Introduction to SharePoint governance, largely non-technical

1. Understanding SharePoint Governance Randy Williams Enterprise Trainer & Evangelist randy.williams@avepoint.com Twitter: @tweetraw © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.

2. Randy Williams Enterprise Trainer & Evangelist – AvePoint 20 years in IT developer, consultant, trainer, author Three-time SharePoint MVP Speaker at many global conferences randy.williams@avepoint.com http://linkd.in/plEEb1 @tweetraw

5. Governance is the set of policies, roles, responsibilities, and processes that guides, directs, and controls how an organization's business divisions and IT teams cooperate to achieve business goals. Microsoft - http://bit.ly/nmNSbj What is governance?

7. People Governance System

8. Policy

9. Technical governance Define Your Requirements Design for management requirements Refine for business requirements Overlay Information Architecture and Manageability

11. What are your business goals? Identify pain points and opportunities Describe the solution without technology “I need a database that …” “I want a web site to …” Do the goals align with strategic plan? Avoid getting too deep into the weeds Prioritize

12. User Personas Because users won’t just “figure it out” Identify specific use cases that SharePoint can address Validates SharePoint as a solution Used to “sell” SharePoint to the business Helps calculate ROI Input into governance, testing, and training How? http://www.hceye.org/HCInsight-Nielsen.htm

13. Organizing all requirements Project Requirements

14. Accountability

15. Quality

16. Restrictions

17. Appropriateness

18. Discoverability

19. Compliance

20. Storage

22. What are the issues? Documentation no-one reads One size does not fit all Hard to know where to start Hard to enforce manually Delegation Audit Trail No Monitoring

23. WITH GREAT POWER THERE MUST ALSO COME - - GREAT RESPONSIBILITY!

24. Proliferation

25. Information Architecture

26. Lifecycle Management

27. Group management

28. SharePoint Designer

30. Enforcement continuum Manual Enforcement Automated Enforcement Semi-automated

31. What is “Governance Automation”? Governance Enforcement and automated management Workflow / