Multi location presentation around Collaboration, SharePoint 2016, Office 365 and User Adoption.

1. Summit 2015
presents

2. Who is Concurrency?
Founded in 1989, we are a consulting organization
focused on the Microsoft platform.
We’ve built our reputation on excellent service,
trust, and the ability to creatively apply technology
to business needs.
Microsoft Partner of the Year
• 2014 Management & Virtualization Finalist
• 2012 Midwest
• 2012 Central Regional
• 2012 Content Management Global
• 2011 Midwest
• 2010 Marketing
Microsoft Gold Certification
• Collaboration & Content
• Communications
• Management & Virtualization
• Dynamics CRM
– 2014 –
Fastest Growing Company in Milwaukee
Milwaukee Business Journal

3. Business ProductivityInfrastructure
Azure &
O365
Exchange &
Lync + Voice
Private &
Public Cloud
Windows
Server &
Virtual
Identity, AD,
DirectAccess
System
Center 2012
ITSM / ITIL
Migrations &
Integrations
Desktop
Imaging &
Win upgrade
Portals, Intranets, Business
Critical, Doc Imaging, Workflow…
Sales, Marketing, Dashboards,
Account Management, Etc.
Business Apps
Application
Development
Messaging,
Conference,
Video, Voice
Office
Wisconsin Illinois Minnesota Indiana
Real Microsoft expertise. Real business value.
Our Expertise

4. Speakers
Matt Engibous
Solution Lead,SharePoint Architect
mengibous@concurrency.com
Twitter:@MattEngibous
Drew Madelung
Senior SharePoint ECM Consultant
dmadelung@concurrency.com
Twitter:@DMadelung
Roy Donaldson
Senior TechnicalSpecialistatK2
RoyD@k2.com
Twitter:@roydonaldson
Damon Sanchez
User Experience Engineer
dsanchez@concurrency.com
Twitter:@darkriderdesign
Steve Buchanan
RegionalSolutions Director
sbuchana@concurrency.com
Twitter:@buchatech

5. 9:15 - 9:30 | Concurrency
Productivity and Collaboration moving forward, strategy and business
challenges
9:30 - 9:50 | Concurrency
What you need to know about SharePoint 2016
9:50 - 10:20 | Concurrency
Office 365 and Next-Gen portals
10:30 - 10:50 |
Office 365 and Next-Gen portals continued
10:50 - 11:30 | K2
Bring your own apps. Forms solution
11:15 - 11:35 | Concurrency
User experience, mobility and analytics
Summit 2015 11:35 - 11:55 | Concurrency
SharePoint Roadmap. How do we get started?
10:20 - 10:30
Break

6. Business Challenges
How do you manage
content? Do you
know where it is
being stored and is it
secured?
Can employees find
the content they
need in an efficient
manner?
Do you have
processes that are
time consuming and
paper driven?
Does your solution
have value and drive
user adoption?
Do you have a long
term vision for your
content or are snap
decisions being made?
How do you control
the flow of technology
to users?

7. Business Challenges
AIIM Industry
Watch Report
January 2015

8. Collaboration is evolving…
Collaboration has evolved

9. INFORMATION MOVES SLOWLY
COMMAND AND CONTROL
T R A D I T I O N A L H I E R A R C H I E S
INFORMATION TRAVELS FAST
LEARN AND ADAPT
R E S P O N S I V E N E T W O R K S

10. FIXED WORKFORCES
SILOED TEAMS
T R A D I T I O N A L H I E R A R C H I E S R E S P O N S I V E N E T W O R K S
LEVERAGE THE ON-DEMAND
GLOBAL TALENT POOL

11. 2001
Core & Basic Collaboration
2006
Content Management
2010
External data sources
Federated Collaboration
2012
Enterprise social
Mobile, BYOD
2015+
Modern productivity
Cloud computing
Mobile & Hybrid
Connected Experiences
Enterprise Social
Content
Management
Core
Collaboration
Evolution of Enterprise Business Needs in Productivity
Office 365
SharePoint 2016
(Evolution of Hybrid)
SharePoint 2013
(Hybrid V1; OneDrive)
SharePoint 2010SharePoint 2007Portal Server 2001

