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Christian Buckley, Director of Product Evangelism at Axceler

• Microsoft MVP for SharePoint Server
• Most recently at Microsoft, part of the Microsoft Managed Services
  team (now Office365-Dedicated) and then Advertising Operations
• Prior to Microsoft, was a senior consultant, working in the software,
  supply chain, and grid technology spaces focusing on collaboration
• Co-founded and sold a collaboration software company to Rational
  Software. At another startup (E2open), helped design, build, and
  deploy a SharePoint-like collaboration platform (Collaboration
  Manager), onboarding numerous high-tech manufacturing companies,
  including Hitachi, Matsushita (Panasonic), and Seagate
• Co-authored „Microsoft SharePoint 2010: Creating and Implementing
  Real-World Projects‟ link (MS Press, March 2012) and 3 books on
  software configuration management.

•   Twitter: @buckleyplanet   Blog: buckleyplanet.com   Email: cbuck@axceler.com
Just released from Microsoft Press
Order your copy at http://oreil.ly/qC4loT

Tackle 10 common business problems with proven
SharePoint solutions
•   Set up a help desk solution to track service requests
•   Build a modest project management system
•   Design a scheduling system to manage resources
•   Create a site to support geographically dispersed teams
•   Implement a course registration system
•   Build a learning center with training classes and
    resources
•   Design a team blog platform to review content
•   Create a process to coordinate RFP responses
•   Set up a FAQ system to help users find answers quickly
•   Implement a cost-effective contact management system
Improving Collaboration since 2007
Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
            Delivered award-winning administration and migration
            software since 1994, for SharePoint since 2007
            Over 2,000 global customers

Dramatically improve the management
of SharePoint
           Innovative products that improve security, scalability,
           reliability, “deployability”
           Making IT more effective and efficient and lower the total
           cost of ownership

Focus on solving specific SharePoint
problems (Administration & Migration)
           Coach enterprises on SharePoint best practices
           Give administrators the most innovative tools available
           Anticipate customers’ needs
           Deliver best of breed offerings
           Stay in lock step with SharePoint development and market trends
Governance is about taking action to
help your organization organize,
optimize, and manage your systems
and resources.
never static
living breathing process




       adaptable
            needs of your business
•   SharePoint out of the box is a powerful platform
•   But many organizations don‟t think they have the
    time, money, people to spend on planning
•   The same can be said for governance
•   The result?
    o   Site sprawl
    o   Unfettered content
    o   Process lawlessness
•   Central to your governance implementation is
    understanding and managing what is happening
    within your SharePoint environment
    •   Identifying, assessing, and prioritizing
    •   Measuring and monitoring
    •   Reviewing and modifying your governance strategy
        based on changing data (and risks you identify)
    •   Creating policies that secure and protect, but are also
        flexible enough to meet the growing demands of your
        organization to collaborate
Roles and
                                 Responsibilities


            Monitoring and
                                                               Principles
             Maintenance




 Business
                                                                            Culture
Alignment

                                     Governance
                                      Strategy




   Information
                                                                     Communication
   Architecture




                           Risk                     Change
                        Management                Management
For example, the ability to audit permissions,
review site and content activity, and monitor
content database size and performance are all
important aspects of SharePoint
administration reporting, but what is available
out-of-the-box can be very limited. The
problem is that the data needed to provide
these reports can be difficult to surface, with
much of it only available at the site level – in
other words, it is not easily captured across
sites, site collections, or multiple farms.
Permissions



Usage/Activity



Storage



Audit


Performance
http://technet.microsoft.com/en-us/library/hh144782(v=office.14).aspx)
Utilize your established PM methodology
Follow these simple, and universal,
guidelines for planning:
  Understand your business objectives
  Understand your end user expectations
  Understand your governance model
  Take feedback, iterate on your plan
  Make your efforts transparent
Identify a governance champion
Clarify roles and responsibilities, and make sure people
know what they are signing up for
Document your governance and change management
processes
Clarify and document your information architecture, have
a detailed map of your templates, content types,
taxonomy and ownership of each
Maintain a list of current risks, make it visible
Provide a list of current and future projects / business
activities to allow open dialog of potential risks
Make decisions about your platform based
on data, not just “best practices”
Have a plan for tracking and measuring key
performance indicators and analytics
Make people accountable by
  Making the data visible, transparent
  Clarifying potential impacts
  Constantly reviewing how data is captured, whether
  it shows an accurate picture of what is happening
Christian Buckley
cbuck@axceler.com
+1 425-246-2823
@buckleyPLANET
www.buckleyPLANET.com
and http://info.axceler.com

