Delivering successful SharePoint implementations can be challenging and far too many suffer from a less than desired ROI. Successful SharePoint is best thought of as a team sport requiring cooperation and partnership between the business, IT and end-user communities collaborating to balance the need for governance, process and adoption. This session is designed to help teams responsible for the success of SharePoint discusses proven methods and best practices for driving adoption while enabling and supporting governance requirements. It will highlight strategies for: • Establishing an effective cross organization SharePoint team, • Aligning SharePoint solutions to organizational goals and priorities, • Engaging executive sponsors, stakeholders, and SharePoint champions, • Planning end-user training, and communications, and • Managing the technology platform and governance plan on an ongoing basis.

1. @chrysalisbts
presented by
Andy Hopkins & Dave Healey
andyh@chrysalisbts.com
dhealey@chrysalisbts.com
11/14/2015
SharePoint
Adoption & Governance
Business Value Realization

2. @chrysalisbts
Who are you?
• Name
• Title
• Company
• What is your level of familiarity with SharePoint?
• What challenges are you facing?
• What do you hope to get out of today’s session?
Welcome & Introductions

3. @chrysalisbts
Welcome & Introductions
Chrysalis | Business Technology Solutions
• Bridging the divide between Business Transformation objectives & IT Solution infrastructure
• Business Process Optimization,
• IT Strategy, Architecture, Governance,
• Project & Portfolio Management
• Mentoring, Training
Dave Healey, Managing Partner
• 20 years industry experience
• Knowledge & Information Mgmt
• Microsoft Corporation
• Accenture (InnovaPost)
Andrew Hopkins, Principal Consultant
• 22 years industry experience
• Enterprise Information Management
• Microsoft Corporation
• Lexis Nexus
Presentation Team
• BI and Performance Management,
• ECM, Access, Search, Content Delivery
• Mobile Enablement
• Managed Services and Support

4. @chrysalisbtsSource: Microsoft Corporation Internal Research, 2011
Organizational Performance Optimization
SharePoint is a powerful enabler, but falls short
SharePoint
Adoption
Business
Value
Key
Capabilities
AdaptiveEffectiveEstablishedRudimentary
• Insight In-Context
• Improved
Decision Making
• Increased Agility
• Integration
• Composite and
Industry Applications
Business Solutions
• Broaden Adoption
• Drive Compliance
• Reduce multiple system
maintenance costs
• Content Management
• Social Computing
• Enterprise-Class Search
• Business Intelligence
Broad Adoption
• Productivity Gains
• Effective Teaming
• Lightweight
Project Management
• Team Collaboration
• Document Management
• Search
Initial DeploymentPre-Deployment
• Inconsistent Teaming
• Ad-hoc Collaboration
• Informal, Inefficient
Processes
• Significant IP & Legal Risk
• File shares
• Email
• USB Drive
• Cloud shares
Business Value RealizationPerformance
Maturity
• Non-systematic, non-periodic and reactive
• Stable and repetitive
• Internally efficient and continuously improving
• Externally efficient and dynamic

5. @chrysalisbtsSource: Microsoft Corporation Internal Research, 2011
Where Does Your Organization Fit?
SharePoint as enabler of business strategy, value creation and ongoing process improvement
SharePoint
Adoption
Business
Value
Key
Capabilities
AdaptiveEffectiveEstablishedRudimentary
• Insight In-Context
• Improved
Decision Making
• Increased Agility
• Integration
• Composite and
Industry Applications
Business Solutions
• Broaden Adoption
• Drive Compliance
• Reduce multiple system
maintenance costs
• Content Management
• Social Computing
• Enterprise-Class Search
• Business Intelligence
Broad Adoption
• Productivity Gains
• Effective Teaming
• Lightweight
Project Management
• Team Collaboration
• Document Management
• Search
Initial DeploymentPre-Deployment
• Inconsistent Teaming
• Ad-hoc Collaboration
• Informal, Inefficient
Processes
• Significant IP & Legal Risk
• File shares
• Email
• USB Drive
• Cloud shares
Business Value RealizationPerformance
Maturity
• Non-systematic, non-periodic and reactive
• Stable and repetitive
• Internally efficient and continuously improving
• Externally efficient and dynamic

6. @chrysalisbts
0 10 20 30 40 50 60 70 80
Other
Software Is Deployed
Successful Implementation
Highly Effective Usage
How is Success Defined?
Business perspective on Return on Investment
Source: TSIA / Neochanges / Sand Hill Group
Highly Effective Usage
Successful Implementation
Software Is Deployed
Other

7. @chrysalisbts
Process Alignment
Organizational Change
Software Functionality
Effective User Adoption
Delivering On Effective Usage
Value is realized through utilization
Source: TSIA / Neochanges / Sand Hill Group
Effective User
Adoption 69%
Software
Functionality 18%

8. @chrysalisbts
0 10 20 30 40 50 60
Technology Capabilities
Technology Integration
Business Process Integration
Organizational or Employee Issues
Barriers to Value Realization
Processes, culture and people issues
Source: Cisco Systems Momentum Research Group

9. @chrysalisbts
Influencing User Adoption
Unlocking SharePoint ROI
Outcome
20% to 30% Cost Savings
Start with…
• Business Processes
Add…
• Business Application
Outcome
6% - 9% Cost Increase
Start with…
• Business Application
Add…
• Business Process
Source: Cisco Systems Momentum Research Group

10. @chrysalisbts
“Technology provides no benefit of it’s own;
it is the application of technology to business
opportunities that produces ROI.”
– Robert McDowell, Microsoft
In Search of Business Value

