1.
Creating Your Company's
Roadmap to SharePoint Success
November 2010

2.
Quick Facts
About Us Approach Partnerships
• 20th Year • Vendor Agnostic • Microsoft Gold
• Central Region Client
• Grand Rapids & • Non-reseller Experience Award Winner
Royal Oak • Professional • VMware Enterprise
• 25 Staff Services Only • Cisco Premier
• Novell Platinum
• Citrix Silver

3.
Expertise
Project Management Infrastructure
Collaboration Access & Identity Management

4.
Roadmap to SharePoint
Success Agenda
• What is a SharePoint roadmap?
• Benefits of going through the
effort
• How C/D/H works through the
process
• Re-work the process with 2010
features
• Case studies

5.
SharePoint Roadmap
• Statement of business priorities and
initiatives
• Definition of SharePoint and related
projects to implement the initiatives
• An architectural plan for implementation
over 36 months

6.
Roadmap Approach
• See, Think, Draw – standard
strategic planning method
• See:
– Understand the current state, some amount of
discovery
– People
– Successes and Failures

7.
Roadmap Approach - Think
• Think:
– Meetings with Stakeholders
– Corporate vision - understanding and
prioritizing business goals
– Project definitions
• Business process improvement => BI
• Productivity => forms and workflow and/or Search
and/or line of business integration
• Information management => document lifecycle
• Knowledge management => search; surfacing; social
knowledge sharing

8.
Roadmap approach - Draw
• Draw:
– Gap analysis
• Governance
• Project Details
• Training/People
• High level architecture - Hardware and software
– Projects to project portfolio
• Research features, scope, uncover dependencies

9.
Roadmap Outputs
• Roadmap scheduling, based on
dependencies, priority
• Hardware and software costs
• Narrative of decisions, training,
staffing, governance

10.
2010 2010
POC Deployment
1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12
Search Document Management
Taxonomy FAST Search
Platform
Video Streaming New Site Design
SharePoint Backup Archive Multi‐language
Build 2010 Farm Site Analytics Exchange POC
WSS Site Migrations OCS POC
People Search Social Networking
People
New My Site
Social Analytics
Publish
Corporate News
Intranet Requirements Intranet Design / Deliver
Validation
Process
Enterprise Forms Define / Design / Deploy
Workflow Selection BI / Reporting / OBIEE Integration
Forms Dev. Standards App Testing Legacy App Strategy
3rd Party Web Parts Documentum Search Project Server
Apps
MS Access POC Migrate MS Access Apps
Identify & Plan Applications:
Office 2010
SP 2010 Offline POC Outlook 2010 POC
Client
IE 7 Mobile Calendar
Notes 8.51 & Mainsoft
Windows 7 POC and Deployment

11.
Benefits
• Aligns your SharePoint solution to the
business needs and strategy
• Helps define governance
• Leverages input from your company’s
users
• Defines what technology is needed (and
when)
• For use as a future yardstick of success

12.
Benefits
• MS has made it easy to publish and share
information, but there is a lot of on purpose work
that has to happen to make a SharePoint
implementation a productive business tool.
• If left alone, organizations end up with point
solutions and with collaboration sites, focused
around information silos.
• After 3 years, we finally have a stable platform
and remarkable growth. Businesses are
progressing toward their agreed upon strategy.

13.
What if I Don’t?
• Some really good things can happen
- or -
• Hospital policies and procedures
(roadmap)
• Public school public site
(architecture)
• Public school time and attendance
(governance)

14.
SharePoint 2007 Solutions
• Collaboration – Allow teams to work
together and share information
• Portal – Personalize the user experience,
providing individuality, security, and social
networking
• Enterprise Search – Locating content
distributed across a wide range of sources

15.
SharePoint 2007 Solutions
• Content Management – Document
management, records management, and
Web content management
• Business Forms and Integration – Forms
and business process workflows
• Business Intelligence – Business critical
information, including server-based Excel
spreadsheets, SQL Reporting and KPI
tools, to assist in decision making process

16.
2010 Decisions - People
• People search
• Social tagging, ratings and notes
• Micro-blogging (what’s happening),
blogging
• Surfacing authored content
• My Newsfeed, interests and colleagues
• Organization browser
• Recommended colleagues and interests

17.
2010 Decisions - People
Social networking issues
• Trust
• Ownership
• Productivity
• Legalities

18.
2010 Decisions - People
Social networking potentials
• Shorter project cycle times
• Fewer meetings
• Lower travel expenses
• The ability to close deals faster
• Increasingly positive feedback from clients
• Retention of Gen Y employees
• Build it before it comes in the back door

19.
2010 Decisions - Clients
• Office 2010
– Outlook social connector
– PowerPoint broadcasting
– Visio workflow modeling, Visio save to
SharePoint
– InfoPath integration with list dialogs
– Word, PowerPoint, Excel co-authoring
– Web Clients
• SharePoint Workspace client
• Windows 7 search federation

20.
2010 Decisions
• Enhanced search
• BCS
– Line of business integration is much more
reachable
– Full CRUD is huge
• Development Enhancements
– Windows 7 development station
– Visual Studio 2010, one click deployment
– Sandboxed solutions
– Developer dashboard

21.
2010 Decisions
• ECM
– In place records management
• Document life cycle, legal hold
– Managed metadata
• Sharing across site collections, managed keywords,
managed terms, hierarchies
• BPOS