12. “At the Ignite
conference…I saw a lot
of comments that said…
I didn’t hear a lot about
SharePoint…Today I’m
here to say…
“SharePoint, SharePoint,
SharePoint SharePoint
SharePoint, SharePoint!
We are absolutely
committed….
Julia White, general manager for the
Office Product Management team at
Microsoft
WPC 2015

13. SharePoint
Server 2016
13

14. Modernize your on-premises infrastructure improving speed, scale, and user experiences.
SharePoint Server 2016 brings cloud innovation to your datacenter so you can get the best of both
worlds – speed and productivity for your users with flexibility and control for IT.
New user experiences enable
users to quickly and
productively consume new apps
and experiences across devices
and screens.
Improved User
Experiences
Based on our learning from
Office 365, SharePoint 2016
delivers a reliable software-
defined infrastructure
foundation that’s proven at
scale with best in class hybrid
experiences.
Cloud-Inspired
Infrastructure
Integrated data-loss
prevention and protection and
with built-in and cloud
connected compliance,
security, and threat protection
for both administrators and
end users.
People-Centric
Compliance
SharePoint Server 2016 Vision & Value

15. DevMain
SPORel
O15
GUx GUy
Convergence…

16. Key Technical
Updates
• SharePoint 2013 to 2016 Upgrade – Database
attach. 2010 must be upgraded to 2013.
• Default Authentication – Windows
identity over SAML claims.
• User Profile Service – FIM has been
removed, default one way AD sync.
• Zero downtime patching
• Real hybrid Search, true story!

17. Single
Server
Farm
Server
MEM PROC DISK
16-24
X64
1x4
80 GB
12-16
X64
1x4
80 GB
Hardware & SQL Requirements
Database
Server

18. Roles & Services
[…..] Distributed Cache and Request Management
Distributed Cache, Request Management, SharePoint Foundation Web Application
[…..] Web Servers
Access Services, Business Data Connectivity, Central Administration, Managed Metadata,
SharePoint Foundation Web Application, Secure Store Service, State, Subscription Settings, User Code,
User Profile, Visio Graphics
[…..] Batch Processing
Crawl Target, Machine Translation, SharePoint Foundation Web Application, PowerPoint Conversion,
User Profile Synchronization, Word Automation, Work Management, Workflow Timer Service
[…..] Specialized Workloads
Excel Calculation, PerformancePoint, Project, Search, SharePoint Foundation Web Application
User
services
Robot
services
Caching
services
MinRole
SharePoint logic consolidated into
one single machine reducing the
number of discrete roles
timer jobs search
caching
provisioning
sync client onenote page
rendering
user profile
excel
services
sandbox
code
project subscription
settings
20132016

19. Boundaries and limits
Increased List
Threshold >5000
List Threshold
Content database
sizing into TB’s
Content
Database Size
MaxFile Size
increases to 10GB
and removed
character
restrictions
MaxFile Size
100,000 site
collections per
content database
Site Collections
per Content
Database
2x increase in
Search scale to 500
million items
Indexed Items

20. Q2 CY 2016Q1 CY 2016Q4 CY 2015
SharePoint
Server 2016
Release
Timeline

21. Download Link  http://bit.ly/1KIqixG
Support Forum Link  http://bit.ly/1JTjct4
UserVoice (Feedback) Link  http://bit.ly/1JTjct4
SharePoint
Server 2016
IT Preview

22. “Over the next several years,
the primary driver for cloud
adoption will shift from
economics to innovation as
leading-edge companies
invest in cloud services as
the foundation for new
competitive offerings.”
Frank Gens, Senior Vice President
and Chief Analyst at IDC

23. http://www.eweek.com/small-business/public-it-cloud-services-
spending-to-reach-108-billion-by-2017-idc.html
Worldwide spending on public IT cloud
services will grow from $47.4 billion in 2013 to
more than $107 billion in 2017

24. According to Seth Patton, Sr. Director of Product
Management for the SharePoint team:
“80 percent of Fortune 500 companies still use SharePoint on-
premises, with 38 percent of the entire SharePoint client base
using the online version through Office 365”
CMSWire, http://bit.ly/1EQ3AAM 5/4/2015