11. @chrysalisbts
“So why is SharePoint Adoption Lagging?”
– Dave Healey

12. @chrysalisbts
SharePoint Vision

13. @chrysalisbts
Balancing Empowerment & Control

14. @chrysalisbts
Business User Perspective?
Effective User
Adoption 69%

15. @chrysalisbts
UNLOCKING SHAREPOINT ROI
SHIFTING OUR PERSPECTIVE ON TECHNOLOGY PROJECTS
Successful SharePoint

16. @chrysalisbts
Performance Enablers
Technology Up Solution Strategy
“We deployed it” success metric
Solution Strategy
Improvement Techniques

17. @chrysalisbts
Process Out Solution Strategy
“It’s been implemented” success strategy
Solution Strategy
Improvement Techniques
Performance Enablers
Transition Management
Objectives & Business Case

18. @chrysalisbts
User Centered, Scenario Driven Solution Strategy
“Effective usage” success metrics
Solution Strategy
Improvement Techniques
Objectives & Business Case
Performance Enablers
Transition Management

19. @chrysalisbts
Governance Adoption
Planning for Highly Effective Usage
A predictable, repeatable approach to realizing ongoing business value
Transition Management
Objectives & Business Case

20. @chrysalisbts
Governance Adoption
Planning for Highly Effective Usage
A predictable, repeatable approach to realizing ongoing business value
Transition Management
Objectives & Business Case

21. @chrysalisbts
• Do executives understand the value SharePoint
will bring to the organization?
• SharePoint is a Business Platform
• Lack of understanding of how SharePoint can
deliver business value is the culprit
• Executives want the benefits, but fail to make the
investments that are necessary
• Find Your Executive Champion
Executive Sponsorship
Key to long term success

22. @chrysalisbts
Define Objectives & Business Case
Identify and quantify business benefits
Platform Technology
Assessment
Initiative Exploration
& Technical Validation
Initiative Validation &
Improvement Impact
Initiative Strategy &
Launch Timeline
Business Case Development
Phase Zero: to provide the necessary information to either support or disprove a
business case hypothesis that an attractive opportunity exists for a particular
improvement initiative to positively impact the performance of the organization.

23. @chrysalisbts
• New SharePoint implementation:
Where do you start and where are you going?
• Scope may vary…
• Building on an existing deployment:
Current State vs Desired State?
• Review readiness of
existing environment
SharePoint Road Mapping Exercise
Developing the release strategy

24. @chrysalisbts
• Don’t be overwhelmed
• Staged deployment based on road mapping
and tied to business impact
• Ensure champions and influencers are
involved early
Walk, Jog, Run
Plan for phased development and deployment

25. @chrysalisbts
Governance Adoption
Planning for Highly Effective Usage
A predictable, repeatable approach to realizing ongoing business value
Transition Management
Objectives & Business Case

26. @chrysalisbts
Transition Management
Planned, predictable, scalable
• Transition Management:
A structured approach to
change in individuals,
teams and organizations
that enable the change
from current state to
desired state
• Consider change capacity
• Include Executive
Communicate
Gather FeedbackTraining
People
Process
Tools

27. @chrysalisbts
Governance Adoption
Planning for Highly Effective Usage
A predictable, repeatable approach to realizing ongoing business value
Transition Management
Objectives & Business Case

28. @chrysalisbts
• Governance is not a one time event
• Governance = Communication
• Establish Governance Board
(SharePoint Oversight Committee)
• Consider organizational representation thoughtfully
• Communicate participation protocols
• Balance control and empowerment
• Underpins training strategy
• Accept feedback, adapt
• Integrate, Evolve
• Adjunct to overall IT Governance
• Build your plan, work the plan
Governance Plan
Carefully designed to ensure adoption

29. @chrysalisbts
• Focus varies by platform maturity and
Capability Roadmap
• Governance = Planning
• Some Decisions will be easy
• Compliance, Infrastructure
• Others will evolve
• Governance = Operations
• Policy Driven, Day to Day Ops
Governance Planning and Execution

30. @chrysalisbts
• Do not underestimate resource requirements and
training needs
• SharePoint teams often built from internal
resources Administrators
• Developers
• Architects
• Business Analysts
• Business (SharePoint) Administrators
• Business Users
• Consider training needs and modes
Resources and Skillsets

31. @chrysalisbts
Governance Adoption
Planning for Highly Effective Usage
A predictable, repeatable approach to realizing ongoing business value
Transition Management
Objectives & Business Case

32. @chrysalisbts
• Involve the business
• SharePoint is a Business Platform by and for users
• Design the plan to empower users
• How to participate in governance board
• How to request new capabilities
• How to develop a business case
• Communicate!
Governance is Inclusive
Adoption strategies

33. @chrysalisbts
• Involve business decision makers in design
• Build awareness and understanding of platform
capabilities and support needs
• Business perspective reflected in taxonomy
• Improve usability and information findability
• Engage in UX and Conference Room Pilots
• Develop ownership and commitment to success
• Communicate with and through your business
advocates
Involve Leadership in Information Architecture
Adoption strategies

34. @chrysalisbts
• Training cannot be an afterthought
• Work the roadmap to anticipate training
requirements
• Provide documentation
• FAQs, docs, wikis, status and schedule, contact
• Relevant training approach, mode
• Don’t forget to train on process change
• Communicate timeline and expectations
Document, Deliver, Train
Anticipate and prepare for readiness

35. @chrysalisbts
&

36. @chrysalisbts
presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414