Having worked with several hundred organizations, building and managing Intranets, we know that many organizations struggle with various issues in developing the right platform/tools/features for intranets that will allow the intranet to be a great communications AND a collaboration platform. With the popularity of social tools, there is also a clamor for social and mobile features in Intranets from user communities that do not see organizations keeping pace with changes and expectations of users. Additionally, there are always challenges of user adoption, information architecture and organization, effectiveness of Search along with implementation of workflow/governance standards.
This presentation will cover the following:
Understanding and exploring the different key aspects and business functionalities that are the Prime Success Factors of your SharePoint Intranet.
Addressing critical questions that help in building a successful SharePoint Intranet.
In-depth analysis to understand "Why & How" of SharePoint 2010 for Enterprise Intranets, with -
Understanding capabilities that facilitates enhanced user experience with social applications and the flexibility of personalization.
How to leverage the digital environment with integrated dashboards and digital asset management.
Insights on aggregating data, content, documents and information from a variety of sources and mobile access.
Discover new ways to streamline communication by having a central location to manage announcements and handle organizational communications.
Learn how to track documents and content updates, helping to stay on track of changes, users/groups in charge of them, and governance for information and content policies.
Learn about tagging, managed metadata and categorizing documents and information in an easy to handle and more contextual manner.
The road ahead on how to deploy and sustain your intranets - A reference roadmap for your intranet.
Good to Great Intranets: A Review of SharePoint 2010 features for Intranets
1. Good to Great Intranets - A review of SharePoint 2010 features for Intranets
Multiple Information Silos Across Enterprise
collaboration news workspaces project intranet extranet
workflow online forms self service portals employees web content management
integration business intelligence focused goals multilingual dynamic
document
single point of access communication departmental lists
management libraries templates communities blogs wikis web 2.0 alerts
single source of truth product lifecycle knowledge
Information Need
management metadata extensible taxonomy rich media business
solutions Microsoft SharePoint 2010 social networking
announcements personalization automation publishing enterprise
search
Information Evaluation
The Consolidated Enterprise Workplace
Platform
Share/Consumption
Team Site
Intranets 2011 My Site
2. We think that the internet and the FEATURED CUSTOMERS
OUR PASSION
adoption of its trends are an indicator for
corporate innovations. We are passionate
about helping our clients interpret, Our Service Offerings
leverage, and maximize the benefits of
• End to End SharePoint Deployment
these trends by making it a reality in their
Services
environments.
• Intranets 2.0
• SharePoint Application Development
• Social Platforms & Social Media
• Project Management & Collaboration
• Business Intelligence Applications
Idea and Innovation Management
OUR VISION
Be a leader in the adoption of new and •
significant trends in the technology Solution.
marketplace that influence our
customer’s business. Pace ourselves to Our Product Areas
the Urgent needs of our customers. Be a
Trusted Advisor. Add Value to every • Corevo Commerce – Procurement
relationship. Applications for SharePoint
• SharePoint Add-Ons PARTNERSHIPS
Uncompromising focus on the success of Technologies
OUR VALUE
every relationship, project and solution.
• Microsoft SharePoint
We go the extra mile, stay the extra night
in our quest to help our customers • Microsoft SQL Server
achieve the 110% results from the • Microsoft Project Server
investments they are making with us and • Microsoft .NET
the solutions we build. • Open source Platforms – Drupal, Joomla
• SilverLight , Flash & Adobe AIR platform
4. Hot off the press … recent implementations of Intranets
5. Agenda
1. Good to Great Intranets – 2011 and Beyond
The Need, Vision, Trends, and Best Practices
What Makes SharePoint Intranets Successful?
2. Exploring Key Factors and Business Functionality
3. Breaking it Down Further …
Our Take on Building Good to Great SharePoint Intranets
4. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranets
SharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits
5. Intranet 2011 Implementation – The Process
6. Reference Roadmap
6. Good to Great Intranets – How do They Look in 2011?
We hear these often – “The Need”
“How do we keep content interesting and fresh across
the enterprise?”
“How do we make our
content more searchable?”
“Should we migrate to SharePoint?”
“How do we deliver contextual content to users?”