                                                  Order your copy at http://oreil.ly/qC4loT


               Additional Resources available
                    Developing and Enforcing SharePoint Governance Policies
                    with Axceler ControlPoint http://bit.ly/SJVq8a
                    What to Look for in a SharePoint Management Tool http://bit.ly/l26ida
                    The Five Secrets to Controlling Your SharePoint
                    Environment http://bit.ly/kzdTjZ

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The Role of Reporting in Governance

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  • 3. Christian Buckley, Director of Product Evangelism at Axceler • Microsoft MVP for SharePoint Server • Most recently at Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and then Advertising Operations • Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration • Co-founded and sold a collaboration software company to Rational Software. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita (Panasonic), and Seagate • Co-authored „Microsoft SharePoint 2010: Creating and Implementing Real-World Projects‟ link (MS Press, March 2012) and 3 books on software configuration management. • Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com
  • 4. Just released from Microsoft Press Order your copy at http://oreil.ly/qC4loT Tackle 10 common business problems with proven SharePoint solutions • Set up a help desk solution to track service requests • Build a modest project management system • Design a scheduling system to manage resources • Create a site to support geographically dispersed teams • Implement a course registration system • Build a learning center with training classes and resources • Design a team blog platform to review content • Create a process to coordinate RFP responses • Set up a FAQ system to help users find answers quickly • Implement a cost-effective contact management system
  • 5. Improving Collaboration since 2007 Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994, for SharePoint since 2007 Over 2,000 global customers Dramatically improve the management of SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trends
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  • 7. Governance is about taking action to help your organization organize, optimize, and manage your systems and resources.
  • 8. never static living breathing process adaptable needs of your business
  • 9. SharePoint out of the box is a powerful platform • But many organizations don‟t think they have the time, money, people to spend on planning • The same can be said for governance • The result? o Site sprawl o Unfettered content o Process lawlessness
  • 10. Central to your governance implementation is understanding and managing what is happening within your SharePoint environment • Identifying, assessing, and prioritizing • Measuring and monitoring • Reviewing and modifying your governance strategy based on changing data (and risks you identify) • Creating policies that secure and protect, but are also flexible enough to meet the growing demands of your organization to collaborate
  • 11. Roles and Responsibilities Monitoring and Principles Maintenance Business Culture Alignment Governance Strategy Information Communication Architecture Risk Change Management Management
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  • 13. For example, the ability to audit permissions, review site and content activity, and monitor content database size and performance are all important aspects of SharePoint administration reporting, but what is available out-of-the-box can be very limited. The problem is that the data needed to provide these reports can be difficult to surface, with much of it only available at the site level – in other words, it is not easily captured across sites, site collections, or multiple farms.
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  • 43. Utilize your established PM methodology Follow these simple, and universal, guidelines for planning: Understand your business objectives Understand your end user expectations Understand your governance model Take feedback, iterate on your plan Make your efforts transparent
  • 44. Identify a governance champion Clarify roles and responsibilities, and make sure people know what they are signing up for Document your governance and change management processes Clarify and document your information architecture, have a detailed map of your templates, content types, taxonomy and ownership of each Maintain a list of current risks, make it visible Provide a list of current and future projects / business activities to allow open dialog of potential risks
  • 45. Make decisions about your platform based on data, not just “best practices” Have a plan for tracking and measuring key performance indicators and analytics Make people accountable by Making the data visible, transparent Clarifying potential impacts Constantly reviewing how data is captured, whether it shows an accurate picture of what is happening
  • 46. Christian Buckley cbuck@axceler.com +1 425-246-2823 @buckleyPLANET www.buckleyPLANET.com and http://info.axceler.com Order your copy at http://oreil.ly/qC4loT Additional Resources available Developing and Enforcing SharePoint Governance Policies with Axceler ControlPoint http://bit.ly/SJVq8a What to Look for in a SharePoint Management Tool http://bit.ly/l26ida The Five Secrets to Controlling Your SharePoint Environment http://bit.ly/kzdTjZ