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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
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
Partial list of Our Clients:
Hot off the press … recent implementations of Intranets
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
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 ?”
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
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
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
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
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
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
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
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
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
‘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
§ 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
‘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)
‘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
‘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
‘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.
‘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
‘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
‘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
‘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
‘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
‘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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                                                                                                   ul
                                                                 bj




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                                                                O




                                                                                                       re
                                                           s
                                                           es
                                                         in
                                                      us
                                                      B
 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)




                                                                                                              t
                                                                                                            en
       Utilitarian and Aesthetics (Look, Feel, and




                                                                                                       nm
                                                           A
                                                                              Usability




                                                            ct




                                                                                                     ro
                                                                 iv




                                                                                                   vi
                                                                    ity




                                                                                                 En
        Usability)




                                                                                               k
                                                                                            or
                                                                                           W
       Interactivity (Where users interact with
        context and content)
‘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
‘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
‘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
‘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
‘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
‘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
‘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
‘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
‘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
‘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
‘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.
‘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
‘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.
‘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
‘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
‘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
‘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.
‘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.
‘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
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
Intranet Deployment Process
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
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
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
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
Gain insights from the Optimus BT perspective

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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
  • 3. Partial list of Our Clients:
  • 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. ec C ul bj tu O re s es in us B 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) t en Utilitarian and Aesthetics (Look, Feel, and nm A Usability ct ro iv vi ity En Usability) k or W 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
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