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Communicating the Business Value of
SharePoint to Executives
Naomi Moneypenny
Abu Dhabi
Slide 2
About Me…
October 5, 2013
Passionate about user adoption and
enterprise collaboration & innovation
geek
Technology forecasting and strategy manager at
Shell, consulted at many Fortune 100 companies since then
20 patents in
adaptive
systems
Naomi Moneypenny
n.moneypenny@manyworlds.com
2900+ followers
on Twitter
3+3 dogs Astrophysicist
@nmoneypenny #SPSAbuDhabi n.moneypenny@manyworlds.com
Slide 4
Communicating your SharePoint Value
 Projects rarely fail because of the technology - they fail because no-one
uses the system, or wants to use it
 It can be critical to achieving good, sustained levels of user adoption
(not just ‘mandated’ adoption)
 Communication is 80% of a Project Manager’s job
 Communications planning is usually confined to the implementation
rollout/timeline details
 For executives, the understanding of what SharePoint does may be
very limited (since they often are consumers of information rollups
not contributors)
Slide 5
The Boardroom
October 5, 2013 © ManyWorlds, Inc
Slide 6
Positioning
In an 85,000 person
company, with global
implementations - 40 staff to
support SAP but only 4 for
SharePoint
IT Manager
Slide 7
SharePoint isn’t ERP/BPR….
ERPs are the
embodiment of
business process
reengineering
efforts.
BUSINESS DRIVEN
SharePoint grew
from file
shares, document/re
cords management.
IT DRIVEN
Slide 8
Execs Have Been Burned Before on IT Projects…
October 5, 2013 © ManyWorlds, Inc
Key survey findings include:
• Lack of confidence in project success: 75% of respondents admit that their
projects are either always or usually “doomed right from the start.”
• Rework wariness: 80% admit they spend at least half their time on rework.
• Business involvement is inconsistent or results in confusion: 78% feel the
business is usually or always out of sync with project requirements and
business stakeholders need to be more involved and engaged in the
requirements process.
• Fuzzy business objectives: Only 55% feel that the business objectives of their
projects are clear to them.
• Requirements definition processes do not reflect business need: Less than
20% describe the requirements process as the articulation of business need.
• Lack of complete agreement when projects are done: Only 23% state they
are always in agreement when a project is truly done.
Slide 9
Key Considerations
Establishing Trust & Internal Credibility
Business Case for upgrading/
resourcing
Demo of Real
World Scenario
Priority of Needed
Solution
Fit in Portfolio
Slide 10
Key Considerations
Establishing Trust & Internal Credibility
Business Case for upgrading/
resourcing
Demo of Real
World Scenario
Priority of Needed
Solution
Fit in Portfolio
Slide 11
Putting Together the Business Case
October 5, 2013 © ManyWorlds, Inc
Hard Benefits
e.g. NPV, IRR
Cost Savings, Reduced Licensing
Soft Benefits
e.g. Efficiency gain, % of automation, productivity increase
Leverage of Existing Assets
Risk Mitigation
Slide 12
How Much Opportunity For Your Industry?
October 5, 2013 © ManyWorlds, Inc
Slide 13
Knowledge Worker Productivity
October 5, 2013 © ManyWorlds, Inc
Slide 14
Time Savings
October 5, 2013 © ManyWorlds, Inc
Source: XKCD, http://imgs.xkcd.com/comics/is_it_worth_the_time.png
Slide 15
The Four Most Common Issues in Project Failures
October 5, 2013 © ManyWorlds, Inc
Slide 17
Unclear Objectives
What We Discuss
Most
What We Should
Be Discussing
Most
Don’t rearrange the deck chairs
because it’s the problem that
you can get your hands around.
How to enable users by
making the system as
efficient and valuable
as possible to them
RBS, BCS, Security,
SPD access
Slide 18
Be SMART - Learn from BPR
 Specific – outline in a clear statement
precisely what is required.
 Measurable – include a measure to
enable you to monitor progress and to
know when the objective has been
achieved.
 Achievable – objectives can be designed
to be challenging, but it is important that
failure is not built into objectives.
Employees and managers should agree to
the objectives to ensure commitment to
them.