25. 2013
Migrate at their own pace to
the cloud with little or no
disruption to existing service
Pilot Online Service with a
subset of users
2016 ->
Continue to maintain hybrid
model providing services on-
premises or online based on the
organization needs
Continue to use existing
customizations on-premises
Subscribe to cloud innovation, on
demand, on your terms
Taking Hybrid Forward…

26. Need space and
maintenance planning Most likely provided
Licensing costs, but
also upgrades and
ongoing support
Included in vendor-
hosted solutions
Need to purchase,
support and maintain,
and upgrade as
platform matures
Included in vendor-
hosted solutions
Administrative,
developer, and end
user skills and training
Still requires
administrative and
possibly dev skills,
end user training
On Premises Cloud Hybrid
Need space and
maintenance planning
Licensing costs, but
also upgrades and
ongoing support
Need to purchase,
support and maintain,
and upgrade as
platform matures
Administrative,
developer, and end
user skills and training

27. Full control
Limited to none in
SaaS, some control
over PaaS, full control
over IaaS
Limited ability to
integrate depending
on SaaS, PaaS, or IaaS
Many limitations OTB,
but very robust tools
from partners
Limited
Very complex across
on prem and cloud
components, very
manual
Needs to be planned,
limited features OTB Defined in SLAs
Some OTB capabilities,
3rd party for tighter
control and
predictability
Microsoft
recommends 3rd
party tools
On Premises Cloud Hybrid
Very complex across
on prem and cloud
components, very
manual
Some OTB capabilities,
3rd party for tighter
control and
predictability

28. Connected…
Hybrid OneDrive
Hybrid Extranet
Hybrid Team Sites
Cloud-driven Hybrid Picker
Hybrid Search
Hybrid… Top Pillars

29. Office 365 Groups
Office Graph
OneDrive for Business
Summit 2015
Next-Gen Portals

30. Office 365 Groups

31. Office 365 Groups

32. Apps
Groups building blocks

33. Other things to know about Office 365 Groups
Limited management
No compliance features
No retention policies
Support for up to 10 GB files
No migration support
Cannot recover deleted groups

34. Office Graph

35. Today at work we use many different tools…
MAIL FILES
CALENDAR Yammer SKYPE
ONENOTE

36. Why is the Office Graph Important to Me
User Files Conversations People & Groups Events
COLLEAGUES
MESSAGES
EVENTS
FILES
EMAILS

37. Office Graph
Machine Learning
o Content Schema
o People – number 1 pivot for
all experiences.
o Documents and sites
o Email, SharePoint,
OneDrive for Business
and Yammer
o Social – gestures,
comments, likes
o Signals
o Connect to APIs

38. Email
Viewed by me
Presented to me
Shared with
me
Public Groups
Manager
Direct report
Public and Private Signals Always Respect Permissions

39. Connection Silos
 Stop searching…
 Start finding…
75% of respondents would
not disagree that information
is easier to find outside of the
organization than within.
65% agree that employees
struggle to access internal
information from mobile
devices.
AIIM search and discovery study 2014
Today
For 71% of the organizations polled, search is vital or essential,
yet only 18% have cross-repository search capabilities.
58% show little or no sign of search maturity.

40. Unified API and Office Graph
USERS FILES MAIL CALENDAR TASKSGROUPS
All of O365
Authentication
Federation
graph.microsoft.com
Insights and relationships from Office Graph

41. Next-Gen Portals

42. NextGen Portals: Meet the Family (so far…)
Video
Office 365 Video Delve “People Experiences” Planner Custom
Delve
Intelligent
Social
Mobile
Ready-to-go
ENHANCED BY KEY OFFICE 365 CAPABILITIES
Codename “InfoPedia”
“InfoPedia”

43. NextGen Portals: Why? Common Questions
Office 365 Video Delve “People Experiences” Custom
1. How do I modernize my intranet for a BYOD workforce?
2. How does the cloud benefit my intranet?
3. Social feeds, search-driven, manual content editing … are all critical.
Do I have to choose, or can I leverage all?
4. How does the intranet hook into the rest of my productivity experiences?
5. How do I use more, build less?

