1. The Seven Most Important Non Technical SharePoint Success Factors Presented By: Richard Harbridge @rharbridge

2. Who am I? I

4. Knowledge around Limitations of the Software (When to use it/When not to)

6. What we will be talking about… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth

7. Understanding the ‘Why’ and Making a Decision

8. Meet Joe Hi!

9. At Joe’s Company…

10. Decision Makers don’t have Enough Information

11. The CFO needs to Reduce Costs

12. IT Services Struggles to Keep Up

13. And People Are Having Trouble Finding What They Need

14. So Joe has an Idea!

15. We can solve our problems with technology!

17. What does Joe really knowabout his Company’s needs? Decision Makers don’t have Enough Information The CFO needs to Reduce Costs IT Services Struggles to Keep Up People Are Having Trouble Finding What They Need

18. Even if Joe understands the needs of his workplace…

19. Technology is never the whole solution

20. Let’s say Joe does understand the needs of his organization What’s Next?

21. Research

22. Joe doesn’t really like research… This is boring…

23. So Joe decides… Awesome! Not as awesome.

24. Since Everyone in Joe’s Company uses Microsoft Office…

25. SharePoint is the Perfect Fit!

27. Map the needs of the organization to the right technology…

28. Perform in depth product comparisons and evaluations

29. Like this one… Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

31. Dynamics CRM

32. Dynamics GP

33. Dynamics NAV

34. Dynamics POS

35. Dynamics RMS

37. It’s not just a feature to feature comparison

38. So Joe does all that good research and…

39. SharePoint is a part of his overall Enterprise Technology Plan

40. The Outcome Joe has made an educated and informed decision based on the businesses needs.

41. What to watch out for… We have to define our needs carefully if we want to pick the right technology.

42. Achieving Buy In and Setting Expectations

43. Before we begin…

44. Let’s Talk About Perceptions

46. People See Different Things

47. Perceptions Impact Motivation

48. Joe is on a mission.

49. Joe has to convince IT Services, the CFO and Decision Makers

50. We are going to help Joe out with an exercise! Thanks!

51. What is the most important thing to IT Services?

52. COST OF OWNERSHIP

53. What are some ways we can convince IT Services?

55. SharePoint’s integration is invaluable to IT.

57. NUMBERS

58. What are some ways we can convince the CFO?

60. Money can be invested to always generate a return.

62. Add Value

63. What are some ways we can convince Decision Makers?

66. Explain Information Overload Information Information Information Information

67. Explain Scalable Architecture

68. Prioritize and Plan

69. Paired Comparison Matrix

70. Map Solutions to Objectives  Direct Relationship Indirect Relationship * Objectives should be more specific – Example purposes only.

71. What’s the expectationwe have to set?

72. It Takes Time

73. SharePoint Solutions (Evolution) *Super Simplified

74. The Outcome Joe has achieved momentum and buy in.

75. What to watch out for… Joe must carefully manage expectations and maintain the momentum.

76. Determining and Supporting ROI

77. What about this guy?

78. How do we get here?

79. METHODS FOR EVALUATING ROI Return on Investment

82. Evaluating with Monte Carlo Analysis

83. There are different ways of calculating ROI evaluate what works best for you This is almost as boring as research…

84. ROI Advice and Tips

85. Excel has wonderful Formulas

87. 30% of a typical workers day is spent searching for information.

88. In a 1,000 employee company lost productivity costs approximately $5 million a year.Source: “The Enterprise Workplace,” IDC, 2005 Source: IDC, 2003 Source: “Hidden Costs of Information Work,” IDC, 2006

90. 4 out of 5 of our workers do not know that we have an employee disaster relief fund.

91. Currently we pay for full licensing on 7 different enterprise document management solutions.Source: “Support Review Q4,” IT, 2010 Source: “HR Employee Benefits Survey,” HR, 2010 Source: “Financial Audit of Licensing Costs,” Finance, 2010

92. The Simplest ROI Formula Ever Estimated Value Even I can do it! Estimated Difficulty

94. I have an easy requirement. It’s a 2 in difficulty (out of 10).

95. The expected value of the difficult requirement is 4 (out of 10).

96. The expected value of the easy requirement is 6 (out of 10).Estimated Value Estimated Difficulty

97. ROI (traditionally) Measures Financial Impact

98. ROI analysis doesn’t cover ‘non-financial impact’ or ‘increased potential’ STILL IMPORTANT Improved Relationships Improved Know-How Website/Intranet Visitors Improved Morale Improved Skills User Complaints Increased Connections Positive Word of Mouth Innovation Click-throughs Employment Applications Comments Negative Word of Mouth Better Reputation

99. Example of Non-Financial Measurement

100. IS Use them.

101. SharePoint Deployment Planning Services (SDPS) https://www.partnersdps.com/Pages/ToolsSupport.aspx

102. Rapid Economic Justification Guide http://www.microsoft.com/business/enterprise/value.mspx

103. MEASURE THE RIGHT THING

105. What you don’t want. Don’t lose perspective.

106. The Outcome Joe is measuring effort effectively to improve return on investment.

107. What to watch out for… Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.

108. Implementing Successful Governance

109. What is Governance?

110. GOVERNANCE IS REQUIRED

111. What does that mean? Without effective governanceorganization, performance, andcapability are significantly reduced.