 Realistic - focus on outcomes rather than
the means of achieving them
 Timely - (or time-bound) – agree the date
by which the outcome must be achieved.
October 5, 2013 © ManyWorlds, Inc
“What gets measured,
gets managed.”
- Peter Drucker
Improve Engineering department product support documentation
lifecycle by 20% in 100 days. [as part of Phase 1 objectives…]
Slide 19
Key Considerations
Establishing Trust & Internal Credibility
Business Case for upgrading/
resourcing
Demo of Real
World Scenario
Priority of Needed
Solution
Fit in Portfolio
Slide 20
Comment on Users
Only two industries
call customers
‘users’…
- drug dealers and IT
Eugene Lee
Slide 21
Simple Prioritization Example
October 5, 2013 © ManyWorlds, Inc
Low
Hanging
Fruit
Phase
Don’t
do
Difficulty to Execute
Value to the
Business
Slide 22
Example Solutions
October 5, 2013 © ManyWorlds, Inc
• Project Management Solution
• Registration Management System
• Basic FAQ Solution
• Learning Center
• Help Desk Management
• Virtual Teams Activity Site
• Team Blog Platform
• RFP Response Solution
• Contact Management Solution
• Resource Scheduling Solution
DO: Show realistic demo or wireframe
DON’T: Assume they know what UX looks like
Slide 23
Employee Training Scheduling and Materials
October 5, 2013 © ManyWorlds, Inc
http://sp2010teamplates.codeplex.com/
Slide 24October 5, 2013 © ManyWorlds, Inc
http://sp2010teamplates.codeplex.com/
Slide 25
Business Intelligence
October 5, 2013 © ManyWorlds, Inc
Slide 26October 5, 2013 © ManyWorlds, Inc
Slide 27
Branding
Slide 28
Integration with Project 2010
Slide 29
Complementarity between Dynamics CRM and SharePoint
Structured &
Semi-
structured Data
Social
Engagement &
Collaboration
Information
Evolution &
Storage
Informal Rules Enterprise
Search
Across Teams
& Domains
Structured
Relational
Data
Interactions, A
ctivities &
Tasks
Information
Generation &
Analytics
Formalized
Processes
Data Query &
Filter
Within Teams
& Domains
SharePoint
CRM
Slide 30
Integration with Dynamics CRM
 Surface CRM data in configurable audience-specific dashboards
Slide 31
Key Considerations
Establishing Trust & Internal Credibility
Business Case for upgrading/
resourcing
Demo of Real
World Scenario
Priority of Needed
Solution
Fit in Portfolio
Actionable insights/learning that make better decisions
Slide 32October 5, 2013 © ManyWorlds, Inc.
Actionable Learning
 Drive from the business value.
 If the information doesn’t influence a decision (or indicate
compliance), it’s worth absolutely zero.
 Actionable learning can be put in the context of a data-to-
action lifecycle process.
 Actionable learning has quantifiable value!
 SharePoint’s value proposition can be put in the context
of an enterprise’s data-to-action lifecycle.
Slide 33
Data-to-Action Lifecycle
October 5, 2013 © ManyWorlds, Inc
Data
Acquisition
Data
Filtering
Data
Storage
Search &
Discovery
Predictive
Analytics
Process &
Collaborate
Data-to-Action Lifecycle
Decide Act
Data
Information
Insights
Institutionalized
Insights &
Processes
Findings
Value
Slide 34October 5, 2013 © ManyWorlds, Inc.
Debottlenecking Organizational Learning
 Bottlenecks can occur that inhibit learning throughput
 Debottlenecking learning throughput delivers tangible value
 Enhancing the flow of learning needs to be a continuous,
dynamic, and strategic process for every enterprise
Slide 35
Data-to-Action Lifecycle Constraints Analysis
October 5, 2013 © ManyWorlds, Inc
Data
Acquisition
Data
Filtering
Data
Storage
Search &
Discovery
Predictive
Analytics
Data-to-Action Lifecycle
Contribution-to-Learning Throughput
Bottleneck Bottleneck
Decide Act
Process &
Collaborate
Slide 36
Data-to-Action Lifecycle Constraints Analysis
October 5, 2013 © ManyWorlds, Inc
Data
Acquisition
Data
Filtering
Data
Storage
Search &
Discovery
Predictive
Analytics
Data-to-Action Lifecycle
Contribution-to-Learning Throughput
Bottleneck Bottleneck
Decide Act
Process &
Collaborate
Slide 37October 5, 2013 © ManyWorlds, Inc.
