Presented at SharePoint Saturday

1. What’s your Social IQ? –
Succeeding with SharePoint Social
27 April 2013
Chris McNulty & Sadie Van Buren

3. BlueMetal is the
Special Forces
of software development.
- Adam Ross, NASDAQ

5. Dell Software | SharePoint

6. Key Topics
How can we
succeed?
Decisions &
extent

7. WHAT IS SOCIAL?
And what should it be?

9. Social By Any Other Name
• Collaboration
• Knowledge Management
• Networking
• Expertise
• Content Creation
• Content Consumption
• Information Management

10. Portal Design, Then and Now
(David Hackett Fischer’s influence)
Roof Hood, 1700s House, Victoria County UK
(source: www.victoriacountyhistory.co.uk) ©
University of London
1700’s 2000’s
Roof Hood, Milton, Massachusetts 2012
(Source: Chris)

11. Classic SharePoint Information Architecture
Home
Portal
Dep't Division
Project/Team Sites
Personal/My Sites

12. Socially Responsible SharePoint Information Architecture
My Sites
Community Sites
Project and Team Sites
Department
Repository
Home

13. Social is “just” working & talking together, using technology.
Don’t leave it in the wings -- bring it to center stage!

14. WHY DO IT?
Business Cases for Social

15. 19Users aren’t satisfied with social functionality to date
15.7%Satisfaction with social,
workflow, apps, BI
63%
Satisfaction with
traditional
document
collaboration

16. 20Gains in productivity could be considerable
$900 billion -
$1.3 trillion
Potential annual value
added by correctly
implementing social
technologies in the
consumer packaged goods,
consumer finance,
professional services, and
advanced manufacturing
markets
20-25%
Rise in productivity of
high-skill knowledge
workers by fully
implementing social
technologies

17. If your organization is…
• Geo-distributed
• Chrono-distributed
• Large in size
• Rife with unbrowseable content
• In need of velocity
• Wishing to preserve context
• Favorable to crowd-sourcing
You have a business case for Social.

18. Social Functionality in SharePoint 2013
• Collaborate directly in the
social interface
• Use @targets for people
and #hashtags for topics
• Easily post links, docs,
video, pictures and
pictures
• Share “in place” instead of
moving
• Follow people, sites, tags –
and documents

19. DEMO

20. WHAT ARE OTHERS DOING?
Social Maturity

22. People and Communities
Level Competency
500
Optimizing
Users can edit certain profile data that writes back to AD or HRIS. MySites template is customized. Communities /
conversations extend to external participants.
400
Predictable
Profile fields may integrate with LOB data. MySites are centralized (only one instance). Communities flourish under
governance. Community sites are easily discoverable via a directory and Search. Notion of subscription – to groups,
topics, people. Org chart is dynamic.
300
Defined
Custom profile fields reflect company culture; photos are updated from central source.
MySites rolled out to all users, supported, trained. Community spaces connect a particular set of users.
200
Managed
MySites rolled out to pilot groups or users. Out-of-box profiles implemented. Community spaces may be piloted.
100
Initial
Basic profile data imported from AD or other source. MySites host not created. Manually-created org chart is published
in SP. Email distribution lists are the hub of community activity.
The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the
virtual spaces that support particular areas of interest that may span or fall outside the organizational structure).
26
Unified Community Experience
Individual Needs
Availability of tools enterprise-wide

23. Social Maturity increases over years of use

24. Social Maturity is higher for the largest and smallest orgs

25. Social Maturity is not significantly influenced by budget

26. Barriers to Greater Maturity – People & Communities
Roadblocks: Your Governance/Training Plan should include:
Not as compelling as what’s on the web Training on what is available
Fear that it will be as compelling as what’s on the web File type limits, file upload size limits
Web accountability policy
Basic information & photos not available Photo policy, reporting
More complex information not available Integration plan
10/18/12 - #SharePointSym @sadalit
#spmaturity
©2010-2012 Sadalit Van Buren 30

27. Upshot - Take the Assessment!
2/28/2012 - #spmaturity @sadalit
#sptechcon
©2010 - 2012 Sadalit Van Buren 31
www.spmaturity.com

28. HOW DO WE KNOW IT’S WORKING?
Metrics and Reporting

29. Your Collaboration Tools
Are Generating Data –
Can You Use It?

30. Specific Measurement
• Use BI to measure
social success
• Social is
distributed – use
profiles as proxy
for all usage
• SQL Server
Reporting Services
sample report

31. DEMO
UPS MEASUREMENT
Show how built

32. Social is harder to measure in complex systems
Case: Global Financial Firm
Environment: SharePoint 2010, NewsGator, ControlPoint
High-level goal:
Measure effectiveness of the collaboration and social tools
• Overall use
• Internal customer satisfaction
• Overhead reduction
• Q&A value

33. The Solution Must Aggregate Multiple Systems
and Consider Multiple Stakeholders
Goals for the BI solution:
- Centralized
- Timely
- Accurate
- Easy to use
- Targeted to constituent groups
Stakeholders:
- Executives
- Community Managers
- SharePoint Center of Excellence
- IT & User Support
- Human Resources

