A key component of your SharePoint governance activities should be defining and, as much as possible, automating your metrics and reporting. This presentation walks through what is available out of the box in SharePoint, and areas you may consider for extending your reporting efforts.
20 Microsoft 365 Tips You've Probably Never Used (But Should)
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
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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.
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.
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