Enhancing Organizational Learning Throughput
 SharePoint can address multiple areas of the data-
to-action lifecycle
 SharePoint’s value is proportional to the degree it
improves overall learning throughput
 Depending on your organizational culture and
policies as to how detailed you need to be to
demonstrate this
Slide 38
SharePoint Enhances Enterprise Learning
October 5, 2013 © ManyWorlds, Inc
Data
Acquisition
Data
Filtering
Data
Storage
Search &
Discovery
Predictive
Analytics
Data-to-Action Lifecycle
Contribution-to-Learning Throughput
SharePoint
Decide Act
Process &
Collaborate
SharePoint
Slide 39
Process for Optimizing Learning Throughput
October 5, 2013 © ManyWorlds, Inc
Identify Key Recurring Decision(s)
for Selected Domain
Determine Decision Improvement
Bottlenecks in Data-to-Action Lifecycle
Determine the Expected
Value of Resolving Bottlenecks
Develop Solution to Resolve
Bottlenecks & Expected Net Value
Implement Solution
(if Net Value Sufficient)
Slide 40
Illustrative Technology Mappings (for Portfolio Fit)
October 5, 2013 © ManyWorlds, Inc
Data
Acquisition
Data
Filtering
Data
Storage
Search &
Discovery
Predictive
Analytics
Data-to-Action Lifecycle
 Sensors
 RFID
 User
Interface
Decide Act
 MS Stream
Insights
 SQL
 Hadoop
 MS Parallel
Data
Warehouse
 Teradata
 FAST
 Google
Appliance
 Learning
Layer
 SAS
 Spotfire
 Case-based
Reasoning
 SharePoint
 Yammer
 tibbr
Process &
Collaborate
Slide 41
Key Considerations
Establishing Trust & Internal Credibility
Business Case for upgrading/
resourcing
Demo of Real
World Scenario
Priority of Needed
Solution
Fit in Portfolio
Slide 42
Valuing the Glue?
We have 4 million
documents in
SharePoint, only 2
FTEs to support it
Org that is halfway down on the Fortune 500 list
We spend $535M every
3 years with Microsoft
for Office
USAF
Slide 43
Utility Provider
October 5, 2013 © ManyWorlds, Inc
• Only noticed when there is a
disruption
• Having all the infrastructure
performing reliably is table stakes
• Most of the time, people complain
about costs and shop other
providers 
• Track record isn’t great – earn
the right
• Total cost of ownership increased
between Osterman Research
surveys, from $45.77 per seat
per month in August 2011 to
$48.47 in September 2012.
Slide 44
Reviewing What We’ve Learned
 Stakeholders need to understand that SharePoint is a
platform on which business users and IT pros can build
collaborative applications
 The goal is to empower business users to serve
themselves
 Executives do best with prioritized, specific objectives
for the business that transform into real solutions in
SharePoint.
 Accurately capturing business need and assessing
resourcing needs is critical
 Demonstrate that SharePoint is part of your overall
technology roadmap and fits in your Data to Action
lifecycle
October 5, 2013 © ManyWorlds, Inc
Slide 45
Want to talk more?
 Business cards at the front
 Always happy to hear from you,
follow up questions or comments.
Or just moral support!
n.moneypenny@manyworlds.com
 Follow me on Twitter?
