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Christian Buckley, Director of Product Evangelism at Axceler

• Microsoft MVP for SharePoint Server
• Most recently at Microsoft, part of the Microsoft Managed Services
  team (now Office365-Dedicated) and then Advertising Operations
• Prior to Microsoft, was a senior consultant, working in the software,
  supply chain, and grid technology spaces focusing on collaboration
• Co-founded and sold a collaboration software company to Rational
  Software. At another startup (E2open), helped design, build, and
  deploy a SharePoint-like collaboration platform (Collaboration
  Manager), onboarding numerous high-tech manufacturing companies,
  including Hitachi, Matsushita (Panasonic), and Seagate
• Co-authored „Microsoft SharePoint 2010: Creating and Implementing
  Real-World Projects‟ link (MS Press, March 2012) and 3 books on
  software configuration management.

•   Twitter: @buckleyplanet   Blog: buckleyplanet.com   Email: cbuck@axceler.com
Just released from Microsoft Press
Order your copy at http://oreil.ly/qC4loT

Tackle 10 common business problems with proven
SharePoint solutions
•   Set up a help desk solution to track service requests
•   Build a modest project management system
•   Design a scheduling system to manage resources
•   Create a site to support geographically dispersed teams
•   Implement a course registration system
•   Build a learning center with training classes and
    resources
•   Design a team blog platform to review content
•   Create a process to coordinate RFP responses
•   Set up a FAQ system to help users find answers quickly
•   Implement a cost-effective contact management system
Improving Collaboration since 2007
Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
            Delivered award-winning administration and migration
            software since 1994, for SharePoint since 2007
            Over 2,000 global customers

Dramatically improve the management
of SharePoint
           Innovative products that improve security, scalability,
           reliability, “deployability”
           Making IT more effective and efficient and lower the total
           cost of ownership

Focus on solving specific SharePoint
problems (Administration & Migration)
           Coach enterprises on SharePoint best practices
           Give administrators the most innovative tools available
           Anticipate customers’ needs
           Deliver best of breed offerings
           Stay in lock step with SharePoint development and market trends
Governance is about taking action to
help your organization organize,
optimize, and manage your systems
and resources.
This is your technical
                                                              migration, i.e. the
                                                               physical move of
                                                              content and “bits”



Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
This is the bulk of your
            migration – the planning,
               reorganization, and
             transformation of your
                legacy SharePoint
                   environment




8/15/2012                        11
Migrations                    Migrations                 Migrations are               Migrations are
     are phased                    are iterative               error prone                not the end goal
• Should not be               • Planning should not be     • There is no “easy”          • Proper planning and
  determined by the             limited by the number        button for migration          change management
  technology you use            of migration attempts                                      policies will help you to
                                you make, or by the        • You can run a dozen           be successful with your
• Match the needs and           volume of content being      pre-migration checks          current and future
  timing of your content        moved                        and still run into            migrations
  owners and teams                                           problems
                              • Recognize the need to                                    • Your goals should be a
• Be flexible, moving sites     test the waters, to move   • Admins and end users          stable environment,
  and content based on          sites, content and           do things that are not        relevant metadata,
  end user needs, not the       customizations in waves      “by the book”                 discoverable content,
  limitations of the                                                                       and happy end users
  technology                  • Allow users to test and    • Watch for
                                provide feedback             customizations, 3rd party
                                                             tools, and line of
                                                             business apps that run
                                                             under the radar
Email                      Cell           Twitter          Blog
cbuck@echotechnology.com   425.246.2823   @buckleyplanet   http://buckleyplanet.net
The Planning Layer
The Business Layer
The Discovery Layer
The Physical Layer
The Information Layer
The Transformation Layer
The Productivity Layer
The Presentation Layer
The Training Layer
The Governance Layer
1. The Planning Layer
2. The Business
   Layer
3. The Discovery
   Layer
4. The Physical Layer
Joel Oleson, SharePoint 2010: Best Practices to Upgrade and Migrate
5. The Information Layer
Clean up content types
Organize/centralize your templates
Understand navigation
Organize metadata
Identify roles and responsibilities
Optimize for search
6. The
   Transformation
   Layer
Business productivity solutions to extend
the capability of SharePoint
  Workflows
  Templates
  InfoPath forms
  Records management plans
3rd party tools
Watch the community to learn what others are
doing, repeat their successes
8. The
Presentation
New to SharePoint
New business productivity solutions
Self-serve materials
10. The Governance Layer
Christian Buckley
cbuck@axceler.com
+1 425-246-2823
@buckleyPLANET
www.buckleyPLANET.com
and http://info.axceler.com

