How to improve governance, adoption, performance and security of your growing SharePoint environment

1. Scaling Up SharePoint:How to improve governance, adoption, performance and security of your growing SharePoint environmentinfo360

2. Scaling Up SharePoint:How to improve governance, adoption, performance and security of your growing SharePoint environmentinfo360

4. Leverage proven industry expertise in strategy, technology and enterprise performance management

6. Large North American footprint

7. + 330 Employees

8. +700 clients

9. +2400 projects completed to date

10. Publicly Traded (NASDAQ: EDGW)4/4/2011 3 Edgewater Overview

12. Major improvements in collaboration and content mgmt. capabilities

13. Enterprise scalability

14. 23% respondents said usage set to double in the next 12 months 1

15. 12% are hosting more than 1,000 team sites, 11% adding more than 25 sites a month 1

16. Even if it starts out small, SharePoint is likely to turn into an enterprise project

17. 62% of CIOs said that SharePoint was a critical component of their technology portfolio 2

18. Treated as a true business application, similar to Microsoft Exchange or SAP

19. Collaboration is the most popular application, followed closely by document management, file-share replacement, portals & intranets

20. 45% use SharePoint for collaboration between project partners, and 18% use it to interact with customers 11 – AiiM SharePoint Strategies and experience 2010 2 – IDG SharePoint Survey 2008

21. Governance – Business Management Problems 1 Insufficient workflow processes (44%) Disorganized content (40%) Lack of an over-arching site creation strategy (38%) – when are sites being created and abandoned Chain of responsibility for site management End-user Frustration 1 Are performance and user interface problems hindering productivity Access and permissions problems – not enough/too much What sites features are used and what is collecting dust? Content Problems 1 Duplicated document or record copies/multiple content versions (42%) Difficulty searching across multiple SharePoint sites (43%) Rapid data growth without bounds Site sprawl, with no policy on ownership and end-of-life 4/4/2011 5 Growing Pains 1 – AiiM SharePoint Strategies and experience 2010

22. 4/4/2011 6 Risks Ahead

23. 4/4/2011 7 SharePoint Maturity Curve Well-Oiled Machine Based on Industry Best Practices Organizations need to climb the maturity curve to survive Basic Organization & Processes Unmanaged Organic Growth

24. Combined offering with Axceler focused on: Governance User Adoption and Usage Rights & Permissions 2010 Migration Readiness Focused on low hanging fruit Includes both software and services Quick delivery and low cost of entry 4/4/2011 8 SharePoint HealthCheck

25. Rights & Permissions Appropriate permission settings Use of SharePoint groups Use of Admin privileges Content creation rights Governance Site provisioning process Content creation and management process Farm management Rights assignment Content creation and management process 4/4/2011 9 HealthCheck Focus

26. User Adoption Current usage patterns Interview based analysis of site usage Identification of dead zones and problem areas SharePoint 2010 Readiness Combination of automated and Human Expert based analysis Identify problem areas Identify options for migration 4/4/2011 10 HealthCheck Focus (cont.)

27. Summary of Findings Presentation Traffic Light Report Security Model and Administration Existence of and Compliance with Governance Policies Trends in Usage and Site Activity Performance and Storage Comprehensive Site Analysis Reports Storage capability Size and number of files and items in lists Use of managed features, web parts & more Site & User activity reports Migration Readiness Report Hardware/software readiness (equipment, licensing, MS Office integration) Customizations that could be replaced with out-of-the-box functionality Highlight existing functionality that may require special treatment Recommendations for the migration planning process and approach 4/4/2011 11 What You Get?