(I will follow you back )
 @nmoneypenny
 Let’s connect…
 www.linkedin.com/in/moneypenny

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Communicating SharePoint's Business Value to Executives

  • 1. Communicating the Business Value of SharePoint to Executives Naomi Moneypenny Abu Dhabi
  • 2. Slide 2 About Me… October 5, 2013 Passionate about user adoption and enterprise collaboration & innovation geek Technology forecasting and strategy manager at Shell, consulted at many Fortune 100 companies since then 20 patents in adaptive systems Naomi Moneypenny n.moneypenny@manyworlds.com 2900+ followers on Twitter 3+3 dogs Astrophysicist @nmoneypenny #SPSAbuDhabi n.moneypenny@manyworlds.com
  • 3. Slide 4 Communicating your SharePoint Value  Projects rarely fail because of the technology - they fail because no-one uses the system, or wants to use it  It can be critical to achieving good, sustained levels of user adoption (not just ‘mandated’ adoption)  Communication is 80% of a Project Manager’s job  Communications planning is usually confined to the implementation rollout/timeline details  For executives, the understanding of what SharePoint does may be very limited (since they often are consumers of information rollups not contributors)
  • 4. Slide 5 The Boardroom October 5, 2013 © ManyWorlds, Inc
  • 5. Slide 6 Positioning In an 85,000 person company, with global implementations - 40 staff to support SAP but only 4 for SharePoint IT Manager
  • 6. Slide 7 SharePoint isn’t ERP/BPR…. ERPs are the embodiment of business process reengineering efforts. BUSINESS DRIVEN SharePoint grew from file shares, document/re cords management. IT DRIVEN
  • 7. Slide 8 Execs Have Been Burned Before on IT Projects… October 5, 2013 © ManyWorlds, Inc Key survey findings include: • Lack of confidence in project success: 75% of respondents admit that their projects are either always or usually “doomed right from the start.” • Rework wariness: 80% admit they spend at least half their time on rework. • Business involvement is inconsistent or results in confusion: 78% feel the business is usually or always out of sync with project requirements and business stakeholders need to be more involved and engaged in the requirements process. • Fuzzy business objectives: Only 55% feel that the business objectives of their projects are clear to them. • Requirements definition processes do not reflect business need: Less than 20% describe the requirements process as the articulation of business need. • Lack of complete agreement when projects are done: Only 23% state they are always in agreement when a project is truly done.
  • 8. Slide 9 Key Considerations Establishing Trust & Internal Credibility Business Case for upgrading/ resourcing Demo of Real World Scenario Priority of Needed Solution Fit in Portfolio
  • 9. Slide 10 Key Considerations Establishing Trust & Internal Credibility Business Case for upgrading/ resourcing Demo of Real World Scenario Priority of Needed Solution Fit in Portfolio
  • 10. Slide 11 Putting Together the Business Case October 5, 2013 © ManyWorlds, Inc Hard Benefits e.g. NPV, IRR Cost Savings, Reduced Licensing Soft Benefits e.g. Efficiency gain, % of automation, productivity increase Leverage of Existing Assets Risk Mitigation
  • 11. Slide 12 How Much Opportunity For Your Industry? October 5, 2013 © ManyWorlds, Inc
  • 12. Slide 13 Knowledge Worker Productivity October 5, 2013 © ManyWorlds, Inc
  • 13. Slide 14 Time Savings October 5, 2013 © ManyWorlds, Inc Source: XKCD, http://imgs.xkcd.com/comics/is_it_worth_the_time.png
  • 14. Slide 15 The Four Most Common Issues in Project Failures October 5, 2013 © ManyWorlds, Inc
  • 15. Slide 17 Unclear Objectives What We Discuss Most What We Should Be Discussing Most Don’t rearrange the deck chairs because it’s the problem that you can get your hands around. How to enable users by making the system as efficient and valuable as possible to them RBS, BCS, Security, SPD access
