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KMA SharePoint Recap
Welcome and Introduction
Why We’re Here: SharePoint Conference 2011




          Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
KMA’s Investment


                                             •   Six people
                                             •   One week
                                             •   Cross-country
                                             •   Conference fee
                                             •   Travel expenses
                                             •   Opportunity cost
                                             •   Total: > $50,000


Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Today’s Approach: 3 Simple Themes


                                    • Cool stuff we learned at
                                      SPC11
                                    • Why we think it matters
                                      to you, our clients and
                                      prospects
                                    • What we recommend
                                      you do next as a result.



 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
A Couple Quick Highlights – Best Quote

Client: "We don't have a development farm.”
Consultant: No, actually, you don't have a production farm."




              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
A Couple Quick Highlights – Best Demo


• SQL 2012 (“Denali”)
   – 7,500 concurrent users
   – 14 TB content database
   – 107 million records in
     search results
• UNPLUGGED ON STAGE
• Full failover in 42 seconds




             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Agenda


Time                 Topic                                                           Owner
9:30am – 9:40am      Introduction                                                    Mike Gilronan
9:40am – 10:00am     Project Server                                                  Amy Talhouk

10:00am – 10:30am    Adoption                                                        Chris Bortlik &
                                                                                     Karina Vatynskaya
10:30am – 10:50am    Business Process Automation                                     Deanne Damato
                     (non-Developer version)
10:50am – 11:00am    BREAK
11:00am – 11:30am    Social Computing                                                Mike Gilronan
11:30am – 12:00pm    External Facing Websites                                        Derek Cash-Peterson
                     (Extranets and WWW)
12:00pm – 12:30pm    Business Intelligence with SQL Server 2012                      Chris McNulty

                     Close

                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Drive Adoption and Get Users Excited about
             SharePoint 2010




         Chris Bortlik                      Karina Vatynskaya
         SharePoint Technology Specialist   Analyst
         Microsoft                          Knowledge Management Associates
Attribution

Portions of this presentation were originally presented
by Chris Bortlik and Scott Jamison at the 2011
SharePoint Conference.

The original slides presented can be found here:

http://tinyurl.com/spc11adoption



            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Session Info

•   Part 1: The Challenge of Adoption
•   Part 2: Must-Haves in Your Adoption Strategy
•   Part 3: Find Your Killer Application
•   Part 4: Must-Have Resources




             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Who is Chris Bortlik?

•   Microsoft SharePoint technology specialist
•   Joined Microsoft in 2008
•   Microsoft customer for 14 years prior
•   Works with Enterprise customers and partners in the
    Northeast
•   Speaks frequently at Microsoft events, SharePoint
    Saturdays, user groups, webinars
•   “SharePoint Insider”
•   Blog: blogs.technet.com/cbortlik
•   Twitter: @cbortlik



              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Part 1:
The Challenge of Adoption




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
What Users Want

• Connecting SharePoint to Biz Goals
   – Users want to see the connection
   – Outcomes, not requirements
• Elegant Solution Design
   – Don’t make users go through five screens to do one task
   – Example: Tagging instead of folders
• ‘WIIFM’
   – “What’s in it for me?” – users want to understand what they get
     out of using the system (why they have to add metadata, for
     example)



              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Part 2:
Must-Have Elements to Your Adoption Strategy




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Must-Have Elements

1.   Communication Plan
2.   Training Plan
3.   Content Conversion Plan
4.   User Support Plan
5.   Incentives and Reward Plan
6.   Executive Sponsorship Plan
7.   Information Architecture Plan



             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Must-Have Elements

1. Communication Plan
2. Training Plan
3. Content Conversion Plan
4. User Support Plan
5. Incentives and Reward Plan
6. Executive Sponsorship Plan
7. Information Architecture Plan



            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Communications Plan – KMA Best Practices

• Frequent
   – CEO Blogs
   – Town Hall Meetings
   – Posters

• Fun
   – Online Scavenger Hunts
   – Portal Naming Contest

• Two-way
   – Survey/Feedback
   – Polls


             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Incentives and Reward Plan – KMA Best Practices

• WIIFM – saving time
  – One Stop Shop
  – Collaboration

• Have a Fantastic User
  Experience
   – Invest in an information
     architecture

• Taking away the alternatives
   – File shares
   – Email Attachments



               Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Part 3:
Find Your Killer Application




            Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
The Magic Formula for Adoption

• A=V>C

• Adoption = Value > Change




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Why Killer Applications Matter?