                                                    Order your copy at http://oreil.ly/qC4loT


             Additional Resources available
                  11 Strategic Considerations for SharePoint Migrations http://bit.ly/j4Vuln
                  The Insider‟s Guide to Upgrading to SharePoint 2010 http://bit.ly/mIpOBZ
                  Why Do SharePoint Projects Fail? http://bit.ly/d1mJmw
                  What to Look for in a SharePoint Management Tool http://bit.ly/l26ida
                  The Five Secrets to Controlling Your SharePoint
                  Environment http://bit.ly/kzdTjZ
                  ReadyPoint (free) http://bit.ly/gGXIPO
                  Davinci Migrator http://bit.ly/ieZ5L8
                  echo for SharePoint 2007 http://bit.ly/iwfl3f

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Governance Should Begin with Your Migration

  • 1.
  • 2. Christian Buckley, Director of Product Evangelism at Axceler • Microsoft MVP for SharePoint Server • Most recently at Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and then Advertising Operations • Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration • Co-founded and sold a collaboration software company to Rational Software. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita (Panasonic), and Seagate • Co-authored „Microsoft SharePoint 2010: Creating and Implementing Real-World Projects‟ link (MS Press, March 2012) and 3 books on software configuration management. • Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com
  • 3. Just released from Microsoft Press Order your copy at http://oreil.ly/qC4loT Tackle 10 common business problems with proven SharePoint solutions • Set up a help desk solution to track service requests • Build a modest project management system • Design a scheduling system to manage resources • Create a site to support geographically dispersed teams • Implement a course registration system • Build a learning center with training classes and resources • Design a team blog platform to review content • Create a process to coordinate RFP responses • Set up a FAQ system to help users find answers quickly • Implement a cost-effective contact management system
  • 4. Improving Collaboration since 2007 Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms Delivered award-winning administration and migration software since 1994, for SharePoint since 2007 Over 2,000 global customers Dramatically improve the management of SharePoint Innovative products that improve security, scalability, reliability, “deployability” Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) Coach enterprises on SharePoint best practices Give administrators the most innovative tools available Anticipate customers’ needs Deliver best of breed offerings Stay in lock step with SharePoint development and market trends
  • 5.
  • 6. Governance is about taking action to help your organization organize, optimize, and manage your systems and resources.
  • 7.
  • 8.
  • 9.
  • 10. This is your technical migration, i.e. the physical move of content and “bits” Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 11. This is the bulk of your migration – the planning, reorganization, and transformation of your legacy SharePoint environment 8/15/2012 11
  • 12. Migrations Migrations Migrations are Migrations are are phased are iterative error prone not the end goal • Should not be • Planning should not be • There is no “easy” • Proper planning and determined by the limited by the number button for migration change management technology you use of migration attempts policies will help you to you make, or by the • You can run a dozen be successful with your • Match the needs and volume of content being pre-migration checks current and future timing of your content moved and still run into migrations owners and teams problems • Recognize the need to • Your goals should be a • Be flexible, moving sites test the waters, to move • Admins and end users stable environment, and content based on sites, content and do things that are not relevant metadata, end user needs, not the customizations in waves “by the book” discoverable content, limitations of the and happy end users technology • Allow users to test and • Watch for provide feedback customizations, 3rd party tools, and line of business apps that run under the radar
  • 13. Email Cell Twitter Blog cbuck@echotechnology.com 425.246.2823 @buckleyplanet http://buckleyplanet.net
  • 14. The Planning Layer The Business Layer The Discovery Layer The Physical Layer The Information Layer The Transformation Layer The Productivity Layer The Presentation Layer The Training Layer The Governance Layer
  • 15.
  • 17.
  • 18.
  • 20.
  • 22.
  • 24.
  • 25. Joel Oleson, SharePoint 2010: Best Practices to Upgrade and Migrate
  • 26.
  • 28. Clean up content types Organize/centralize your templates Understand navigation Organize metadata Identify roles and responsibilities Optimize for search
  • 29. 6. The Transformation Layer
  • 30.
  • 31.
  • 32. Business productivity solutions to extend the capability of SharePoint Workflows Templates InfoPath forms Records management plans 3rd party tools Watch the community to learn what others are doing, repeat their successes
  • 34.
  • 35.
  • 36. New to SharePoint New business productivity solutions Self-serve materials
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
  • 45. Christian Buckley cbuck@axceler.com +1 425-246-2823 @buckleyPLANET www.buckleyPLANET.com and http://info.axceler.com Order your copy at http://oreil.ly/qC4loT Additional Resources available 11 Strategic Considerations for SharePoint Migrations http://bit.ly/j4Vuln The Insider‟s Guide to Upgrading to SharePoint 2010 http://bit.ly/mIpOBZ Why Do SharePoint Projects Fail? http://bit.ly/d1mJmw What to Look for in a SharePoint Management Tool http://bit.ly/l26ida The Five Secrets to Controlling Your SharePoint Environment http://bit.ly/kzdTjZ ReadyPoint (free) http://bit.ly/gGXIPO Davinci Migrator http://bit.ly/ieZ5L8 echo for SharePoint 2007 http://bit.ly/iwfl3f