  • 16. Slide 18 Be SMART - Learn from BPR  Specific – outline in a clear statement precisely what is required.  Measurable – include a measure to enable you to monitor progress and to know when the objective has been achieved.  Achievable – objectives can be designed to be challenging, but it is important that failure is not built into objectives. Employees and managers should agree to the objectives to ensure commitment to them.  Realistic - focus on outcomes rather than the means of achieving them  Timely - (or time-bound) – agree the date by which the outcome must be achieved. October 5, 2013 © ManyWorlds, Inc “What gets measured, gets managed.” - Peter Drucker Improve Engineering department product support documentation lifecycle by 20% in 100 days. [as part of Phase 1 objectives…]
  • 17. Slide 19 Key Considerations Establishing Trust & Internal Credibility Business Case for upgrading/ resourcing Demo of Real World Scenario Priority of Needed Solution Fit in Portfolio
  • 18. Slide 20 Comment on Users Only two industries call customers ‘users’… - drug dealers and IT Eugene Lee
  • 19. Slide 21 Simple Prioritization Example October 5, 2013 © ManyWorlds, Inc Low Hanging Fruit Phase Don’t do Difficulty to Execute Value to the Business
  • 20. Slide 22 Example Solutions October 5, 2013 © ManyWorlds, Inc • Project Management Solution • Registration Management System • Basic FAQ Solution • Learning Center • Help Desk Management • Virtual Teams Activity Site • Team Blog Platform • RFP Response Solution • Contact Management Solution • Resource Scheduling Solution DO: Show realistic demo or wireframe DON’T: Assume they know what UX looks like
  • 21. Slide 23 Employee Training Scheduling and Materials October 5, 2013 © ManyWorlds, Inc http://sp2010teamplates.codeplex.com/
  • 22. Slide 24October 5, 2013 © ManyWorlds, Inc http://sp2010teamplates.codeplex.com/
  • 23. Slide 25 Business Intelligence October 5, 2013 © ManyWorlds, Inc
  • 24. Slide 26October 5, 2013 © ManyWorlds, Inc
  • 27. Slide 29 Complementarity between Dynamics CRM and SharePoint Structured & Semi- structured Data Social Engagement & Collaboration Information Evolution & Storage Informal Rules Enterprise Search Across Teams & Domains Structured Relational Data Interactions, A ctivities & Tasks Information Generation & Analytics Formalized Processes Data Query & Filter Within Teams & Domains SharePoint CRM
  • 28. Slide 30 Integration with Dynamics CRM  Surface CRM data in configurable audience-specific dashboards
  • 29. Slide 31 Key Considerations Establishing Trust & Internal Credibility Business Case for upgrading/ resourcing Demo of Real World Scenario Priority of Needed Solution Fit in Portfolio Actionable insights/learning that make better decisions
  • 30. Slide 32October 5, 2013 © ManyWorlds, Inc. Actionable Learning  Drive from the business value.  If the information doesn’t influence a decision (or indicate compliance), it’s worth absolutely zero.  Actionable learning can be put in the context of a data-to- action lifecycle process.  Actionable learning has quantifiable value!  SharePoint’s value proposition can be put in the context of an enterprise’s data-to-action lifecycle.
  • 31. Slide 33 Data-to-Action Lifecycle October 5, 2013 © ManyWorlds, Inc Data Acquisition Data Filtering Data Storage Search & Discovery Predictive Analytics Process & Collaborate Data-to-Action Lifecycle Decide Act Data Information Insights Institutionalized Insights & Processes Findings Value
  • 32. Slide 34October 5, 2013 © ManyWorlds, Inc. Debottlenecking Organizational Learning  Bottlenecks can occur that inhibit learning throughput  Debottlenecking learning throughput delivers tangible value  Enhancing the flow of learning needs to be a continuous, dynamic, and strategic process for every enterprise
  • 33. Slide 35 Data-to-Action Lifecycle Constraints Analysis October 5, 2013 © ManyWorlds, Inc Data Acquisition Data Filtering Data Storage Search & Discovery Predictive Analytics Data-to-Action Lifecycle Contribution-to-Learning Throughput Bottleneck Bottleneck Decide Act Process & Collaborate
  • 34. Slide 36 Data-to-Action Lifecycle Constraints Analysis October 5, 2013 © ManyWorlds, Inc Data Acquisition Data Filtering Data Storage Search & Discovery Predictive Analytics Data-to-Action Lifecycle Contribution-to-Learning Throughput Bottleneck Bottleneck Decide Act Process & Collaborate
  • 35. Slide 37October 5, 2013 © ManyWorlds, Inc. Enhancing Organizational Learning Throughput  SharePoint can address multiple areas of the data- to-action lifecycle  SharePoint’s value is proportional to the degree it improves overall learning throughput  Depending on your organizational culture and policies as to how detailed you need to be to demonstrate this