112. Without Governance

113. So how do we do it?

115. Technical Strategy Team

116. Tactical Teams:

117. Tactical Operations Team

118. Tactical Development Team

120. I think I see a Pattern.

121. Executing Governance

122. The Result:

125. Disaster Recovery Plan

126. Deployment Process, Policies, and Schedule

127. Storage and Quota Policies

128. Monitoring Plans

129. Maintenance Plans

130. Service Level Agreements

132. Site Classification and Platform Classification

133. Site Provisioning Process/Questionnaire

134. User Expectations Agreement

135. Roles and Responsibilities

136. Support Agreement(s)

137. Training and Communication Plans

139. Workflow Policy

140. SharePoint Designer Policy

141. Development Standards

142. Testing Requirements

144. Governance Checklist

145. TechNet, Community and More..

146. With Governance

147. The Outcome Everyone Achieves a Shared Understanding of SharePoint Related Processes

148. What to watch out for… Not just documents, policies, and procedures. It is an active and ongoing process.

149. Approaching and Supporting SharePoint

150. What is the best approach for SharePoint Implementations?

151. ITERATIVE APPROACH

153. It takes time to understand SharePoint.

154. SharePoint is great for rapid prototyping, and for proof of concept work.

157. Helps keep communication focused.

159. Explain as much as you can (Pros/Cons).

160. Solidifies decisions and allows themto explain to anyone who asks.

162. Don’t forget you aren’t superman. (Sorry Joe)

163. Multiple Tiers for Escalation (You can’t know everything)

164. Measure Support Learn and use data to be proactive.

166. Online

167. MSDN

168. TechNet

169. Blogs

170. Cheat Sheets

171. One on One

172. Classroom Training

173. Forums

174. Help

176. Avoid too much too fast.Keep it simple. It’s like learning to drive.

177. IS Use them.

178. Productivity Hub

179. Stand Alone/Portal Edition Training

180. SharePoint Learning Kit

181. Support Tip…

182. RESPOND You never want to give the IT busy signal, or support busy signal.

183. The Outcome SharePoint is supported effectively.

184. What to watch out for… The training and support can be costly in time and resources.

185. Improved User Adoption

186. User Adoption

187. How do we get successful User Adoption?

188. USERS MUST UNDERSTAND THE VALUE

189. Successful User Adoption Requires…

190. User Adoption Advice and Tips

191. Do a video like this one…

192. High Availability, Mobility and Accessibility also lead to better User Adoption! SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More

193. Cultivate and promote the right culture.

194. Create an Identity and Brand Branding should make it easier, and more effective.

195. Focus on those on board/ready. People who already want it.

196. Make it Fun! Hold Contests, Scavanger Hunts and Other Activities

197. Use what they love. If they love using outlook focus on using that as a leveraging point.

198. Say Thank You

199. It’s okay to be proud.

201. Reward super users with achievements. Then promote the desire to get rewards.

202. Create a SharePoint Showcase Good Idea! Where users submit and show off their SharePoint “Solutions”

203. Make it easier to work with

204. IS Use them.

205. What used to be GearUp… http://sharepoint.microsoft.com/rampup/sharepoint/pages/evaluate.aspx The Kit is ! Buzz Sweet

206. Walk your own talk.

207. The Outcome SharePoint is successfully adopted by a large enough group of users to be deemed successful.

208. What to watch out for… The build it they will come approach will not work alone.

209. Planning for New Work and Growth

210. What about New Work & Growth?

211. Spend time in advance building a channel for new work. Avoid the flood.

212. Know your limits

213. Growyour team

215. Administrators(s)

216. Architect(s)

217. Business Analyst(s)

218. Project Manager(s)

219. Site Administrator(s)

220. Super Users(s)

222. The Outcome The SharePoint Implementation continues to grow, expand and provide more value.

223. What to watch out for… You need to plan support for new work/requests otherwise people will lose confidence.

225. Knowing the Limitations of the Software (When to use it/When not to)

227. Success Factors… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth Understand Business Needs and Map to Them Share Alignment, Vision and Expectations Use Measurements to Improve and Return More Use Team Work And Execute With Patterns Be Iterative, Leverage Everyone, and Respond Share the Value and Successes Manage your Capability and Priorities

229. Driving End User Adoption for SharePoint 2010 – Chris Bortlik

230. Survey Results: How is your Company Using SharePoint? – Derek and Mark

232. Blog: www.rharbridge.com

233. LinkedIn: www.linkedin.com/in/rharbridge

234. Email me at: richard@rharbridge.com

235. My company: www.Allin.com