“How do we enable mobile users for our intranet ?”
7. Good to Great Intranets – How do They Look in 2011?
Business
Mobile Internationalization
Applications
Integrate to the daily Intranets
work requirements
Digital Real Time
Enterprise Dashboards Data
Security
Knowledge Management
Workforce Enhancements
Departments Formal
Collaboration
Document Management Infrastructure
Workflows
Teams
Governance Content Management
Self Service
Social News Feeds Blogs & Commenting
Individuals Tools Wikis
Integrate to the
Informal Structure
People &
Content Search Rating Microblogging
Enterprise 2.0
Intranets 2011 = The Consolidated Work Place
Collaborate
Participate
Expertise
8. Good to Great Intranets – How do They Look in 2011?
Trends & Best Practices
Trends Best Practices
§ Content Management: § Information Architecture
§ People & Content Search
§ Language Management
§ Taxonomy & Translation
§ Mobile Intranet
§ Employee Enhancement: § Social Networking
§ User Profiling
§ Task Management § User Experience
§ Customization
§ Social Networking § Internationalization
§ Business Objectives: § Governance
§ Business Tools
§ Governance
§ Internationalization
§ Technology:
§ Digital Dashboards
§ Real-time Data
§ Mobile Intranet
9. Agenda
1. Good to Great Intranets – 2011 and Beyond
The Need, Vision, Trends, and Best Practices
What Makes SharePoint Intranets Successful?
2. Exploring Key Factors and Business Functionality
3. Breaking it Down Further …
Our Take on Building Good to Great SharePoint Intranets
4. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranets
SharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits
5. Intranet 2011 Implementation – The Process
6. Reference Roadmap
10. What Makes SharePoint Intranets Successful?
When managing information across enterprise, there are
three major aspects to focus on –
• Consolidated Workspace Content Management
Interface
• Multi-channel Information Social Networking
Content Publishing
Accessibility
Document lifecycle management
User profiles Digital asset management
• User Participation Social Tagging Line of business data
User Profile Micro blogging Records retrievals and archiving
Personalization User activity feedback
Digital Dashboards User profile management
Tacit
Information Customization
Multi-channel Information
Consolidated Workspace
Anticipated Need
Multiple Information
BI Following colleagues
Analytics
User Participation
Intranet 2011
Silos Across
Quick links
Enterprise
Accessibility
KPIs
Interface
Microsoft SharePoint 2010 Information Need
Team Sites Search Server 2010
Project Portals Express
Explicit
Information Community Services FAST Search for Unanticipated Need
Discussion Portals SharePoint 2010
Knowledge Wikis
Collaboration
Workflows and approvals – Out-of- the- Box
Forms and requests
Customized workflows
Reusable declarative workflows
Search Enhancement Pluggable workflow services
Business Process Management
11. What Makes SharePoint Intranets Successful?
Collaboration
§ Team Sites
§ Project Portals
§ Community Sites
§ Discussion Portals Information Management
§ Knowledge Wikis § Workflows and Approvals
§ Content Publishing
§ Document Lifecycle Management
§ Records Retrievals and Archiving
§ Digital Assets Management
Employee Enhancement § Back End Systems Integration
§ Forms and Requests § Line of Business Data
§ FAQs
§ Videos, Tutorials, and Self Helps
§ Knowledge Management Portals Enterprise Network
§ Support
§ My Sites
§ Idea Management
§ Department Portals
§ Manager Tools
§ Activity Portals
§ Facility Maps
§ Social Networking
§ Mobile Intranet
12. Agenda
1. Good to Great Intranets – 2011 and Beyond
The Need, Vision, Trends, and Best Practices
What Makes SharePoint Intranets Successful?
2. Exploring Key Factors and Business Functionality
3. Breaking it Down Further …
Our Take on Building Good to Great SharePoint Intranets
4. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranets
SharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits
5. Intranet 2011 Implementation – The Process
6. Reference Roadmap
13. Let’s Break it Down Further …
• Keep Content Alive with Enterprise Content Management & Search:
§ Governed taxonomy + Folksonomy = Managed Metadata
§ Pinpointing search, people search, expertise, and social tagging
§ Simplification and standardization of content
§ Standardized content type and document set for reuse
§ Prominence to user generated content through quick contribution and sharing
• Deploy Intranets as a Self Service Platform:
§ Combination of different self -service applications - enterprise level , team site level, and peer to peer level .
