Francois Pienaar and Philippe Morin join forces to discuss how to plan for and implement SharePoint. Related content ECMPlus ShareCoach

1. Planning and Implementing
SharePoint
Francois Pienaar Francois.Pienaar@immix.co.za
Twitter: @fhpienaar
Philippe Morin Philippe@ecmplus.co.za
Twitter: @SharePointBrew

2. Introductions
I’ll still kick your
butt though…
Just saying
I LOVE
SharePoint!
Francois
• Freakin serious
about SharePoint
bru!
• Important guy at
Philippe IMMIX Solutions
• Managing Member ECM + • 7.5
• 8.5 years business experience in Development, con
ECM and SharePoint figuration, manag
• International conference ement, and
attendee and speaker business
• All around cool guy experience on
SharePoint

3. Purpose of Today

4. What is SharePoint… seriously now?

5. Top Mistakes
1. Build it and they will come… Give them the tools and they’ll
collaborate.
2. Buy Rolls Royce software butIno business drive for adoption.
Why do feel so disconnected?
3. Content indexing and text search is fine.
4. Lousy site navigation.
5. No personalisation.
6. “Change management costs how much? No thanks, we’ll do training.”

6. How to look @ SharePoint?

7. Key Steps in Planning for SharePoint
Understand SharePoint first – not a solution – it’s a shell
The lay of the land – what are your objectives and
requirements
Saying “I want document management” is not a requirement, that is
quoting functionality within SharePoint
Understand the measurement criteria behind your
requirements
Finally…. map functionality to these objectives

8. Objectives
Best Question: What are you trying to achieve? And Why?
I know, we
need Document
Management!! For goodness
sake… Why? For
what purpose

9. Example
Business Objective User Objective
Increase Customer satisfaction Have pertinent information available
through lower call duration in the call all on one screen minimising my need
centre to go through multiple systems
Potential Functional Solution:
Implement appropriate DM for specific content types in back-end
Use search aggregation techniques to surface targeted content
Build single portal interface with relevant content query web parts.
In the solution we use the following SharePoint functional elements
Document Management
Search
Audiences
Targeting
etc

10. Recap
So why do we do business objective
planning?

11. Over to you Francois

12. Purpose of this Session
1000ft “How To” Guide for

13. What I’ll be covering
What is your Goal?
Where do we Start?
Mastering the HOW
5 Top Tips

14. What is your GOAL?
Do you live life by CHOICE or live life by
CHANCE?

15. Where do we Start?
Content Type
Definition
Site Template
Structure Selection User Roles
Lists, Web
Functionality Parts, Workfl Add-ins
ow
Search and
other

16. Where do we Start?
conte
Document Type Definition
nt

17. Content Type?
4. Retention
3. Workflow
2. Metadata
1. Document Template

18. Benefits
Maintain Metadata
Central Template Fluid Workflow
Management Configuration
Keep Content Gain Insight via
Relevant Auditing

19. Content Type Examples

20. Metadata Navigation

21. Site Structure
Permission Group Definition
Physical Taxonomy (Structure)
Location of Functionality
Content Authors vs Consumers

22. Create / Edit Structure

23. Functionality

24. Search

25. My 5 Top Tips
Content Type Definition
Exhaust OOTB Functionality
Minimize Customisation
Max 3-5 Web Parts pp.
When to Use Page, Doc Lib & Site

26. Thanks for listening
we hope you enjoyed it
Francois.Pienaar@immix.co.za
@fhpienaar
http://za.linkedin.com/in/fhpienaar
Philippe@ecmplus.co.za
@SharePointbrew
http://www.linkedin.com/in/pmorin