherited at
various levels:
• Farm
• Web Application
• Site Collection
TM
VisualSP

Support for foreign languages
Support for French and
Spanish provided built-in.
Can be extended to
provide support for any
other language.
TM
VisualSP

Help for other SharePoint products
Supports providing help
for Nintex® Workflows –
2010 and 2013
Video showcase of VisualSPTM
capabilities
Lots of usage scenarios demonstrated in the video showcase:
http://sharepoint-videos.com/products/visualsp/visualsp-videoshowcase/
Demo of

TM
VisualSP
Ideas on how to spend your
freed up SharePoint time
What can SharePoint do?
Collaboration
Document management
Internal Social Network
Forms
Process Automation (Workflows)
Business Intelligence
Reporting
Search
Metadata Management
…

Super secret
The next version will even make
coffee!
Implement Quick Wins

Identify pain points and focus in on them
What can SharePoint do for your
business?
Human resource on-boarding process
Vacation scheduling system
Vendor management portal
Employee training scheduling and materials
Business performance reporting
Company knowledge base
Help desk portal
Inventory tracking
…
Customize sites using SharePoint
Designer
Workflows

Conditional Formatting
Create powerful views using Excel
Use PowerView to better visualize and present your data dashboard
Create web applications using Access
Build Access web apps and launch to SharePoint Online
Use Geolocation column for live mapping
Show maps directly within lists and libraries
Show pre-configured data on pages
using Search web parts
Live pre-defined search results on web pages
How do I practice my ideas and
concepts?
Watch free videos at:
http://sharepoint-videos.com/video-categories/allfree-videos/

Get a free CloudShare environment for 14 days to play
around with:
http://tinyurl.com/asifcloudshare
42
Multi-User access to All videos on
SharePoint-Videos.com
• Hundreds of no-code video tutorials
• Fully narrated by SharePoint experts
SharePoint topics covered
End User

SharePoint Site Administration

InfoPath

SharePoint Designer

Workflows

Branding

Project management

Metadata Management

Access and Access Services

Records Management

Business Connectivity Services

Search

Reporting

JavaScript customizations
Call to Action

@asifrehmani
SharePoint-Videos.com

Empathize with the end user

Provide end users the Help they need when they need it
Enjoy building awesome no-code solutions on SharePoint

Thank You!
TM
VisualSP

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Conquer the chaos of SharePoint end user support