§ Deliver HR, Finance and Facilities related services such as taxation information, benefit forms, expense reporting, etc. for
users to access content from a central and secure repository .
Organize and Collaborate:
§ Support concurrency for cross -functional projects
§ Integrated platform for collaboration, idea generation, and knowledge sharing
§ Identify and address specific needs and initiatives around projects, departments, and collaboration teams.
• Leverage the Digital Environment:
§ Rich multimedia support
§ Access real-time information and enhanced visual representation of business intelligence outputs through a single
dashboard
14. Let’s Break it Down Further…
• Engage Users with Social Tools:
§ Collaborative architecture to connect and share knowledge
§ Virtual resource hub in terms of knowledge, talent, and subject matter expertise
§ Enhanced search, people-based information sourcing, user tagging, and social profiling
§ Platform that provides higher user engagement and converts content consumer and synthesizer into
creator
• Foster a Dynamic Work Place:
§ Access and work from anywhere – users have been accorded greater information accessibility regardless of
location
§ Mobile intranet allow users to access information on-the-go
§ Support collaboration and concurrency in cross-functional business activities
• Improve and Optimize - Migrate:
§ Agile Business Platform – SharePoint 2010
§ Think beyond Client Server Applications
§ Seamless integration between internal and external parties – XML, HTTP, and SOAP Standards
§ Utilize Business Connectivity Services to leverage existing enterprise systems
15. Agenda
1. Good to Great Intranets – 2011 and Beyond
The Need, Vision, Trends, and Best Practices
What Makes SharePoint Intranets Successful?
2. Exploring Key Factors and Business Functionality
3. Breaking it Down Further …
Our Take on Building Good to Great SharePoint Intranets
4. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranets
SharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits
5. Intranet 2011 Implementation – The Process
6. Reference Roadmap
16. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Consolidated
Workspace Interfaces
Evolution of SharePoint intranet and key enablers
of its success……
Digital Dashboards
Collaboration
Driven Intranet
Business Value
Enterprise
Information Portal
User Experience
Dashboards
Self-Service Search
Intranet Advanced Content
Processing
Communication Taxonomy, Metadata &
nt
ePoi Term Sets
& Information Shar
sful
Sharing Intranet cces Information Architecture
of Su tranet Social Business Tools
lers In
Enab Governance
Mobile Intranet
Performance Optimization
Information Usage
17. § Governance, Information Architecture, and
Content Management
§ User Experience
§ Social Applications
§ Mobile Intranet
§ Search and Advanced Content Processing
§ Taxonomy, Metadata, and Term Sets
§ Workflows
§ Dashboards
§ Performance Optimization
18. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Governance
Simple and consistent IA, intuitive user Low
experience and rich personalization features
doesn’t confirm the success of an intranet; Personalization
(My Sites)
proper execution is one of the key aspects of
successful user adoption. Governance of Workspaces Personalization
enterprise intranet is all about striking a balance Team Sites
between user autonomy and compliance.