• Make people want to use SharePoint
  – Remember – most times they have a choice
     Hint: just using SharePoint as a file share replacement is
     not a good reason

• Make SharePoint part of some critical business process/flow
  – So they need to use SharePoint

• Remember the adoption curve & tipping point mentioned
  earlier?



              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
How to Identify Your Killer Application?

•   Internal User/Focus Groups
•   User Champions
•   Executive Sponsors
•   Surveys
•   Microsoft Experience Center -
    http://envisionthepossible.com




             Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
YouTube for the Enterprise




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
YouTube for the Enterprise

• What – Internal podcasting solution

• Why – Need a secure solution for sharing content worldwide

• How – Allows employees to share, view & rate videos. Recognizes
  top contributors & highly rated/viewed content.

• Actions
   – Review how Microsoft implemented this with SharePoint 2010 -
      http://tinyurl.com/msftacademy
   – Read about how to make the business case for social computing-
      http://tinyurl.com/whyspsocial




                 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Idea & Innovation Management




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Idea & Innovation Management

• What – Solution for soliciting feedback & responses to corporate
  challenges

• Why – Need employee, customer & partner engagement, and new
  ideas in the pipeline

• How – Drives adoption by streamlining process for posting ideas,
  sharing, rating, commenting

• Action
   – Watch SPC354 “Managing Innovation with SharePoint & Project Server
     2010”




               Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Part 4:
Must-Have (Free) Resources




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Productivity Hub 2010

                                     •    Format: Pre-loaded SharePoint site collection

                                     •    Content: End user productivity training in a
                                          variety of formats (documents, videos,
                                          podcasts, etc.) with free quarterly updates

                                     •    Blog: Tips and tricks for end user productivity

                                     •    Train the trainer: Coach program

                                     •    Products: Office 2007 & SharePoint Server
                                          2007 or Office 2010 & SharePoint 2010

                                     •    Try It: http://tinyurl.com/seprodhub

                                     •    Get It: http://tinyurl.com/spprodhub




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
I Use SharePoint




Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Local SharePoint User Groups




                http://tinyurl.com/spusers

Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Summary

•   Understand the Challenges
     – Just because you build it, doesn’t mean they will come
     – Adoption won’t happen magically (even though you want it to)
     – Users of SharePoint have jobs & other options to get their work done (e.g. email)

•   Have a Plan
     – Not having a plan is planning to fail
     – Use one or more angles (communication, training, user support, etc)
     – Break SharePoint rollout phases down into smaller chunks to help people absorb it
     – Plan for continual long term engagement

•   Training & Communication Planning is Key
     – Use the great resources out there
     – Many are free




                    Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Thank You!

Contact Info:

Chris Bortlik
Email: chris.bortlik@microsoft.com
Blog: blogs.technet.com/cbortlik
Twitter: @cbortlik

Karina Vatynskaya
Email: kvatynskaya@kma-llc.net



                Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Final Words and Resources




           Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
Evaluations – We All Evaluate One Another…




   Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
How to Sustain the Conversation
Topic                      Owner                    E-mail                            Twitter           Blog

Project Server             Amy Talhouk              atalhouk@kma-llc.net              @atal64           http://blogs.kma-
                                                                                                        llc.net/kma/

Adoption                   Chris Bortlik &          cbortlik@microsoft.com            @cbortlik         http://blogs.technet.com
                           Karina Vatynskaya                                                            /cbortlik

Business Process           Deanne Damato            ddamato@kma-llc.net                                 http://blogs.kma-
Automation                                                                                              llc.net/kma/

Social Computing           Mike Gilronan            mgilronan@kma-llc.net             @mikegil          http://kmamikegil-
                                                                                                        blog.kma-llc.net/
External Facing Websites   Derek Cash-Peterson      dcash-peterson@kma-llc.net @dcpkma                  http://blogs.kma-
                                                                                                        llc.net/goodpoint/

BI -- Powered by SQL       Chris McNulty            chris.mcnulty@quest.com           @cmcnulty20 http://www.chrismcnulty.
Server 2012                                                                           00          net/blog/default.aspx




                              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
In Closing…KMA Stuff

• KMA Event: 22 November
   – Amy Talhouk
   – New England SharePoint User
     Group
   – 5 ways SharePoint can benefit
     your PMO

• KMA Webinar: 14 December
   – Derek Cash-Peterson
   – “How We Did It” Extranets for
     Partners and Customers
   – http://info.kma-llc.net/kma-
     webinar-sharepoint-based-
     partner-portal/

              Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
In Closing…Other Stuff

• Gilbane Conference:
  30 November – 1 December
   – http://gilbaneboston.com

• Microsoft Project Conference 2012
   – Phoenix
   – March 19-22, 2012
   – http://msprojectconference.com
• SharePoint Conference 2012
   – Las Vegas
   – November 12-15, 2012

               Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
THANK YOU!




         Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.

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SharePoint Conference Recap - Adoption Session

  • 1. KMA SharePoint Recap Welcome and Introduction
  • 2. Why We’re Here: SharePoint Conference 2011 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 3. KMA’s Investment • Six people • One week • Cross-country • Conference fee • Travel expenses • Opportunity cost • Total: > $50,000 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 4. Today’s Approach: 3 Simple Themes • Cool stuff we learned at SPC11 • Why we think it matters to you, our clients and prospects • What we recommend you do next as a result. Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 5. A Couple Quick Highlights – Best Quote Client: "We don't have a development farm.” Consultant: No, actually, you don't have a production farm." Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 6. A Couple Quick Highlights – Best Demo • SQL 2012 (“Denali”) – 7,500 concurrent users – 14 TB content database – 107 million records in search results • UNPLUGGED ON STAGE • Full failover in 42 seconds Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 7. Agenda Time Topic Owner 9:30am – 9:40am Introduction Mike Gilronan 9:40am – 10:00am Project Server Amy Talhouk 10:00am – 10:30am Adoption Chris Bortlik & Karina Vatynskaya 10:30am – 10:50am Business Process Automation Deanne Damato (non-Developer version) 10:50am – 11:00am BREAK 11:00am – 11:30am Social Computing Mike Gilronan 11:30am – 12:00pm External Facing Websites Derek Cash-Peterson (Extranets and WWW) 12:00pm – 12:30pm Business Intelligence with SQL Server 2012 Chris McNulty Close Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 8. Drive Adoption and Get Users Excited about SharePoint 2010 Chris Bortlik Karina Vatynskaya SharePoint Technology Specialist Analyst Microsoft Knowledge Management Associates
  • 9. Attribution Portions of this presentation were originally presented by Chris Bortlik and Scott Jamison at the 2011 SharePoint Conference. The original slides presented can be found here: http://tinyurl.com/spc11adoption Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 10. Session Info • Part 1: The Challenge of Adoption • Part 2: Must-Haves in Your Adoption Strategy • Part 3: Find Your Killer Application • Part 4: Must-Have Resources Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 11. Who is Chris Bortlik? • Microsoft SharePoint technology specialist • Joined Microsoft in 2008 • Microsoft customer for 14 years prior • Works with Enterprise customers and partners in the Northeast • Speaks frequently at Microsoft events, SharePoint Saturdays, user groups, webinars • “SharePoint Insider” • Blog: blogs.technet.com/cbortlik • Twitter: @cbortlik Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 12. Part 1: The Challenge of Adoption Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 13. What Users Want • Connecting SharePoint to Biz Goals – Users want to see the connection – Outcomes, not requirements • Elegant Solution Design – Don’t make users go through five screens to do one task – Example: Tagging instead of folders • ‘WIIFM’ – “What’s in it for me?” – users want to understand what they get out of using the system (why they have to add metadata, for example) Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 14. Part 2: Must-Have Elements to Your Adoption Strategy Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 15. Must-Have Elements 1. Communication Plan 2. Training Plan 3. Content Conversion Plan 4. User Support Plan 5. Incentives and Reward Plan 6. Executive Sponsorship Plan 7. Information Architecture Plan Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 16. Must-Have Elements 1. Communication Plan 2. Training Plan 3. Content Conversion Plan 4. User Support Plan 5. Incentives and Reward Plan 6. Executive Sponsorship Plan 7. Information Architecture Plan Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 17. Communications Plan – KMA Best Practices • Frequent – CEO Blogs – Town Hall Meetings – Posters • Fun – Online Scavenger Hunts – Portal Naming Contest • Two-way – Survey/Feedback – Polls Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 18. Incentives and Reward Plan – KMA Best Practices • WIIFM – saving time – One Stop Shop – Collaboration • Have a Fantastic User Experience – Invest in an information architecture • Taking away the alternatives – File shares – Email Attachments Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 19. Part 3: Find Your Killer Application Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 20. The Magic Formula for Adoption • A=V>C • Adoption = Value > Change Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 21. Why Killer Applications Matter? • Make people want to use SharePoint – Remember – most times they have a choice Hint: just using SharePoint as a file share replacement is not a good reason • Make SharePoint part of some critical business process/flow – So they need to use SharePoint • Remember the adoption curve & tipping point mentioned earlier? Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 22. How to Identify Your Killer Application? • Internal User/Focus Groups • User Champions • Executive Sponsors • Surveys • Microsoft Experience Center - http://envisionthepossible.com Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 23. YouTube for the Enterprise Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 24. YouTube for the Enterprise • What – Internal podcasting solution • Why – Need a secure solution for sharing content worldwide • How – Allows employees to share, view & rate videos. Recognizes top contributors & highly rated/viewed content. • Actions – Review how Microsoft implemented this with SharePoint 2010 - http://tinyurl.com/msftacademy – Read about how to make the business case for social computing- http://tinyurl.com/whyspsocial Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 25. Idea & Innovation Management Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 26. Idea & Innovation Management • What – Solution for soliciting feedback & responses to corporate challenges • Why – Need employee, customer & partner engagement, and new ideas in the pipeline • How – Drives adoption by streamlining process for posting ideas, sharing, rating, commenting • Action – Watch SPC354 “Managing Innovation with SharePoint & Project Server 2010” Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 27. Part 4: Must-Have (Free) Resources Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 28. Productivity Hub 2010 • Format: Pre-loaded SharePoint site collection • Content: End user productivity training in a variety of formats (documents, videos, podcasts, etc.) with free quarterly updates • Blog: Tips and tricks for end user productivity • Train the trainer: Coach program • Products: Office 2007 & SharePoint Server 2007 or Office 2010 & SharePoint 2010 • Try It: http://tinyurl.com/seprodhub • Get It: http://tinyurl.com/spprodhub Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 29. I Use SharePoint Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 30. Local SharePoint User Groups http://tinyurl.com/spusers Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 31. Summary • Understand the Challenges – Just because you build it, doesn’t mean they will come – Adoption won’t happen magically (even though you want it to) – Users of SharePoint have jobs & other options to get their work done (e.g. email) • Have a Plan – Not having a plan is planning to fail – Use one or more angles (communication, training, user support, etc) – Break SharePoint rollout phases down into smaller chunks to help people absorb it – Plan for continual long term engagement • Training & Communication Planning is Key – Use the great resources out there – Many are free Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 32. Thank You! Contact Info: Chris Bortlik Email: chris.bortlik@microsoft.com Blog: blogs.technet.com/cbortlik Twitter: @cbortlik Karina Vatynskaya Email: kvatynskaya@kma-llc.net Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 33. Final Words and Resources Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 34. Evaluations – We All Evaluate One Another… Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 35. How to Sustain the Conversation Topic Owner E-mail Twitter Blog Project Server Amy Talhouk atalhouk@kma-llc.net @atal64 http://blogs.kma- llc.net/kma/ Adoption Chris Bortlik & cbortlik@microsoft.com @cbortlik http://blogs.technet.com Karina Vatynskaya /cbortlik Business Process Deanne Damato ddamato@kma-llc.net http://blogs.kma- Automation llc.net/kma/ Social Computing Mike Gilronan mgilronan@kma-llc.net @mikegil http://kmamikegil- blog.kma-llc.net/ External Facing Websites Derek Cash-Peterson dcash-peterson@kma-llc.net @dcpkma http://blogs.kma- llc.net/goodpoint/ BI -- Powered by SQL Chris McNulty chris.mcnulty@quest.com @cmcnulty20 http://www.chrismcnulty. Server 2012 00 net/blog/default.aspx Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 36. In Closing…KMA Stuff • KMA Event: 22 November – Amy Talhouk – New England SharePoint User Group – 5 ways SharePoint can benefit your PMO • KMA Webinar: 14 December – Derek Cash-Peterson – “How We Did It” Extranets for Partners and Customers – http://info.kma-llc.net/kma- webinar-sharepoint-based- partner-portal/ Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 37. In Closing…Other Stuff • Gilbane Conference: 30 November – 1 December – http://gilbaneboston.com • Microsoft Project Conference 2012 – Phoenix – March 19-22, 2012 – http://msprojectconference.com • SharePoint Conference 2012 – Las Vegas – November 12-15, 2012 Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.
  • 38. THANK YOU! Copyright 2011 © Knowledge Management Associates, LLC. All rights reserved.