28. $20k-$25k for small to mid sized farm (1-3 servers) 4-5 weeks in duration Includes software and services costs 4/4/2011 12 Cost & Duration

30. Custom Web Applications

32. Web Strategy Roadmap

34. Extranets

35. Public Web Site CMS

36. Business Process

37. Document Management

39. Program MGMT

40. Analysis

41. ImplementationBI

43. Competitive Analysis

44. Road Map Development

45. Organization Assessment

46. Operational Strategy

48. Sampling of our Web Strategy, SharePoint & Portals Clients 4/4/2011 17

49. Challenge Need to use technology to stay competitive Create multiple environments for various audiences providing unified administration and consistent experience Solution Implemented SharePoint Custom content targeting and security Single sign on and legacy application integration BI and Dashboards Integration 4/4/2011 18 Millers Mutual: SharePoint Based Unified Web Environment

50. 4/4/2011 19 Millers Mutual: SharePoint Based Unified Web Environment

51. 4/4/2011 20 Arkansas State Treasury: Extranet The Arkansas State Treasury (AST) is responsible for cash management and investing of state moneys. In addition to cash management and investments, the Treasury distributes money to local governments from the state and also handles the distribution of local sales and use taxes.

52. CHALLENGE Improve information dissemination, collaboration and communication with various third-parties, such as banks and state and local government agencies. SOLUTION Edgewater deployed an extranet based on SharePoint 2010 that enables external stakeholders to access account statements and other reports, complete regulatory forms, and stay informed. The new portal also enforces state policies regarding audit tracking and document retention Key Technologies Microsoft SharePoint 2010, Microsoft SQL Server 2008, .Net 3.5 Framework, Microsoft Windows Server 2008 4/4/2011 21 Arkansas State Treasury: Extranet

53. 4/4/2011 22 Edgewater: Internet, Extranet & Intranet

54. 4/4/2011 23 The End

55. For 23% of respondents, all of their office staff actively access SharePoint. This is set to double in the next 12 months 12% are hosting more than 1,000 team sites, with 11% adding more than 25 team sites a month Collaboration is the most popular application, followed closely by document management and file-share replacement. Portals and intranets are the next most popular usage. A third of implementing organizations have no plans as to where, and where not, to use SharePoint, suggesting a lack of management direction. 26% reported that the IT department is driving the project with no input from information management professionals. Team site sprawl, with no policy on ownership and end-of-life, is an issue for a quarter of users. 58% of active users do have a policy on site ownership and responsibilities, but only 19% on end-of-life. Granularity of security and poor provision of records management were cited as technical shortcomings by 28% of users. 4/4/2011 24 Organic Growth

56. 43% have yet to bring SharePoint-stored content into their existing retention and long-term archive policies, including 11% who feel that their exposure in these areas is being increased by SharePoint. Only 28% of active users have a legal-discovery/legal-hold policy that extends to SharePoint. Only 22% of organizations provide their users with any guidance on corporate classification and use of content types and columns. Only 10% have a policy on dealing with emails and email attachments. 4/4/2011 25

57. Rapid data growth without bounds We found that most companies are adding less than 25 sites per month, with just 11% of even the largest companies adding more than 25 per month, although they were the most likely to have no idea of the number being created. 4/4/2011 26

58. Even if it starts out small, SharePoint is likely to turn into an enterprise project. Plan accordingly. Create a governance framework before rollout to manage team site ownership, classifications, templates, acceptable use, legal discovery, and email handling. Do not attempt to rollout all features at once. However, be aware that team sites will collect documents from day one, and that will have many implications for document and records management. 4/4/2011 27

59. 4/4/2011 28

60. Rapid Growth Companies start small but soon organic growth takes over For 23% of respondents, all of their office staff actively use SharePoint; set to double in the next 12 months1 12% are hosting more than 1,000 team sites, with 11% adding more than 25 team sites a month!1 Even if it starts out small, SharePoint is likely to turn into an enterprise project Mission Critical 62% of CIOs said that SharePoint was a critical component of their technology portfolio Treated as a true business application, similar to Microsoft Exchange or SAP Hub for Internal & External Collaboration Collaboration is the most popular application, followed closely by document management, file-share replacement, portals & intranets 45% use SharePoint for collaboration between project partners, and 18% use it to interact with customers 4/4/2011 29 3 Important SharePoint Trends