Degree of Governance Publishing Sites
• The degree of governance increases as it Collaboration
moves towards the enterprise level; three Site Collections
primary considerations of governance are –
Top Level Sites
Maximum control on technical strategy
and minimum control on tactical usage Web Applications
Focusing on people and their Publishing
Policy, Standards, Templates,
responsibilities Taxonomy, Managed
Sponsorship (Individual or committee Metadata, Document Types
serves as the final arbiter for all High
escalations)
19. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Governance
• Depending upon the size of the organization, there are four models of governance to consider –
Centralized (Single Owner, Bureaucratic, & Highly Controlled)
Decentralized (No Single Owner, Policy and Guideline Driven)
Collaborative (Central Platform but Decentralized Content, Committee/Council Driven)
Hybrid, Decentralized (Central Platform but Decentralized Content, One Business Owner for Homepage & Site
Structure, Executive Champions)
• The following table describes how content for different types of SharePoint sites should be handled -
SharePoint site type Controlled content Ad hoc content Permanent content Short-lived content
Corporate portal Tightly governed Dashboards
Push content Business intelligence
Business process
management
Applications
Divisional portal Tightly governed Dashboards
Push content Business intelligence
Business process
management
Applications
Departmental and team sites Loosely governed Knowledge management
Push/pull content Information sharing
Project and team sites Loosely governed Collaboration
Push/pull content
Personal My Sites Loosely governed Personal information
Push/pull content Public/private views
*Source: SharePoint Intranet Portal Service Governance Plan
20. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Governance
Our approach for building governance framework for Intranet
Governance Areas Features Available
The structure of sites and sub sites Determine sites and sub sites
Document libraries • Analyze document usage
• Plan document libraries
• Plan enterprise content storage
Navigation Plan site navigation (Office SharePoint Server)
Metadata Plan content types
Content expiration Plan information management policies
Records management Plan records management
Moving content • Plan content deployment
• Plan workflows
Templates Working with site templates and definitions
Content approval Plan versioning, content approval, and checkouts
Standardization across sites SharePoint cross-site configuration
Information management policies Plan information management policies
21. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Information Architecture and Content Management
Information Architecture & Content Management should
accentuate organizational schemes and structure, define
content types, logical grouping of content, and relation
with different groups and help to establish a simple and
consistent navigation.
• Microsoft SharePoint provides synergy of three
applications on a single web delivery platform:
Publishing (Content Management System)
Collaboration (Team Sites)
Personalization (My Sites)
• The above three applications act as a reference frame
to build three layer orientation of intranet IA i.e.
Enterprise Level
User job role and business unit level
Individual user level.
22. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Information Architecture & Content Management
§ Navigation by metadata in a SharePoint
Server 2010 list (faceted navigation)
§ Navigation hierarchy and key filters
§ Showing content from specific category
§ Facilitate alternative navigation
Navigation hierarchy
Key Filters
§ Configuration of list setting to specify list
field as navigator
23. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Information Architecture & Content Management
Creation of Content Type
• Previously, reusability of the content type across
multiple site was chaotic
• SharePoint 2010 facilitates simplification and
standardization of content type by using
document set and enterprise content type when
commonalities, document policy, and defaults
are in place
• In Managed Metadata Service Application
administrator can set content type hub
• Content type consumption is enabled from
Managed Metadata Service connection
• There are three options available in content type
hub such as, publish, unpublished and republish
• Managed Metadata Service facilitate scheduling
content type publication and alerts on content
type updates
24. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Information Architecture & Content Management
Creation of Document Sets
• Allows users to collaborate on related
documents without having to create a
new document library or site
• Common metadata for documents in a
document set
• Automatic creation of default
documents when document sets are set
up
• A web part page called a ‘welcome
page’ displays all the content of the
document set
• Users can specify the content type
inside the document set
• Workflows can be assigned to each
document set rather than assigning
workflows for each document
25. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Information Architecture & Content Management
Content Organizer
• Content Organizer allows the user to add
certain types of content to the ‘Drop-off
Library’
• With the help of certain rule set, content
organizer can define the document
destination in the site
• Timer of managed metadata actually
handle the processing of the rules
26. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Information Architecture & Content Management
Inline Editing
• Inline editing of SharePoint list facilitates
faster data entry
Unique Document Id
• Enhanced records management through unique
identifier for each document
• Specific URL contains document location information
• Active across all sites and document management
lifecycle
• Office Integration
27. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
User Experience
SharePoint 2010 capabilities facilitate the
flexibility of personalization as per the business
need with structured integration of corporate
e
tiv
communication and self service applications.
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es
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Behind higher user engagement and collaboration Context
we found a positive co-relation among the
following three layers, which were perfectly Look Feel
executed by SharePoint platform –
Content
Strategic (Business Objective, Culture,
Work Environment, and Activity)
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Utilitarian and Aesthetics (Look, Feel, and
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Usability
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Usability)
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Interactivity (Where users interact with
context and content)
28. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
User Experience
Most organizations are trying to ensure the user acceptance and engagement by considering the
preference of generation ‘Y’ workers towards a contemporary digital world.
