Presented at SharePoint TechFest Dallas 2014. All rights reserved.

1. SharePoint
Strategies for Success
“No More Excuses” Dan Hooper, Principal, ISI

2. SharePoint – What’s Wrong.
Shifting Gears.
10 Winners.
Next Steps.
Q&A
Agenda

3. SharePoint – Leading Complaints
1. Look, feel, navigation.
2. Can’t find anything (or too much).
3. Didn’t make my job easier, not the way “I” do things.
4. Can’t get adoption.
5. I don’t have time.
6. Don’t see the value.
7. Too slow.
What’s Wrong?

4. Test your SharePoint Strategy Quotient
Shifting Gears
Admin/Maint
Design/Deploy
Delegate
Governance
Strategy
Content
Refinement
AssumedbyIT
AssumedbyLOB
ManagedbyIT
ManagedbyLOB
Common Scenario
“IT Led”
Desired Scenario
“LOB Led”
Adoption, Training
Admin/Maint
Design/Deploy
Delegate
Governance
Strategy
Content
Refinement
Adoption, Training

5. Test your SharePoint Success Quotient
 SharePoint Big Three:
Who Are You?
What do you need to See?
What do you need to Do?
 Current State & Future State defined.
 How well did you do on these?

6. Where are You?
Content
Value
Documents
Records
Archives
Videos
Forms
Libraries
Sites
Intranet
Collaboration
Tasks
Designer
Workflow
Unstructured
Search
LOB
Integration
Business
Intelligence
Web,
Extranet
Refined
Search
Delegated
Workflow,
Forms
Mobility
Storage Distribution Integration
Common Scenario
Desired Scenario

7. #1 – Content Types & Metadata Management Service
 How is Content Organized?
 What Policies Should Content have?
 Forces LOB to Answer Big Three?
 Check out Document Sets and Content Organizer.
Ten Winners

8. #2 & 3 - Workflow & Forms
 Automation often has quantifiable ROI.
 Microsoft does NOT have viable workflow or forms solution.
 Recommended 3rd parties: Nintex, K2.

9.  Query Search Rules
(see OOB, i/o Best Bets ).
 Create Query Rules.
 Alerts, Follow.
 Tags.
Results Promotion Results Refining Content Search Web
Part & Search Centers
 Verticals & Result Sources.
 Result type.
 Refiners (date, author, tags).
 Hover panel.
 Refined results.
 Properties driven.
 Presentation design.
#4 – Search

10. #5 – Web Content
 Design Manager allows BYOT.
 Extranets?
 Websites or subpages.
 Ask Marketing.

11. #6 – Social Leverage
 Community Sites, Micro blogging.
 Reward Badges, Rankings. Gamification (w 3rd party apps).
 Newsfeeds, following, follow ups, mentions, #tag
conversations.
 Gateway to mobile.

12. #7 – Mobility
 Device Channels, 1.0.
 Social makes Mobile SharePoint much better.
 Push notifications.
 Geolocation functions.
 Workflow advancing.
 Business Intelligence.
 Office 365 interoperability.

13. #8 – Business Intelligence
 Power BI Publishing:
 Power Query
 Power Pivot
 Power View
 Power Map
 BI 2.0 is Content Managed (no dev bottleneck).
 Top of the C-Level food chain.

14. Project Server, Online.
Integrated to SP Online (OOB).
Low Admin overhead.
May 1 $7/user lite CAL.
Late 2014 Project for masses.
#9 – Project Online

15. #10 – LOB Integration “Listening In”
 Email, Site Mail Boxes.
 One place to go, HRM, onboarding.
 Trimmed LOB data into SP lists, dashboards, views. R/W.
 BCS in some cases.
 Legacy applications – Productivity gains, cost avoidance.
 Nintex and K2 web service/API connectors.

16. Dan Hooper David Easley Lori Adams
Principal, Sales & Marketing Principal VP, Sales
Integrated Services, Inc. Integrated Services, Inc. Integrated Services, Inc.
dhooper@isi85.com david.Easley@isi85.com ladams@isi85.com
1. DFW SharePoint User Community.
2. DFW Business Intelligence User Community.
3. ISI SP Readiness Assessment.
4. ISI SP HealthCheck.
Next Steps & Resources