22.
Detail Comparison
Sites
Sites Communities
Communities Content
Content Search Insights Composites Service Specific
• RSS Content • People and groups • Document • Search in a single site • Integrated business • Forms libraries • Multiple Site
Syndication lists Information Panel collection intelligence • Custom non‐code Collections per
• Privacy and security • Calendars • Document Action Bar dashboards workflows customer
• Enterprise content • Key performance • Manage Site
• Audience Targeting • Email Integration • Retention and • Centralized forms
sources indicators (KPIs) Collection Features
• Site and document • Task Coordination Auditing policies management and
• Cross site‐collection • Filter web parts control and quota
aggregation • Surveys • Navigation controls
search • Off‐boarding of
• Site Manager • Document • Content publishing • Integrated flexible • Design once
• Admin and spreadsheet development model customer data
• Mobile Device Collaboration • Page Layouts Management
Support publishing • Form import wizard
• Issue Tracking • Indexing Controls • Vanity domains for
• Share manage and • Integrated non‐SSL sites only
• SharePoint sites and • Templates
• Improved Content • Phonetic Search control spreadsheets deployment model for
Documents Roll up • Tenant admin across
web parts authoring • People search • Web based business no‐code forms
• Standard Site site collections
templates • Slide Libraries intelligence using • Compatibility Checker
• Integration with • Business Data Search • Better control of
• Document excel services
SharePoint designer • Improved Wikis and (via Indexing and FQDNs
(except site backup Blogs Management Site federated query) • Data connection
• Managed path site
and restore Templates libraries
• Real time presence • FAST collections
and communication • Standard Enterprise • Report center
• Defining new custom • Improved Forms
and Publishing Site content sources • Visio Integration Technology
• Tagging (Content and
templates • Web Analytics
Expertise) • Crawling BDC Data • Improved Workflows
• Portal Site Templates • Policies, auditing and
• Rating • Relevance Features • Improved Usage • Business Document
• Site Directory compliance Analytics
Other
• Note Board • Did you mean? Workflow Support
• Colleagues and • Improved Records
membership web • Tag Cloud Repository • Query • Partial trusted
workflow actions • Project Online
parts • Activity Feed • Legal holds Recommendatio
• Access Services • Access Services
• User Profiles import • Standard Meeting Site n • Performance Point
• Metadata and
• Extranet Access Templates • Configure crawled file Services • Improved SharePoint • Configure blocked file
taxonomy
• SharePoint type • Business data web Designer type
• Anonymous Access • Content Organizer
WorkSpace • Authoritative pages parts • Sandbox Solutions • Self service site
• Multi‐lingual user • Metadata driven
interface • Hierarchical Navigation • Business data actions creation
Organization Chart • Custom Managed
• New UX • Document IDs
• Improved My Sites • BCS (read/write) Paths
• Cross Browser • Document Sets
Support (Safari, IE, FF) • Custom Installed • Roll up usage
• Office Web Apps Analytics
• Office 2010 Client • Integration with InfoPath form
integration Microsoft information templates
rights management • External Lists
(IRM)
• Site variations
• Content staging and • SharePoint 2010
deployment • Online today feature coming to On‐premises only
• Configure Information SharePoint Online
Management
*Capacity increase: 10 GB for each subscribing
company plus 500MB per user (USL).

23.
Case Study I
• Oil Company
– See: Basic SharePoint 2007 portal
• Departmental file storage
• Some company-wide documents
• Automated and manual reporting of all business metrics
– Think (Goals):
• Improve decision making
• Share more information, more quickly
• Launch an investors portal

24.
Case Study I
Draw:
• Continue to use internal portal
• Create 2010 portal: Entry
screens, SSRS, minimal Excel
reports remain
• E-mail enabled document
publishing
• Mobile
• Existing site migrations
• Social
• Client

25.
Case Study II
• International manufacturing
– See: 2007 WSS sites, completely unmanaged, large
numbers of 2007 MOSS sites. Consolidation in flight.
– Think: Have four strategic management pillars,
including business excellence.
• Knowledge Management
– Content Management (2010)
» Search, Fast
• Taxonomy
– Employee Knowledge Management – social knowledge (2010)
• Workflow
• Surface, improve Business Intelligence

26.
2010 2010
POC Deployment
1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12
Search Document Management
Taxonomy FAST Search
Platform
Video Streaming New Site Design
SharePoint Backup Archive Multi‐language
Build 2010 Farm Site Analytics Exchange POC
WSS Site Migrations OCS POC
People Search Social Networking
People
New My Site
Social Analytics
Publish
Corporate News
Intranet Requirements Intranet Design / Deliver
Validation
Process
Enterprise Forms Define / Design / Deploy
Workflow Selection BI / Reporting / OBIEE Integration
Forms Dev. Standards App Testing Legacy App Strategy
3rd Party Web Parts Documentum Search Project Server
Apps
MS Access POC Migrate MS Access Apps
Identify & Plan Applications:
Office 2010
SP 2010 Offline POC Outlook 2010 POC
Client
IE 7 Mobile Calendar
Notes 8.51 & Mainsoft
Windows 7 POC and Deployment

27.
Next Steps for Success
• Turn 2010 adoption into an opportunity to
(re)architect
• Pause and do it more on-purpose
– Engage the business on goals
– Develop a project list, aligned with goals
– Develop a project timeline
– Measure your success

28.
Thank You
Royal Oak Grand Rapids
306 S. Washington Ave. 15 Ionia SW
Suite 212 Suite 270
Royal Oak, MI 48067 Grand Rapids, MI 49503
p: (248) 546-1800 p: (616) 776-1600
www.cdh.com
(c) C/D/H 2007. All rights reserved