• Multiple homepage options so that users can choose which one best suits their needs.
• Faster execution of all applications with shorter page loading and refreshing time - to enhance
the performance of intranet we use SharePoint Caching and Image Optimizer .
• Implement search capabilities that allow employees to obtain relevant information including
documents, content, profiles, experts, etc. in shorter amounts of time – “Accurate results leads to
greater productivity”.
• Web 2.0, collaboration, social networking, and internet styles while designing the user
experience.
• Higher level of personalization like -
My Favorite Links
My Teams
My RSS Feeds
My Weather
People I am Following
29. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Social Applications
SharePoint 2010 allows the administrator to strike a Enterprise 2.0
balance between diversity and aggregation of relevant Industry &
social networking tools for your enterprise intranet. News Feeds
Considering the benefits of collective intelligence we Web 2.0
observed that developing a synergy of user action and Social Tools
Blogs &
tracking them or guiding them towards collaborative Web 1.0 Wikis
value creation through listing, ranking, collaborative
Evolution of web technology
filtering and knowledge sharing is an essential
PC Era My Site
criterion of optimizing social aspects into the intranet.
Collaborative & Creative
Ranking
• In alignment with intranet objectives, SharePoint Microblogging
2010 allow us to come up with an optimal People &
combination of social tools that can channelize Content Search
Proactive
Reactive
Inactive
Passive
your business goal through traceable user
actions under a secure web environment.
User Responsiveness
30. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Social Applications
People - Tools are provided to Manage User Properties
as well as to Manage User Profiles, Manage User Sub-
Types, Manage Audiences, Schedule Audience
Compilation, Manage User Permissions, Compile
Audiences, and Manage Policies
Synchronization - Tools provided include Configure
Synchronization Connections, Configure
Synchronization Timer Job, Configure Synchronization
Settings, and Start Profile Synchronization. These are
important because they will determine where the user
profiles get their data from and the update schedule
Organizations - Tools include Manage Organization
Properties, Manage Organization Profiles, and Manage
Organization Sub-Types
My Site settings - Setup My Sites, Configure Trusted
Host Locations, Configure Personalization Site, Publish
Links to Office Client Applications, Manage Social Tags,
and Notes
31. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Mobile Intranets
In the year 2010 - 30% of the winning intranets
had a mobile version
In the year 2011 – 60% of the winning intranets
are expected to have a mobile version Complete utilization of the
platform through business
collaboration Applications
The above statistics reflect the increasing demand of
mobile intranets; the evolution of mobile technology Enterprise 2.0 Mobile 2.0
is also facilitating the business need of real-time Mobile SharePoint Dashboards
Evolution of Mobile
Web 2.0
information access while users is on the move but Extended Collaborative Business
Web Evolution
Technology
Applications
Mobile Web Browser to Access Standard Mobile Applications.
incorporating intranet into mobile requires a SharePoint Data
Mobile Business Intelligence through
Mobile 1.5 Improved mobile web sites
Web–based Applications
Excel Services
Web 1.0
different set of strategic implementation to achieve RSS Integration with Outlook Web
Access
Integrated Social Applications
optimum result. After researching mobile intranet Mobile 1.0
PC Era
usability, it becomes apparent that users do not want
to engage in tasks where in-depth information access Search as web but with
reduced functionality
is required so tactical amalgamation of features after
evaluation of user need is very essential. The
following are few major considerations when we
extend intranets to mobile….
User job responsibility and information
usage
Type of mobile device
Performance optimization and user
experience
32. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Mobile Intranets
• Strategic amalgamation of features considering small screens, input devices, download delays, and
design and compatibility of mobile sites
• Mobile browser-based access to SharePoint data
• Single sign in for user and forced logout based on timeout for security
• Highly customizable layout to synchronize usability with business objective along with business
collaboration capabilities
• Extended search for user provides contextual information accessibility
• RSS feeds to alert users on SharePoint workflow changes and also one user can sync RSS feeds via
mobile and Outlook Web Access on an SSL Portal
• Mobile SharePoint dashboards
• Mobile business intelligence through Excel services
33. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Search
Delivering contextual information to
all business stakeholders is a key
driver for all enterprises.
