Joe implements SharePoint in his company using a seven step approach: 1) Understand business needs, 2) Share alignment and expectations, 3) Measure to improve return, 4) Use governance and teamwork, 5) Take an iterative approach, 6) Promote user adoption, and 7) Manage capabilities and priorities. Key aspects include mapping needs to technology, managing perceptions of stakeholders, prioritizing initiatives, establishing governance processes, and supporting users. Following these steps helps the SharePoint implementation grow over time by expanding functionality and gaining more user dependency. Ongoing management of capabilities and user support is important to maintain success.
20. Map the needs of the
organization to the right
technology…
21. This is important as Microsoft
alone has a quite a few…
• Dynamics CRM
• Dynamics ERP
• Dynamics AX
• Dynamics GP
• Dynamics NAV
• Dynamics SL
Exchange
Lync
22. SharePoint is not a Silver Bullet…
SharePoint is not a Silver Bullet at NothingButSharePoint.com
23. Even SharePoint has multiple
options
Online
On
Site
Foundation
Standard
EnterpriseEnterprise
Standard
2010
2013
Foundation
40. The Main Point of Implementing SharePoint:
SharePoint eventually allows Business Users to
develop and implement business solutions that
use technology without IT’s direct involvement.
SharePoint and IT
41. When I Say “SharePoint
Integration” You Probably Think
Of This...
Secondary (But Important) Points:
SharePoint’s integration with technologies you
already use and it’s extendibility are invaluable.
SharePoint and IT
Exchange
Lync
42. The Reality:
IT struggles with supporting another technology.
SharePoint and IT
49. Add Value (Decision Makers)
The Biggest Point to Share is:
SharePoint can help achieve business objectives by
improving productivity, reducing waste, etc.
The Reality:
Business Objectives are often not specific enough to be
achievable.
It takes time and investment to reach the
point all managers and executives want.
51. HR Onboarding Solutions
• Onboarding Workflow
• Onboarding Electronic Forms
• Integration with HRIS
• New Employee Site
52. Map Solutions to Objectives
Automate and
Improve HR
Employee File
Management
Automate and
Improve HR
Onboarding
Automate and
Improve Absence
Management
Centralize
Knowledge and
Resources
Provide HR Self
Service
Adjust Site
Structure
Onboarding
Workflow
Onboarding
Electronic Forms
Integration With
HRIS
New Employee Site
Document Capture
Automation
Direct Relationship Indirect Relationship
* Objectives/solutions should be more specific – Example purposes only.
55. SharePoint Solutions (Evolution)
*Super Simplified
Business
Intelligence
Driven
Business Process
Driven
Collaboration
Driven
Information
Driven
Communication Collaboration
Workflow/
Auditing
Reporting
Dashboards
56. The Outcome
Joe achieved momentum and buy in
by ensuring stakeholders have a shared
understanding of SharePoint value.
57. What to watch out for…
Joe must carefully manage expectations
and maintain the momentum.
60. Show expected cost and return over multiple time periods.
Remember to ‘discount’ values to account for cost of capital
impact and the fact $5 dollars today is worth less than $5 in
the future.
Evaluating With Discounted
Cash Flow
64. There are really only two ways
of using ROI…
1. For Prioritization
2. To Improve Return
65. The Simplest ROI Formula Ever
Estimated Value
Estimated Difficulty
Even I can
do it!
1. For Prioritization
66. Examples
I have a difficult requirement. It’s an 8 in difficulty (out of 10).
I have an easy requirement. It’s a 2 in difficulty (out of 10).
The expected value of the difficult requirement is 4 (out of 10).
The expected value of the easy requirement is 6 (out of 10).
Estimated Value
Estimated Difficulty
1. For Prioritization
68. ROI analysis often misses 'non-
financial impact’ or ‘increased
potential’
Website/Intranet Visitors
Increased
Connections
User Complaints Improved Morale Improved Skills
Improved Know-How
Innovation
Better Reputation
Employment ApplicationsClick-throughs
Comments
Positive Word of Mouth
Negative Word of Mouth
Improved Relationships
2. To Improve Return
80. Teamwork is Key
There are typically 5 teams for SharePoint Governance:
Business Strategy Team
Initiatives/Technical Strategy Team
Tactical Teams:
Tactical Operations Team
Tactical Development Team
Tactical Support Team
85. Aggregate/Reference Document or Site
(Contains all SharePoint Info – Single Point of Reference)
Objectives/Priorities
(Tech/Business)
Governance Outcomes
86. Utilized by Business Users to develop and implement business solutions that
use technology without IT’s direct involvement.