  • 36. Slide 38 SharePoint Enhances Enterprise Learning October 5, 2013 © ManyWorlds, Inc Data Acquisition Data Filtering Data Storage Search & Discovery Predictive Analytics Data-to-Action Lifecycle Contribution-to-Learning Throughput SharePoint Decide Act Process & Collaborate SharePoint
  • 37. Slide 39 Process for Optimizing Learning Throughput October 5, 2013 © ManyWorlds, Inc Identify Key Recurring Decision(s) for Selected Domain Determine Decision Improvement Bottlenecks in Data-to-Action Lifecycle Determine the Expected Value of Resolving Bottlenecks Develop Solution to Resolve Bottlenecks & Expected Net Value Implement Solution (if Net Value Sufficient)
  • 38. Slide 40 Illustrative Technology Mappings (for Portfolio Fit) October 5, 2013 © ManyWorlds, Inc Data Acquisition Data Filtering Data Storage Search & Discovery Predictive Analytics Data-to-Action Lifecycle  Sensors  RFID  User Interface Decide Act  MS Stream Insights  SQL  Hadoop  MS Parallel Data Warehouse  Teradata  FAST  Google Appliance  Learning Layer  SAS  Spotfire  Case-based Reasoning  SharePoint  Yammer  tibbr Process & Collaborate
  • 39. Slide 41 Key Considerations Establishing Trust & Internal Credibility Business Case for upgrading/ resourcing Demo of Real World Scenario Priority of Needed Solution Fit in Portfolio
  • 40. Slide 42 Valuing the Glue? We have 4 million documents in SharePoint, only 2 FTEs to support it Org that is halfway down on the Fortune 500 list We spend $535M every 3 years with Microsoft for Office USAF
  • 41. Slide 43 Utility Provider October 5, 2013 © ManyWorlds, Inc • Only noticed when there is a disruption • Having all the infrastructure performing reliably is table stakes • Most of the time, people complain about costs and shop other providers  • Track record isn’t great – earn the right • Total cost of ownership increased between Osterman Research surveys, from $45.77 per seat per month in August 2011 to $48.47 in September 2012.
  • 42. Slide 44 Reviewing What We’ve Learned  Stakeholders need to understand that SharePoint is a platform on which business users and IT pros can build collaborative applications  The goal is to empower business users to serve themselves  Executives do best with prioritized, specific objectives for the business that transform into real solutions in SharePoint.  Accurately capturing business need and assessing resourcing needs is critical  Demonstrate that SharePoint is part of your overall technology roadmap and fits in your Data to Action lifecycle October 5, 2013 © ManyWorlds, Inc
  • 43. Slide 45 Want to talk more?  Business cards at the front  Always happy to hear from you, follow up questions or comments. Or just moral support! n.moneypenny@manyworlds.com  Follow me on Twitter? (I will follow you back )  @nmoneypenny  Let’s connect…  www.linkedin.com/in/moneypenny

Hinweis der Redaktion

  1. Introduction slide
  2. Amazon type recommendations but for content and expertise in SharePoint
  3. Why we have such a hard time positioning
  4. ERP systems like SAP – very clear what they do. Huge wave of re-engineering processes, we don’t have that same luxury in SharePoint
  5. http://www.geneca.com/75-business-executives-anticipate-software-projects-fail/#sthash.HsdggusM.dpuf2011 Survey pf 600 IT & Business Professionals
  6. Reduced imaging costs also a hard benefitGenerate High Medium Low cases for all your financials
  7. So that’s great, but what about
  8. A lot of justification of SP Projects come on Soft Benefits, let’s look at the opportunity
  9. Ability to Execute can include costs, resources, timing etc
  10. Check out the codeplex examples coming up, everything in this presentation is OOTB or opensource.
  11. http://www.riolinx.com/en/blog/Lists/Posts/Post.aspx?ID=25
  12. http://blogs.msdn.com/b/arpans/archive/2010/07/26/microsoft-project-2010-and-sharepoint-foundation-2010.aspx
  13. Examples of integration between Dynamics and SP fromGirish Raja MSDN blog http://blogs.msdn.com/b/girishr/
  14. Examples of integration between Dynamics and SP fromGirish Raja MSDN blog http://blogs.msdn.com/b/girishr/
  15. 1.25 GB of content being managed for the average SharePoint user. About half of organizations surveyed are maintaining more than 1 TB of data in SharePoint, which can balloon over the years