44. NextGen Portals: Why? Common Scenarios
Office 365 Video Delve “People Experiences” Codename “InfoPedia” Custom
HUB (DIRECTORY,
NEWS, SEARCH)
PEOPLE AND
EXPERTISE FINDING
KNOWLEDGE
MANAGEMENT
VIDEO PORTAL
EMPLOYEE
RESOURCES/TASKS
DEPARTMENTAL
PORTALS

45. Office 365 Video powered by Azure Media Services
easily consume video share ideas broadly secure & easy to manage
simple | fast | mobile | secure

46. Training Community
Corporate
Messages
Help &
How To
Office 365 Video Key Uses

47. Delve People Experiences
powered by activity mission criticalwork out loud
who knows what | who does what

48. Office 365
SharePoint Search
o Traditional Bing-like search
o Go find what you are looking
for…
o Manual
o Search multiple content
sources
o Takes work to tune search
o Search (FAST) is still powerful

49. Next-generation
search
 Proactively surface content
to users
 Content finds me
 New search UI/UX
 Search faster
 More informed
Delve

50. Task Management: Office 365 Planner
Plans Tasks Files
Each plan has its own Board
Within each Board, each work
item or task is represented by
a Card
A card can have due dates,
attachments, categories and
conversations
Helps teams organize their work visually.

51. Knowledge Management: Codename “InfoPedia”
the definitive source personalized hear from everyone
organize | explain | connect

52. OneDrive for Business

53. OneDrive for Business Primer
•
•
•
•
•
•
•

54. When should OneDrive for Business be used
 As a replacement for users’ personal file shares
 As a replacement for users’ local file storage
(My Documents, etc…)
 Informal collaboration on loosely managed
content (as defined in your governance plan…
you do have a governance plan, right?)

55. When should OneDrive for Business NOT be used
 As a team collaboration site for strictly
managed business content (governance plan?)
 As storage for content other users need to do
their jobs
 As a “backup” for content stored elsewhere in
SharePoint

56. OneDrive for Business Primer
•
• Built for informal collaboration
• 1 TB storage (moving to unlimited)
• PC/Mac, tablet, and phone
• Deep Office integration
• Enterprise IT, security, control & compliance
• NOT the same as OneDrive (consumer)
Yeah, about that sync client…

57. OneDrive for Business Sync Client
It’s Not Just You

58. There will be a
new OneDrive for
Business sync
client this year!
It is now in Preview
Based on the proven OneDrive codebase
No more 20k file limit
Selective sync, eliminates double-caching
Support for up to 10 GB files
Block personal & unmanaged sync
Single unified sync client
Longer paths & special character support

59. “ME” = OneDrive for Business
“WE”+Process = Team Sites
“WE” = Office 365 Groups

60. User Experience

61. So… What is UX?

62. Easy
Fits
Meets
What is User Experience?
“it’s the science around making interfaces”
Emotional Response

63. OK… But how does that
relate to everything that
has been talked about
at the Summit so far?

64. “User Experience continues
to move to the forefront of
what differentiates products
and the organizations that
produce them.”
Scott Plewes, Macadamian

65. User
Centricity
Is Key

66. “Mobile Users are 5X more
likely to abandon a task if
A site is not optimized for
mobile. 1 ”
“79% of Mobile users will search
for another site that is mobile
optimized to complete the task. 1 ”

67. “52% of users said that a
bad user experience made
them less likely to engage
with a company. 2”
“by 2020 customer experience
will over take price and product
as the key differentiator. 9”

68. Yes!
Is UX
Worth it?

70. Were you able to find what you were looking for?1
How long did it take you to accomplish your task or tasks and was
this longer than expected?
2
If you could make the tool better what would you do?3
Would you recommend the tool to someone else?4

75. What is the average age of the people you think would use this
online application?
1
Will you be using a mobile device to access this application?2
What type of online applications do you use?3
What online applications do you like?4

76. Does this online application have a direct competitor? If so, who is it?5
What brands do you admire?6
If the interface did one thing that would make you happy, what
would it do?
7
What would make you recommend this online application?8

79. QuestionsUser Experience
mobility and analytics

80. Roadmapping
From here to there…

81. What is a
Roadmap? A plan that has a focused destination and is
driven by teamwork between business & IT
that encompasses the needs, goals and
strategy of solutions that drives or provides
value to the company.

