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Welcome…
“Governance” does not have
   to be a nasty word…

          •   Some interesting data…

          •   SharePoint Governance

          •   SharePoint Governance Plan
              •   Elements
              •   Stakeholders
              •   Process

          •   Governance Resources

          •   Q&A / Next Steps
Some interesting data…

                                                •   Of the organizations surveyed, only 14%
                                                    feel that they have met the user adoption
                                                    expectations that were set out when
                                                    SharePoint was first deployed.

                                                •   33% state that CXO or exec Level buy-in
                                                    and/or sponsorship is major inhibitor to
                                                    SharePoint leverage.

                                                •   49% feel that end user training and
                                                    usage comfort/familiarity on SharePoint
                                                    is major inhibitor to fully leveraging
                                                    SharePoint

                                                •   …only about 1 in 5 organizations have
                                                    an active governance plan for
                                                    SharePoint. For a mission-critical
                                                    application like SharePoint…this creates
                                                    an enormous risk.
Source: Osterman Research Inc. – Improving SharePoint Use and Governance Oct. 2012 - www.ostermanresearc
SharePoint Governance

     The Word                   Inexperienced/
   “Governance”                 Not right group


                                    Not connected
                                   to the business /
 No standards /                    goals / operations
 best practices

                                 Plan does not cover all
                                      key elements
     Lacking proper
Stakeholders / Involvement
                             Not kept up to date
SharePoint is a Platform…
SharePoint Governance


•   A plan and guide on how to best use and manage SharePoint
    within your organization.
•   Comprises of certain IT, Application, and Information
    Management rules and processes which are to be applied to
    ensure that the system operates properly and provides the
    most value to both your users and the organization as a whole.
•   Set of Policies, Roles, Responsibilities, and Processes that
    guides, and manages how your organization's operational
    divisions, IT, and end users cooperate to conduct business
    operations and achieve your business goals using SharePoint.
SharePoint Governance
                   Plan…
•Information Technology
     • Security / Data Protection
     • Customization policies
     • Deployment / Site Lifecycle Management
     • Asset Classifications
     • Quota’s / Data Limits
• Application Management
     • Enhancements
     • Branding
     • Version Control
     • Customization Policies
• Information Management
     • Architecture / Structure
          •Libraries, Lists, Content Types, etc.
     • Types of Information
     • Search
SharePoint Governance
       Plan…

         •   Business Goals
             •   Key for Executive Buy-in
             •   Technology for business. Not
                 other way around!

         •   Stakeholder Requirements
             •   Provide value to how they work
             •   Vital for user adoption
SharePoint Governance
       Plan…

           The first step is to make a decision….
               • Do it yourself?
               • Outsource / Contract?

           Considerations….
              • Resources available?
                  • Development Practices
              • Time / Effort required
                  • Distraction on team
              • 80/20 Rule
SharePoint Plan…


      Governance Team
(IT, User Rep, LOB Leaders,
 Compliance, IM, Executive)   Requirements Gathering          Governance Plan
                                (Executive / Users)    (including initial requirements)


                                      Enhancements


                                                                                            Sandbox
   Maintenance
                                                                                    (Testing, Preproduction)



                              Training
                       (incl. Governance)                 Deploy
SharePoint Governance


Microsoft Technet:
  http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx
  • Getting Started
  • IT Governance
  • Application Management
  • Information Management
  • Adoption
  • User Training
Questions?


•   On the web: www.syntapa.com

•   By Phone: 613-591-7644

•   Resources available from our website
    •   SharePoint Governance Paper (Website - Free Downloads
        Section)
    •   Recording of this webinar: http://www.syntapa.com/access-
        webinar-archives/
Summary….


•   Governance is not a nasty word! In fact, it is one of the highest
    impact activities you can take on to increase the chance of a
    successful SharePoint implementation.

•   SharePoint is not a product. It is a platform!

•   Engage with your executives and users as part of the process.
    Missing this step will directly impact user adoption and the
    success of the project.

•   Get help if you need it. It takes a different mindset!

