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presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414
09/20/2013
SharePoint &
The Lean Enterprise
Critical Factors for Accelerating Time to Value
Welcome & Introductions
Chrysalis | Business Technology Solutions
• Drive performance improvement through the strategic application of technology
• Business Process Optimization, Business Intelligence, SharePoint Application Development
• Business application implementation and management
• Specialization in Microsoft SharePoint
Dave Healey, Managing Partner
• 20 years industry experience
• Knowledge & Information Mgmt.
Andrew Hopkins, Principal Consultant
• 22 years industry experience
• Enterprise Information Management
Presentation Team
• Who are you?
• Name, Company, Title
• How are you using SharePoint today?
• What do you hope to get out of this session?
Welcome & Introductions
“Success is not delivering a feature;
success is solving the customer’s problems.”
– Mark Cook, VP Products
Kodak Gallery
The Lean Startup
Based on Lean Methodology
Scientific approach to
• A delivery model designed to
help discover and deliver on
customer needs
• Deliver a new solution under
conditions of uncertainty
• Get a desired solution into
customers’ hands faster
• Validated Learning
Ideas
Build
Product
Measure
Data
Learn
8
Build-Measure-Learn Feedback Loop
Minimize Total Time
Through The Loop
Idea, Build
• Experiment with
product and process
• Incremental / Disruptive
• Start small
9
Zappos
Hypothesis and Validated Learning
Idea, Build
• For internal users,
perform customer
discovery & interviews
• Identify users that
impact business metrics
• Start small
11
Transportation Safety Board
Vision
• More consistent, less complex information
management practices
• More efficient, effective, reproducible and defensible
analysis
• Better utilization of knowledge nationally
• Ability to find information and records in response to
any challenge
• Less expenditure at local levels on non-standard
software
Iterative, Validated Learning Approach
Business Process Reengineering
Business Process Reengineering
• Analysis and design of workflows and
processes within an organization
Mission
Work
Processes
Decisions Information Technology
Defines Executes Considers Employs
Accomplish Guides Supports Processes
Agile Modeling
Epics, Stories and Sprints
• Iteration 01
• E-Workspace
• Report Workflow and Production
• IS/IM Tools Re-Design
• Development and Configuration Management Tools
• Iteration 02
• E-Workspace
• Data/Information Collection Tools
• Investigation Milestone & Cost Tracking
• Corporate Information Management
• Iteration 03
• Report Production Workflow
• Fatigue Assessment Re-Design
TSB Information Gateway
Iteration 2
Idea, Build
• If you have User Stories,
add a hypothesis that
states the expected
outcome on a specific
metric
• Feed the learning back
into the product
backlog…
• Start small
16
• Cultural
• Budget constraints
• Internal resistance
Critical Factors
Risks to Success
Problem Solution Process
Known Known
Known Unknown
Unknown Unknown
18
Recognizing Opportunities for Lean
Waterfall, Agile
Agile
Lean
So Why SharePoint?
Pros
• Facilitates
experimentation
• Not Open Source
• Enables continuous
integration
• Broad base of skilled
resources
Not Pros
• Stack is resource heavy
• Not Open Source
• Requires proactive
management
• Ignoring / deferring
architecture is not a
best practice
19
Product, Measure
• Customer interviews
• Walkthroughs of
wireframes
• Minimum Viable Product
• Minimum you need to test
validity
• Some include Wireframes,
Landing Pages, CRPs, PoCs,
Concierge Product
• Iterate (Agile) from there
20
• Cultural
• Working forward from the technology instead of
working backward from the business results
• “Get out of the building.”
Critical Factors
Risks to Success
Code, Measure
• Decouple from your
existing brand
• Ensure the right
prototype fidelity
• If you experiment in
code, come back to:
• clean it up
• iterate
• productize
• refactor
22
• Cultural
• Wrong level of prototype fidelity
• Too little / No user input
• No validated learning
Critical Factors
Risks to Success
24
Clarity, Insight & Learning
The Right Fidelity for the Right Audience
25
Clarity, Insight & Learning
The Right Fidelity for the Right Audience
Explore Access Download FAQ Contact
Explore: GNOS Graphical Reporting
Access: GNOS Browse and Download Communities Resources
Download: GNOS Download News
Download Request Status Progress
Link Link Link
Type Name Modified
Talk To Us! What do you want to see? What works/doesn’t work?