82. What is a
Roadmap?
“We aren't just talking about the
tools that can help people work
better, we're talking about helping
people work smarter.”

83. ALL RIGHTS RESERVED © 2014
• Establish a team!
• Align with overall business goals
• Understand how collaboration is evolving
How do you approach a Roadmap?

84. ALL RIGHTS RESERVED © 2015
Understand existing
issues, future goals and
opportunities for your
current collaboration
solutions.
• Understand the current state of collaboration in your
business
• Understand user experience with design and best
practices relating to Information Architecture, Taxonomy,
Governance, Technical Architecture, UI and UX
• Plan for ongoing reviews of the roadmap
• Know of ongoing and upcoming projects to ensure
timing and availability of proposed solutions
How do you approach a Roadmap?

85. Specific goals for a Roadmap
Reducing Cost Assess and identify opportunities to reduce cost through technology and process, especially where cost can
be realized on an ongoing basis.
Mitigating Risks Identify technology areas that present risks to the business and leverage a proactive approach instead of a
reactive approach.
Enhancing Productivity Identify gaps to help eliminate inefficiencies to improve user experience and productivity.
Improving Processes Identify key areas of improvement around unhealthy and retired processes.
Increasing Customer Satisfaction Work with IT to identify opportunities to improve overall customer satisfaction.
Providing Visibility Improve visibility to work processes, costs, and usage statistics.

86. ALL RIGHTS RESERVED © 2015
What really does this do?
Conduct initial interviews to discover business needs and align them with the
solutions available, specifically around collaboration and content management.

87. ALL RIGHTS RESERVED © 2015
We need to avoid this…

88. ALL RIGHTS RESERVED © 2015
How do you manage
content? Do you
know where it is
being stored and is it
secured?
Can employees find
the content they
need in an efficient
manner?
Do you have
processes that are
time consuming and
paper driven?
Does your solution
have value and drive
user adoption?
Do you have a long
term vision for your
content or are snap
decisions being made?
How do you control
the flow of technology
to users?
Business Challenges

89. ALL RIGHTS RESERVED © 2015
What we recommend
The size and scope of any
SharePoint project calls for a
phased, iterative approach.
Identify phases, assigning
specific tasks and deliverables for
each phase.
Phase assignment has to do with feature prioritization as well as
with sequential necessity.
 Learn, Design and Plan Phase includes further content
analysis, taxonomy refinement, further requirements
gathering, Governance activities, development work, build
and test the logical architecture, build out of the site
structure and features.
 Pilot and Feedback Phase to small group of individuals and
further refinement of the solution.
 Implement Phase includes content creation and disposition,
build out of departmental sites, training & adoption and
governance strategies.
 Go Live & Support Phase will launch the new collaboration
portal and continue with ongoing content analysis and
disposition, and development work associated new business
process optimizations as defined.
Roadmapping

90. ALL RIGHTS RESERVED © 2015
During workshop sessions held, we identified a number of issues and challenges that users
encounter on an almost daily basis. These include:
 Content is commonly managed in File Shares and PC’s
 Retention and disposition policies are not in place which leads to outdated content and
legal risk
 Information and content is difficult to find with no unified search experience
 No single source of content for workers or corporate communications
 Managing security and knowing who has access to what content is difficult or not possible
 Paper documentation is commonly used and maintained
 There are information silos in the business that lead to a lack of collaboration
 Challenges in creating a common culture and standard communications across the various
teams
 The existing network drives store information in an unstructured and unsearchable fashion.
Example of Roadmap findings

91. ALL RIGHTS RESERVED © 2015
N
6
January February March April
Taxonomy
Project Management
Site Iterations
Tasks
Analysis/ Design
Build
Legend
Pilot Phase Go-Live
Support
Phase
Implement
Phase
Learn Phase
Implement Changes
Deploy
Design/Plan
Phase
Content Analysis
Information Arch
Technical Arch
Departments and Service Content Structure
Discovery/ Roadmap
UI/UX Design
G overnance
Social Evaluationand MySites
G ather Feedback
Requirements
G overnanc e
Content Creation, Migration and Disposition
Training and Early Adopter
PilotBuild Pilot Solutions
Build Platform
Example Roadmap

92. Questions?
Summit 2015

93. Thank you
10
1