•   Remember it is not a one time exercise. Update it regularly.
About Syntapa


•   Originally founded in 1984

•   Best of breed systems provider focused on integrated solutions
    to meet real business requirements

•   Microsoft ISV Partner – Winner of Business App of the year in
    “Not for Profit” category (1997), Impact Awards Finalist (2010)

•   Based upon client projects we have built repeatable solutions
    that reduce development costs and satisfy real business
    requirements
Thank You

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When it comes to SharePoint...Governance is not a nasty word!

  • 2. “Governance” does not have to be a nasty word… • Some interesting data… • SharePoint Governance • SharePoint Governance Plan • Elements • Stakeholders • Process • Governance Resources • Q&A / Next Steps
  • 3. Some interesting data… • Of the organizations surveyed, only 14% feel that they have met the user adoption expectations that were set out when SharePoint was first deployed. • 33% state that CXO or exec Level buy-in and/or sponsorship is major inhibitor to SharePoint leverage. • 49% feel that end user training and usage comfort/familiarity on SharePoint is major inhibitor to fully leveraging SharePoint • …only about 1 in 5 organizations have an active governance plan for SharePoint. For a mission-critical application like SharePoint…this creates an enormous risk. Source: Osterman Research Inc. – Improving SharePoint Use and Governance Oct. 2012 - www.ostermanresearc
  • 4. SharePoint Governance The Word Inexperienced/ “Governance” Not right group Not connected to the business / No standards / goals / operations best practices Plan does not cover all key elements Lacking proper Stakeholders / Involvement Not kept up to date
  • 5. SharePoint is a Platform…
  • 6. SharePoint Governance • A plan and guide on how to best use and manage SharePoint within your organization. • Comprises of certain IT, Application, and Information Management rules and processes which are to be applied to ensure that the system operates properly and provides the most value to both your users and the organization as a whole. • Set of Policies, Roles, Responsibilities, and Processes that guides, and manages how your organization's operational divisions, IT, and end users cooperate to conduct business operations and achieve your business goals using SharePoint.
  • 7. SharePoint Governance Plan… •Information Technology • Security / Data Protection • Customization policies • Deployment / Site Lifecycle Management • Asset Classifications • Quota’s / Data Limits • Application Management • Enhancements • Branding • Version Control • Customization Policies • Information Management • Architecture / Structure •Libraries, Lists, Content Types, etc. • Types of Information • Search
  • 8. SharePoint Governance Plan… • Business Goals • Key for Executive Buy-in • Technology for business. Not other way around! • Stakeholder Requirements • Provide value to how they work • Vital for user adoption
  • 9. SharePoint Governance Plan… The first step is to make a decision…. • Do it yourself? • Outsource / Contract? Considerations…. • Resources available? • Development Practices • Time / Effort required • Distraction on team • 80/20 Rule
  • 10. SharePoint Plan… Governance Team (IT, User Rep, LOB Leaders, Compliance, IM, Executive) Requirements Gathering Governance Plan (Executive / Users) (including initial requirements) Enhancements Sandbox Maintenance (Testing, Preproduction) Training (incl. Governance) Deploy
  • 11. SharePoint Governance Microsoft Technet: http://technet.microsoft.com/en-us/sharepoint/ff800826.aspx • Getting Started • IT Governance • Application Management • Information Management • Adoption • User Training
  • 12. Questions? • On the web: www.syntapa.com • By Phone: 613-591-7644 • Resources available from our website • SharePoint Governance Paper (Website - Free Downloads Section) • Recording of this webinar: http://www.syntapa.com/access- webinar-archives/
  • 13. Summary…. • Governance is not a nasty word! In fact, it is one of the highest impact activities you can take on to increase the chance of a successful SharePoint implementation. • SharePoint is not a product. It is a platform! • Engage with your executives and users as part of the process. Missing this step will directly impact user adoption and the success of the project. • Get help if you need it. It takes a different mindset! • Remember it is not a one time exercise. Update it regularly.
  • 14. About Syntapa • Originally founded in 1984 • Best of breed systems provider focused on integrated solutions to meet real business requirements • Microsoft ISV Partner – Winner of Business App of the year in “Not for Profit” category (1997), Impact Awards Finalist (2010) • Based upon client projects we have built repeatable solutions that reduce development costs and satisfy real business requirements