From my experience implementing SharePoint Solutions that Collaboration, as we know it, is focused on encouraging interaction between individuals and teams within an organization to make it successful. Projects tasked with applying this cultural shift into an integrated technical solution, however, usually start with a much narrower focus. Sponsored by executives, managers, IT, front-line staff or a combination of several stakeholders, these projects rarely have simultaneous buy-in from all. This session explores the adoption strategies for each type of stakeholder not originally vested in the projects, presents shortcuts for identifying value, and provides a roadmap for integrating features in SharePoint to enhance your long-term strategy.

1. Achieving Organizational Buy-in Across
Your Organization
Adam Levithan, Senior Consultant
alevithan@portalsolutions.net, @collabadam

2. Who Am I?

3. A Brief Q/A Session

4. AGENDA

5. AGENDA

6. AGENDA

13. Internet - 1971
“WWW” - 1994
Blog - 1999
My Space 2003
Facebook- 2005
Twitter - 2006

15. Dilip Bhatt 2000
System of Record

16. AIIM, 2005
E-gineer.com, 2009
System of Record/System of
Engagement

17. System of Engagement

19. Driven by the need to make decisions
Select projects based on a strategic goal and broad description
of success
Technology is a tool to be used to drive the entire organization

20. Driven by the need to provide educated recomendations
Provided specific strategic projects, pieces of a puzzle
Focused on achieving department/team goals

21. Driven by the need to get work done
Provided tactical projects that solve a specific set of
requirements
Focused on achieving personal/team goals

22. Driven by the need to provide solutions to all groups
Provided projects based on organizational strategy
Interested in solving problems through technology

23. AGENDA

24. AGENDA

25. AGENDA

27. ?

28. Goal
Centralizing the proposal process across Business
Development, Legal & Finance Departments
Business Need
• Reduced time and rework involved in creating
proposals
• Easy to find status of proposals and value of
pipeline
• Quick identification similar past proposals

30. Goal
Centralizing the proposal process across Business
Development, Legal & Finance Departments
Business Need
• Reduced time and rework involved in creating
proposals
• Easy to find status of proposals and value of
pipeline
• Quick identification similar past proposals
Features
• Document Templates
• Automatic document tagging
• Workflow based on status
• SharePoint Designer created dashboards

31. Goal
Simplify access and management of Human
Resources documentation, and reduce burden on
staff.
Business Need
• Reduce rework performed by Human Resources
• Form approval status and approval tracking
• Allow easy access to information for all staff
• Create easy to use forms

33. Goal
Simplify access and management of Human
Resources documentation, and reduce burden on
staff.
Business Need
• Reduce rework performed by Human Resources
• Form approval status and approval tracking
• Allow easy access to information for all staff
• Create easy to use forms
Features
• Form templates with content types
• Required documents within document sets
• Custom forms & process workflows

34. Goal
Ensure TPS Project runs on time and on budget
Business Need
• Central repository for all TPS reports
• Increased transparency of project health
• Centralized communication about project
• Rapid on-boarding of new project team members

36. Goal
Ensure TPS Project runs on time and on budget
Business Need
• Central repository for all TPS reports
• Increased transparency of project health
• Centralized communication about project
• Rapid on-boarding of new project team members
Features
• Task List
• Alerts

38. Centralize information and communications

39. Centralize information and communications
Store and sync your documentation

40. Centralize information and communications
Store and sync your documentation
Create Site templates with tasks, workflows, calendars and custom
libraries

41. Deep Integration with Office applications

42. Deep Integration with Office applications
Availability of information inside and outside of the organization

43. Deep Integration with Office applications
Availability of information inside and outside of the organization
Capture ideas, answers and follow colleagues activities

44. Connect with people across your organization

45. Connect with people across your organization
Discover Interests, projects and documents they’ve worked on, tagged
or rated

46. Connect with people across your organization
Discover Interests, projects and documents they’ve worked on, tagged
or rated
Customize search to deliver more relevant results and recommend
people and documents of interess

47. Customize the look and feel to match your brand
Streamline business processes with workflows
Create custom applications

48. Availability of cloud our on-premise options
Establish information management policies for different types of
information
Design custom security governance

49. AGENDA

50. AGENDA

51. AGENDA

52. Reduced time and rework involved in creating proposals
Reduced time and rework
HR form approval status and tracking
Approval status and tracking
Central repository for all TPS reports
Central repository for all …

53. HR BD Execs IT
Reduced time and rework
Approval status and tracking
Central repository for all …
Map needs to organizations

54. HR BD Execs IT
Reduced time and rework
X X X X
Approval status and tracking
X X X
Central repository for all …
X X
Map needs to organizations

55. Reduced time and
rework
Approval status and
tracking
Central repository for
all …
Community Template
Automated Tagging
Form templates w/
Workflow
User Profile
Enterprise Search
Map needs features

56. Reduced time and
rework
Approval status and
tracking
Central repository for
all …
Community Template
X
Automated Tagging
X
Form templates w/
Workflow X X
User Profile
X
Enterprise Search
X X X
Map needs features

57. Create a LONG-TERM strategy for adoption
Utilize governance organizations to organically grow
Dedicate business focused resources to adoption process

58. Ideal Roadmap

59. AGENDA

60. AGENDA

61. QUESTIONS