34. Questions Go Beyond ROI to
Transformative Nature of These Technologies
What percentage of employees have complete profiles?
Who are the most active contributors?
What are the most active communities?
Who are the most followed individuals?
Who has the most colleagues?
What is the average time to answer a question?
How is the quality of the question and of the answer?
What functionality is NOT being used?
Who is NOT using the systems?
How usable is the data being generated?
Which communities have above or below average participation?
Are people using this to expand their network? Is it increasing their reach?
What percentage are watching vs. creating?
Which tags and activity types are trending?
Which communities is my employee an owner, manager, or member of?
Which of my employees are the most active in communities or Q&A?
All data – slice by title, geographical location, business unit, tool, manager, and many others (22 in all)
Correlate social data to email and phone calls for people in effective communities

35. Upshot - Get To Know Your Business
You’ve improved collaboration and communication with your social systems –
Now quantify the data.
- Plan for analysis of your social systems
- Identify the constituents, questions and the metrics
- Assess your current state

36. HOW CAN WE SUCCEED?
Decisions and Extent

37. Considerations
• Infrastructure
• Administration
– Quotas
• IA Complexity
– Structural vs.
– organizational vs.
– taxonomical
• Security complexity
– then vs. now
• Cultural
– Training
– SkyDrive vs. SkyDrive Pro
– Pervasive newsfeed
• External Users
– Options
– Gotchas
• Success Factors
– Geo/chrono disp
– Tech friendly
– Interactive

38. Social engineering
SharePoint Social
User
Profile
Service
Search
Office Web
Apps
Distributed
Cache

39. Social Administration - Quotas
• Check quotas based
on errors, usage
patterns
• Default is 100MB
• 1GB probably better!

40. User training : SkyDrive and SkyDrive Pro
• It’s not: SkyDrive
• Free Microsoft file storage in cloud
• SkyDrive Pro (labeled as ‘SkyDrive’)
• User personal file storage on SharePoint
2013 OR Office 365
• SkyDrive Pro
• Offline clients sync from Office 2013,
Windows 8, iOS coming early 2013 (SPC12,
ZDNet)

41. User training – Learning to share…
• 2010:
– Share by moving copying
or email
• 2013:
– Save a document – to
personal or team site
– Simple way to share it with
everyone – a/k/a ”Share”

42. IA Complexity
https://collab – web application for extranet My Sites
Customers (managed path)
SharePoint Farm
Sites (managed path)
Customer A (site collection)
https://intranet – web application for intranet
Project 1
Project 2
Project 3
Admin
Customer B (site collection)
Home
Departments
Products
R&D
Product 1
Product 2
Search
Project 1
Project 2
HR
IT
Finance
Person 1
Person 2
Person 3
…

43. IA Complexity
Lee Mason
VP of
Administrative
Services
Pat Johnson
VP of Product
Development
Alan Smithee
CEO
Matt Bean
Director, R&D
Pamela Reed
Director of HR
Jack Rackham
Director of Sales
Wei-en Chang
Director of IT
Jamie Tyrell
Research
Ana Ng
DB Admin
Jesus Colon
Research
Dan
Cunningham
Director of
Finance
Bob Smith
Research
John Dexter
Research
Greta Bienfang
Research
Steve Vanasse
VP
Brian Harvey
Research
Mark Charette
Research
Jeff Van Ness
Research
Mary Soares
Research
Atul Selva
Director,
Operations
Raj Handattu
Manager
Helen Maldives
Research

44. IA Complexity
Company

45. IA Complexity
https://collab – web application for extranet My Sites
Customers (managed path)
SharePoint Farm
Sites (managed path)
Customer A (site collection)
https://intranet – web application for intranet
Project 1
Project 2
Project 3
Admin
Customer B (site collection)
Home
Departments
Products
R&D
Product 1
Product 2
Search
Project 1
Project 2
HR
IT
Finance
Person 1
Person 2
Person 3
…
Lee Mason
VP of
Administrative
Services
Pat Johnson
VP of Product
Development
Alan Smithee
CEO
Matt Bean
Director, R&D
Pamela Reed
Director of HR
Jack Rackham
Director of Sales
Wei-en Chang
Director of IT
Jamie Tyrell
Research
Ana Ng
DB Admin
Jesus Colon
Research
Dan
Cunningham
Director of
Finance
Bob Smith
Research
John Dexter
Research
Greta Bienfang
Research
Steve Vanasse
VP
Brian Harvey
Research
Mark Charette
Research
Jeff Van Ness
Research
Mary Soares
Research
Atul Selva
Director,
Operations
Raj Handattu
Manager
Helen Maldives
Research
Company

46. Library Permissions, Then and Now
2010 and earlier 2013 and after

47. User navigation behaviors

48. Options
Complement/supplement/extend model
- Complement
- Colligo
- Dell
- Supplement
- NG
- Yammer
- Extend
- Neudesic Pulse

49. Future Decisions
• SP vNext (2014)
• Yammer
– Office 365 – Newsfeed will have the option to connect to
Yammer.
– On-premises – necessarily becomes a hybrid approach w/cloud

50. Upshot – Now or Later?
• Are you ready to move to SP 2013 social now, or willing to
wait?

51. thank you!
• Questions and Next Steps
• This deck:
http://sdrv.ms/Z02dbW
• Giveaway!
• Sadie (@Sadalit)
– svanburen@bluemetal.com
– http://amatterofdegree.typepad.com
– www.spmaturity.com
• Chris (@cmcnulty2000)
– Chris_mcnulty@dell.com
– http://www.chrismcnulty.net/blog

52. More information
• Today’s Session -
http://sdrv.ms/Z02dbW
• SharePoint architecture design
patterns in Chris’ e-book entitled
SharePoint 2010 Consultant’s
Handbook – A Practical Field Guide
– Get your free copy here
http://www.quest.com/get-chris-book