Our recent implementations have
been focused on optimization of
Microsoft Search Family for filtering
information chaos out of your High-end Search
organization.
Fast, easy and powerful Comprehensive Intranet
Delivered through
search for free!! Search
SharePoint
The following are values which allow Microsoft Search Family
your intranet to be agile –
• Common Framework for UI
• Social search features and
integration
• Logical content processing
• Enterprise scale search
capability
34. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
FAST for SharePoint
Users &
Search Centers
• Can work with SharePoint meta-data Content
• Can work with people preferences Connectors
SharePoint SharePoint APIs
• Search history FAST
Document
Indexing Search Query & Result
Processing
Administration
Example of conversational search
• Search can be refined based on metadata from
SharePoint
• Enable enrichment of metadata based on entity
extraction
• Facilitates managed properties to be used as search
refiners
• Easy configuration of refinement web parts for
displaying new refiner
• Building search driven applications
35. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Advanced Content Processing Out-of-the-Box
•Configurable content processing pipeline
Automatically transform process and content
•Robust linguistic support
Over 80 languages support
45 languages with advanced linguistic features
•Property extraction to create new metadata –
Prebuilt extractor: Person, Location, Company
Generic Extractor
Rich extensibility
36. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Taxonomy, Metadata & Term Sets
In SharePoint 2007, managing taxonomy was a huge blind spot but thanks to enhanced information storage and
retrieval, SharePoint 2010 facilitates a whole new approach of managed metadata.
Managed Metadata = Taxonomy + Folksonomy
Managed Metadata Framework Features –
Term Synonyms
Multi-lingual SharePoint 2010
Taxonomy management Managed Metadata
Term Description Services
Security Term Store
User Feedback Content Type Hub One term store per shared
Application
Social Tagging
Group (s)
Content Types
Multiple per term store
Term Set (s)
Multiple term sets per group
Document Set
Term (s)
Synonyms, descriptions, translations
Content
Organizer
37. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Taxonomy, Metadata, & Term Sets
Creating Central Taxonomy:
• SharePoint 2010 facilitates the creation of central taxonomy for
standardized metadata across the organization and ensure enhanced
information availability
• Creation and accessibility of central taxonomy is defined in the term
store management tool; the access of central taxonomy is available
Group
either from central administration or from site settings but the
permissions are defined within the term store itself Term Set
• Example – The accompanying illustrations show an example of one
hospital intranet taxonomy
Adding site columns - making terms
available for use:
• SharePoint 2010 allow for adding
site columns to make the terms
available for use Terms
• The ‘Fill in’ option enables the
author to add terms into taxonomy
38. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Taxonomy, Metadata, & Term Sets
The end user experience – type ahead, synonyms, picker
to choose
• After having metadata side column when a user is
tagging a document in an appropriate library they can
get a ‘type-ahead’ experience where suggestions will be
derived from the allowed terms
• Use of picker to choose a tag when user don’t know the
first letter
The end user experience – approval of new terms, tagging
metadata from Office 2010 applications
• Content authors can tag metadata fields natively from
within Office 2010 applications if they so desire.
• Folksonomy approval to allow users adding new terms to
the taxonomy.
39. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Workflows SharePoint 2010
Workflow
Associations –
§ List
Various kinds of workflows are available on § Libraries
§ Content Types
SharePoint 2010 and custom workflows can be § Sites
developed by using ‘SharePoint Authoring
Tool’. Use of ‘SharePoint Authoring Tool’ for
In-built Workflow
customized workflow is dependent on the
workflow type and complexity. The following
§ SharePoint Designer
§ Approval
2010
§ Three state
are the available work flows in SharePoint 2010 § Collect Feedback
§ Visio 2010
§ Visual Studio 2010
– §
§
Collect Signature
Deposition Approval
§ InfoPath forms
§ Issue Tracking Customized
Workflow
Approval
§ Translation Management
(Authoring Tools)
Collect Feedback
Collect Signatures
Disposition Approval
Issue Tracking Workflow
Translation Management Life-cycle
Development
Three-state (only available out-of-the- Termination
Types of
box workflow in SharePoint Forms
Foundation 2010) § Association Deploy
Completion
§ Initiation
§ Task Completion
§ Modification
Execution Association
40. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Workflows
Built-in Workflows e.g. – Approval Workflow
Below are the steps to add a workflow to the SharePoint list or
library –
Flexibility of changing workflow attributes
Initiate workflow either from SharePoint or from
Microsoft Office 2010
Automatic assignment of task to the first participant
Email alerts for all participants one at a time or multiple
participants at the same time
Flexibility of setting up serial as well as parallel
workflows
Availability of user profile data bounded with workflow
properties
InfoPath Forms and SharePoint Workflows
InfoPath Designer 2010 – is used to create form templates. Form templates
define the data structure, appearance, and behavior of a form.