Our primary unified application delivery platform.
Our primary workflow/business process automation platform.
Our intranet and communication center for internal corporate
communications.
SharePoint will be…
Our (external) web content management platform.
Our primary document management platform.
Our contact management platform.
SharePoint will not be…
87. Objectives/Priorities
Disaster Recovery Plan
Storage and Quota Policies
Monitoring Plans
Maintenance Plans
Service Level Agreements
Security Policies
Deployment Process, Policies, and Schedule
Operations Outcomes
SharePoint
Governance
Documents
88. Objectives/Priorities
Branding Guide
SharePoint Designer Policy
Workflow Policy
Development Standards (Including OOTB vs Custom)
Development Environment Policy
Testing Requirements
Deployment Process, Policies, and Schedule
Development Outcomes
SharePoint
Standards
Online
89. Objectives/Priorities
Site Classification and Platform Classification
Site Provisioning Process/Questionnaire
User Expectations Agreement
Roles and Responsibilities
Support Agreement(s)
Training and Communication Plans
MySite Policies (Pictures)…
Support Outcomes
SharePoint
Governance
Documents
90. User Lifecycle Policy
Taxonomy Management
Social Policies
Content Standards
Legal and Compliance Policy
Search Management
Support Outcomes
SharePoint
Standards
Online
97. Why Iterative?
SharePoint is a very large platform.
It takes time to understand SharePoint.
SharePoint is great for rapid prototyping,
and for proof of concept work.
It ensures there is enough time to
review, adjust, and communicate.
100. SharePoint Can Be Intrusive
Doug Just
Signed You
Up For An
Alert!
Doug Just
Edited A
Document!
Sally Just
Edited A
Document!
You Have A
New Colleague
In SharePoint
John Just
Added You
To A Site!
Bob Deleted
A Document!
102. Multiple Tiers for Escalation
Tactical Support Team
Help Desk
Site Administrators
End Users
Learning Libraries/Online/Help
You can’t know everything.
116. Do a video like this one…
Adoption
Activities
Listing
117. High Availability, Mobility and
Accessibility also lead to better
User Adoption!
Adoption
Activities
Listing
118. Create an Identity and Brand
Branding should make it easier to use.
Adoption
Activities
Listing
Consistency Across
User Environments
Modify
Provisioned Site
(or Templates)
Based on Need
119. Make it Fun!
Hold Contests, Scavenger Hunts, and
Other Activities
Adoption
Activities
Listing
120. Reward super users with
achievements.
Then promote the desire to get rewards.
Adoption
Activities
Listing
121. Create a SharePoint Showcase
Where users submit and show off
their SharePoint “Solutions”
Good Idea!
Adoption
Activities
Listing
133. Know your team and needs
Developers(s)
Administrators(s)
Architect(s)
Business Analyst(s)
Project Manager(s)
Site Administrator(s)
Super Users(s)
Trainer(s)
134. Cultivate new work!
It’s a good thing.
This boosts user adoption!
(More functionality and dependency over time)
144. Seven Steps For Success…
Key: Manage Your
Capabilities &
Priorities
145. Questions? Ideas? Feedback? Contact me:
Twitter: @RHarbridge
Blog: http://www.RHarbridge.com
Email: Richard@RHarbridge.com
Resources:
50+ User Adoption Activities Adoption Activities
130+ SharePoint Standards SPStandards.com
35+ Governance Documents Governance Documents
80+ Downloadable Presentations SlideShare.com/RHarbridge
A Step In The Right Direction
Thank you to all sponsors, organizers, and you for making this possible.
Hinweis der Redaktion
My dedication to you before I begin. By the end of this you will have gained 3 things. It might be new knowledge, it might be a new method but you MUST gain 3 things by the end. If you don’t my first challenge to you is to stalk me, hunt me down and make sure you get 3 things from me. Because I owe you 3 things! This is meant to help you.
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
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
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
Meaning to re-work slide – for HR onboarding example.
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
You take the estimated value and divide that by the estimated level of difficulty then times (*) it by 100 to get the percentage of ROI.
You take the estimated value and divide that by the estimated level of difficulty then times (*) it by 100 to get the percentage of ROI.
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
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
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
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
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
A lot of this can seem daunting and I know one of the hardest things is figuring out how to do some of the things I have shown today. If you are interested in further training or assistance please let me know.
It's our commitment to you that we will continue to hear your feedback and identify the issues. I encourage you to give us feedback during the coming months, and we will continue to deliver more and more functionality, more and more guidance to help you be successful with your application of SharePoint.
Thank You for Reading/Listening