Welcome to the Annai reQuest Portal Demo
Notes
Clarity, Insight & Learning
The Right Fidelity for the Right Audience
Explore Access Download FAQ Contact
Explore Access Download FAQ Contact
DHealey27 > Explore
EXPLORE: GNOS Graphical ReportingLibraries
Explore
29
The Live Site (Then)
SharePoint Lean Success
Business Management, Microsoft Interactive Entertainment Business
30
• Cultural / Engineering
• Lack of understanding of the platform
• Unwilling to refactor
Critical Factors
Risks to Success
Product, Measure
• Don’t release it to
everyone all at once
• Target specific cohorts
with a/b testing
• You cannot learn if your
feedback loops are
broken
• Just because you can
measure it, does not
mean you should
measure it
• Engineering
• Over-engineering
• Breaking the feedback loop
Critical Factors
Risks to Success
• Identity Federation – third party authentication
authority support and integration
• OAuth, OpenID, Shibboleth
• Integration with other systems
• Continuous Integration
(automated build, test, & deployment)
• Visual Studio vs SharePoint Designer
• Crippled “Build-Measure-Learn” feedback loop
“Don’t build what the customer isn’t asking for.”
34
Do Not Over Engineer
Critical Factors
SharePoint Architecture and Lean
Run the Wizard. Put It In Prod.
Balancing Speed against Stability
Aligning, Balancing, Realizing
The Importance of Application Architecture
Refactor Less. Deliver More.
• Building A Custom
Big Data Management
Application with
SharePoint Search
• Andrew (Andy) Hopkins
10:30 – 11:45
Baker
• Economic
• Licensing
• Cost containment
• Cloud options and impacts
Challenge
Risks to Success
Data, Learn
• Interviews
• Surveys
• Observation
• Web analytics
• Telemetry data
• System generated data
39
• Cultural
• Track the “right” metrics
• Beware “vanity metrics”
• Be prepared to “Pivot”
Critical Factors
Risks to Success
Pivot
• Change direction
• Change the model
• Formulate new
hypotheses
• Generate new ideas
41
Reboot
Forward
• Cultural
• Review and question your hypotheses
• No “sacred cows”
• Engineering
• Technology selection
• Design strategy
• Experiment to align customer & solution
Challenge
Risks to Success
Idea, Build
• Lather, Rinse, Repeat
43
Resources and Contact
Chrysalis Business Technology Solutions
SharePoint & Lean Development Presentation
• www.slideshare.net/dhealey27
Dave Healey
• dhealey@chrysalisbts.com
• @dhealey27
Don’t Touch That Dial
Building A Custom Big Data Management Application with SharePoint Search
• Andrew (Andy) Hopkins
• 10:30 – 11:45 in Baker
49
&
50
presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414

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SharePoint & The Lean Enterprise

  • 1. presented by Dave Healey dhealey@chrysalisbts.com (206) 734-9414 09/20/2013 SharePoint & The Lean Enterprise Critical Factors for Accelerating Time to Value
  • 2. Welcome & Introductions Chrysalis | Business Technology Solutions • Drive performance improvement through the strategic application of technology • Business Process Optimization, Business Intelligence, SharePoint Application Development • Business application implementation and management • Specialization in Microsoft SharePoint Dave Healey, Managing Partner • 20 years industry experience • Knowledge & Information Mgmt. Andrew Hopkins, Principal Consultant • 22 years industry experience • Enterprise Information Management Presentation Team
  • 3. • Who are you? • Name, Company, Title • How are you using SharePoint today? • What do you hope to get out of this session? Welcome & Introductions
  • 4. “Success is not delivering a feature; success is solving the customer’s problems.” – Mark Cook, VP Products Kodak Gallery
  • 5. The Lean Startup Based on Lean Methodology Scientific approach to • A delivery model designed to help discover and deliver on customer needs • Deliver a new solution under conditions of uncertainty • Get a desired solution into customers’ hands faster • Validated Learning
  • 7. Idea, Build • Experiment with product and process • Incremental / Disruptive • Start small 9
  • 9. Idea, Build • For internal users, perform customer discovery & interviews • Identify users that impact business metrics • Start small 11
  • 10. Transportation Safety Board Vision • More consistent, less complex information management practices • More efficient, effective, reproducible and defensible analysis • Better utilization of knowledge nationally • Ability to find information and records in response to any challenge • Less expenditure at local levels on non-standard software
  • 11. Iterative, Validated Learning Approach Business Process Reengineering Business Process Reengineering • Analysis and design of workflows and processes within an organization Mission Work Processes Decisions Information Technology Defines Executes Considers Employs Accomplish Guides Supports Processes