InfoPath Filler 2010 – is used to fill out forms that are based on form
templates created in InfoPath Designer.
InfoPath Forms Services – enables forms to be rendered in the Web browser.
It is available as an Enterprise feature of SharePoint Server 2010.
41. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Workflows
Site
SharePoint Designer 2010 workflows Workflows
• Robust ‘no code’ solution
• Allow for customization of the out-of-the- Reusable
box workflow Workflows
• Provide site workflows and reusable
workflows
• Facilitate setting up parallel steps of a specific
workflow
• After the creation of the workflow, workflow
designer facilitates the structuring of the
conditions, actions, and steps in the workflow
• Task designer allow for task process level
customization
42. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Workflows
Workflow actions available in SharePoint Designer 2010 Approval Actions
Assign Item For Approval You can start a new approval
The following actions are available out-of-the-box with workflow instance on this item
the SharePoint Designer 2010 tool – General Task Process You can start a new feedback
workflow instance on this Item
Core actions – lists the most commonly-used actions Core Actions
in a workflow Add a comment Similar to “Log to History List”
Document set actions – actions in this category are Set Workflow Status You can use this action to set a
pertinent to a document set custom workflow status column
List actions – this category of actions performs List Actions
operations on the list items Declare Reports Used to declare an item/document as
Relational actions – actions in this category enables record for records management
you to use the relationship between a user and user’s Inherit List Item Parent With this action you can set the
manager Permission permission to inherit from its parent
Task actions – actions in this category are pertinent to list or folder
task items Remove List Item Permission This action clears all permissions set
Task behavior actions – appears only when you on the list
customize tasks in pre-built workflow actions such as Replace List Item Permission This action deletes all the permissions
start approval process, start feedback process, etc. on the list
Undeclare Record
Utility actions – actions in this category can be used See note on ‘Declare Record”
Relational Actions
to extract information from text strings
Look Up Manager of a User This action will look at a user’s profile
and return that user’s manager from
within their profile
43. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Dashboards
SharePoint 2010 includes powerful
business insight capabilities which
further facilitate different levels of
analytics and business intelligence to Organizational BI
improve organizational efficiency. The It’s a set of tools which align
digital dashboard of SharePoint individual user to different
workgroups with the organizational
enhances the visual display of your goals and matrices by connecting the
user with corporate data.
important data and analytics as per
your need through following services – Community BI Personal and Self-service BI
Personal or Self Service BI
Facilitates information need for information is delivered when
Excel Services collaborative decision making individual user need information in
Visio Services
desire format
Performance Point Services Excel Services Visio Services Performance Point Services Report Builder Reporting Services
Report Builder
Reporting Services SQL ServerReporting Services SQL Server Integration Services SQL Server Analysis Services
44. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Dashboards
SharePoint is an ideal platform for designing,
implementing and delivering Business Intelligence
solutions
Provides out-of-the-box integration with SQL Server
reporting and analysis services
Performance Point services to consume dashboards that
are published by analysts
Provides out-of-the-box templates for implementing
reporting dashboard
Provides web parts for KPIs and data views that can be
used to configure personalized dashboards for different
roles
Integrates with Excel services to render Excel based
reports online in a secure fashion
Augments the reports with functionalities such as
collaboration, workspaces, self-service, metadata, and
others.
45. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Performance Optimization
SharePoint 2010 provides administrators and users with performance analysis and
optimization tools that ensures minimal downtime and quick access times. This ensures
that periodic performance issues can be addressed effectively.