  • 1. Conquer the chaos of SharePoint end user support Asif Rehmani SharePoint MVP and MCT @asifrehmani SharePoint-Videos.com
  • 2. A quick story about technology adoption The story of a beautiful looking Intranet that didn’t provide users what they needed most
  • 3. We built it, but not many came 
  • 4. Target audience for this session: Intranet/Web Content Manager Communications Specialist Portal Solutions Manager SharePoint Guy/Gal
  • 5. This webinar will cover: Current end user support challenges Strategies to overcome those challenges How VisualSPTM Help system helps automate end user support Ideas for what to do with your time when end users don't need you for SharePoint support Raffle at end – 1 year access to SharePoint-Videos.com
  • 6. TM VisualSP in-context and on-demand Help for SharePoint users Context sensitive Help items: • Videos • Images/Screenshots • Documents • Links
  • 7. Poll: What SharePoint version are you on? (or navigating towards) Earlier 2007 2010 2013
  • 8. „End Users‟ – according to webopedia "The final or ultimate user of a computer system. The end user is the individual who uses the product after it has been fully developed and marketed… users who require a bug-free and finished product… The term end user usually implies an individual with a relatively low level of computer expertise…"
  • 9. Current SharePoint end user support and software adoption challenges
  • 10. Support person point of view 1. Users ask the same question again and again 2. I don’t have enough hours in the day to support users and do my ‘real’ job 3. People keep going back to the old way of doing things and not using and adopting our Awesome Intranet the right way Audience: You guys have anymore you want to share?
  • 12. Here is the quick solution to End User Adoption:
  • 13. End User point of view 1. I like the way we are currently doing things. Why change it? 2. I don’t want to learn a new technology/software What they are Really saying is: WIIFM - What’s In It For Me?
  • 14. End User Training and Support “If you build it, they will come” is sadly not true for SharePoint
  • 15. Empathy for end users is the key! What’s in it for them? Why should they care? Understand before being understood Seemingly simple things to You might not be as simple to Them
  • 16. What users experience when they come across something they don‟t understand in SharePoint Example Seeing that a document is checked out in a document library. This person wanted to edit this document. Steps they take: 1) Look around on the page for any info on what that means and what they can do 2) Ask someone nearby 3) Email or call help desk
  • 17. Sequence of 'training' end users 1. Communicate business goals – weeks or months in advance 2. Clarify how the changes apply to their role 3. Train on software/technology
  • 18. Cost of “training” users the traditional way Approx. $115 / user (not counting the time off from work) for an average 2 day training Size of Organization Total cost of 2 day training for end users 500 $57,500 1,000 $115,000 2,000 $230,000 5,000 $575,000 10,000 $1,150,000
  • 19. After two days of training, people remember A Bold statement coming up… 10% of what they read 20% of what they hear 30% of what they see Copyright 1999 Open-Book Management Inc. A thorough end users Training on SharePoint is a waste of time - Theirs and Yours Instead… • Provide kick off/intro training, then frequent awareness sessions in form of lunch and learns • Provide on-demand quick help - tip sheets, video tutorials and reference documents when users need them • Provide a reference Knowledge Portal – online or on-premise
  • 20. TM VisualSP On-premise solution: http://www.visualsp.com SharePoint online (Office 365) solution In-Context and On-Demand Help for SharePoint users
  • 21. TM VisualSP In-context support provided through a Help tab in the Ribbon All content and categories are configurable Ability to expose your own training material We provide the following content out-of-the-box:  105 End User videos  Reference help documents and screenshots
  • 22. VisualSPTM Supports multiple media formats Media types supported: • • • • Video Images Documents Links
  • 23. VisualSPTM Help content displays in the same window Video tutorials, documents and screenshots all display in the type of pop-up window used throughout SharePoint
  • 24. VisualSPTM Supplement with your own content on the Help tab Put your own content on the Help tab.
  • 25. VisualSPTM Provides security trimming for Help items Ability to specify SharePoint user permission needed to see a particular help item
  • 26. VisualSPTM Show the Help items at any page Target the Help item for various scopes. Example The video checking out a document can be set to appear in the Help tab for document library and for web pages
  • 27. TM VisualSP Show Help items on body of page VisualSPTM web part lets you show Help content on the page
  • 28. TM VisualSP Control the Help items at any scope Help items can be configured or inherited at various levels: • Farm • Web Application • Site Collection
  • 29. TM VisualSP Support for foreign languages Support for French and Spanish provided built-in. Can be extended to provide support for any other language.
  • 30. TM VisualSP Help for other SharePoint products Supports providing help for Nintex® Workflows – 2010 and 2013
  • 31. Video showcase of VisualSPTM capabilities Lots of usage scenarios demonstrated in the video showcase: http://sharepoint-videos.com/products/visualsp/visualsp-videoshowcase/
  • 33. Ideas on how to spend your freed up SharePoint time
  • 34. What can SharePoint do? Collaboration Document management Internal Social Network Forms Process Automation (Workflows) Business Intelligence Reporting Search Metadata Management … Super secret The next version will even make coffee!
  • 35. Implement Quick Wins Identify pain points and focus in on them
  • 36. What can SharePoint do for your business? Human resource on-boarding process Vacation scheduling system Vendor management portal Employee training scheduling and materials Business performance reporting Company knowledge base Help desk portal Inventory tracking …
  • 37. Customize sites using SharePoint Designer Workflows Conditional Formatting
  • 38. Create powerful views using Excel Use PowerView to better visualize and present your data dashboard
  • 39. Create web applications using Access Build Access web apps and launch to SharePoint Online
  • 40. Use Geolocation column for live mapping Show maps directly within lists and libraries
  • 41. Show pre-configured data on pages using Search web parts Live pre-defined search results on web pages
  • 42. How do I practice my ideas and concepts? Watch free videos at: http://sharepoint-videos.com/video-categories/allfree-videos/ Get a free CloudShare environment for 14 days to play around with: http://tinyurl.com/asifcloudshare 42
  • 43. Multi-User access to All videos on SharePoint-Videos.com • Hundreds of no-code video tutorials • Fully narrated by SharePoint experts SharePoint topics covered End User SharePoint Site Administration InfoPath SharePoint Designer Workflows Branding Project management Metadata Management Access and Access Services Records Management Business Connectivity Services Search Reporting JavaScript customizations
  • 44. Call to Action @asifrehmani SharePoint-Videos.com Empathize with the end user Provide end users the Help they need when they need it Enjoy building awesome no-code solutions on SharePoint Thank You! TM VisualSP