  • 12. Agile Modeling Epics, Stories and Sprints • Iteration 01 • E-Workspace • Report Workflow and Production • IS/IM Tools Re-Design • Development and Configuration Management Tools • Iteration 02 • E-Workspace • Data/Information Collection Tools • Investigation Milestone & Cost Tracking • Corporate Information Management • Iteration 03 • Report Production Workflow • Fatigue Assessment Re-Design
  • 14. Idea, Build • If you have User Stories, add a hypothesis that states the expected outcome on a specific metric • Feed the learning back into the product backlog… • Start small 16
  • 15. • Cultural • Budget constraints • Internal resistance Critical Factors Risks to Success
  • 16. Problem Solution Process Known Known Known Unknown Unknown Unknown 18 Recognizing Opportunities for Lean Waterfall, Agile Agile Lean
  • 17. So Why SharePoint? Pros • Facilitates experimentation • Not Open Source • Enables continuous integration • Broad base of skilled resources Not Pros • Stack is resource heavy • Not Open Source • Requires proactive management • Ignoring / deferring architecture is not a best practice 19
  • 18. Product, Measure • Customer interviews • Walkthroughs of wireframes • Minimum Viable Product • Minimum you need to test validity • Some include Wireframes, Landing Pages, CRPs, PoCs, Concierge Product • Iterate (Agile) from there 20
  • 19. • Cultural • Working forward from the technology instead of working backward from the business results • “Get out of the building.” Critical Factors Risks to Success
  • 20. Code, Measure • Decouple from your existing brand • Ensure the right prototype fidelity • If you experiment in code, come back to: • clean it up • iterate • productize • refactor 22
  • 21. • Cultural • Wrong level of prototype fidelity • Too little / No user input • No validated learning Critical Factors Risks to Success
  • 22. 24 Clarity, Insight & Learning The Right Fidelity for the Right Audience
  • 23. 25 Clarity, Insight & Learning The Right Fidelity for the Right Audience
  • 24. Explore Access Download FAQ Contact Explore: GNOS Graphical Reporting Access: GNOS Browse and Download Communities Resources Download: GNOS Download News Download Request Status Progress Link Link Link Type Name Modified Talk To Us! What do you want to see? What works/doesn’t work? Welcome to the Annai reQuest Portal Demo Notes Clarity, Insight & Learning The Right Fidelity for the Right Audience
  • 25. Explore Access Download FAQ Contact
  • 26. Explore Access Download FAQ Contact DHealey27 > Explore EXPLORE: GNOS Graphical ReportingLibraries Explore
  • 28. SharePoint Lean Success Business Management, Microsoft Interactive Entertainment Business 30
  • 29. • Cultural / Engineering • Lack of understanding of the platform • Unwilling to refactor Critical Factors Risks to Success
  • 30. Product, Measure • Don’t release it to everyone all at once • Target specific cohorts with a/b testing • You cannot learn if your feedback loops are broken • Just because you can measure it, does not mean you should measure it
  • 31. • Engineering • Over-engineering • Breaking the feedback loop Critical Factors Risks to Success
  • 32. • Identity Federation – third party authentication authority support and integration • OAuth, OpenID, Shibboleth • Integration with other systems • Continuous Integration (automated build, test, & deployment) • Visual Studio vs SharePoint Designer • Crippled “Build-Measure-Learn” feedback loop “Don’t build what the customer isn’t asking for.” 34 Do Not Over Engineer Critical Factors
  • 33. SharePoint Architecture and Lean Run the Wizard. Put It In Prod.
  • 34. Balancing Speed against Stability Aligning, Balancing, Realizing
  • 35. The Importance of Application Architecture Refactor Less. Deliver More. • Building A Custom Big Data Management Application with SharePoint Search • Andrew (Andy) Hopkins 10:30 – 11:45 Baker
  • 36. • Economic • Licensing • Cost containment • Cloud options and impacts Challenge Risks to Success
  • 37. Data, Learn • Interviews • Surveys • Observation • Web analytics • Telemetry data • System generated data 39
  • 38. • Cultural • Track the “right” metrics • Beware “vanity metrics” • Be prepared to “Pivot” Critical Factors Risks to Success
  • 39. Pivot • Change direction • Change the model • Formulate new hypotheses • Generate new ideas 41 Reboot Forward
  • 40. • Cultural • Review and question your hypotheses • No “sacred cows” • Engineering • Technology selection • Design strategy • Experiment to align customer & solution Challenge Risks to Success
  • 41. Idea, Build • Lather, Rinse, Repeat 43
  • 42. Resources and Contact Chrysalis Business Technology Solutions SharePoint & Lean Development Presentation • www.slideshare.net/dhealey27 Dave Healey • dhealey@chrysalisbts.com • @dhealey27 Don’t Touch That Dial Building A Custom Big Data Management Application with SharePoint Search • Andrew (Andy) Hopkins • 10:30 – 11:45 in Baker
  • 43. 49 &