SharePoint 2010 provides set of evaluation tools like –
§ Event Viewer – evaluate applications to understand their underlying behavior and
identify errors and warnings to investigate system events before, during, and after a
performance incident.
§ Dump File Analysis – understand low-level information about critical system errors
memory dumps by utilizing an advanced troubleshooting for analysis of dump files.
§ System Monitor – Utilize the information obtained from tools like event viewer and
dump file to establish performance baseline, tracking trends, and compiling data on
resulting performance after making changes
§ SQL Server profiler – SharePoint works extensively with SQL servers and it becomes
imperative to analyze performance aspects such as query times, stored procedure
run times, and deadlocks.
§ Leverage other SharePoint 2010 tools like Log Parser and Fiddler to improve the
performance of intranets across the enterprise.
46. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranet
Performance Optimization
As part of performance optimization, several series of actions need to be undertaken leading to page
load times of sub-second performance. The following are some of the steps that can be taken -
§ Utilizing various performance optimization tools such as Event Viewer, Log Parser, and Dump
file analysis to identify performance hits. Identification of performance shortcomings
allowed easier application of optimization initiatives
§ Carrying out SharePoint Caching to optimize space and storage usage. As a part of the
caching process site caching, web part coding caching and BLOB caching were carried out to
ensure that the space constraints were addressed
§ Consolidating Cascade Style Sheets (CSS) to group multiple web parts. This ensured that
multiple web parts in a single page were consolidated under a single CSS
§ Image optimization to manage the image formats and ensure that size implications of
images were overcome to improve performance
§ Search indexing and crawling was rescheduled to improve the search relevance and
performance. Crawling was rescheduled to night instead of the previous day crawling and
indexing. This was in addition to cleaning of unwanted web applications and server
hardening
47. Agenda
1. Good to Great Intranets – 2011 and Beyond
The Need, Vision, Trends, and Best Practices
What Makes SharePoint Intranets Successful?
2. Exploring Key Factors and Business Functionality
3. Breaking it Down Further …
Our Take on Building Good to Great SharePoint Intranets
4. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranets
SharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits
5. Intranet 2011 Implementation – The Process
6. Reference Roadmap
49. Agenda
1. Good to Great Intranets – 2011 and Beyond
The Need, Vision, Trends, and Best Practices
What Makes SharePoint Intranets Successful?
2. Exploring Key Factors and Business Functionality
3. Breaking it Down Further …
Our Take on Building Good to Great SharePoint Intranets
4. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranets
SharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits
5. Intranet 2011 Implementation – The Process
6. Reference Roadmap
50. Intranets 2011 – Reference Road Map
Consolidated Work Place
Monitor user acceptance and support
Work Enhancement External Site Integration
Create a single source for user to carry Obtain feedback and Statistics to enhance the
growth of the intranet
out the daily functions
Advanced System Integration to extend ERP
Design and Integrate applications to
and CRM
User Evaluation & Integrating Formal with Informal optimize user efficiency
Analyzing end user need of information Integrate mobile component to provide
3
access all the time
Plan and design social application
Team sites and collaboration
Development of governance and UAT
SharePoint composites, customized
Providing informal tools and applications as a part
workflows and BI applications
of formal infrastructure 2
Enhance knowledge management and foster ideas
Implementation of governance tools, policies and
procedures
1
51. Agenda
1. Good to Great Intranets – 2011 and Beyond
The Need, Vision, Trends, and Best Practices
What Makes SharePoint Intranets Successful?
2. Exploring Key Factors and Business Functionality
3. Breaking it Down Further …
Our Take on Building Good to Great SharePoint Intranets
4. ‘Why & How’ of Positioning SharePoint 2010 for Enterprise Intranets
SharePoint 2010 Capabilities to Optimize Intranet Performance for Enhanced Business Benefits
5. Intranet 2011 Implementation – The Process
6. Reference Roadmap
52. Thank You
Optimus BT,
2550 Northwinds Parkway,
Suite 140, Alpharetta GA 30009, USA
Phone: (770) 569 1240
Fax: (770) 569 1242
Email: info@optimusbt.com
Web: www.optimusbt.com
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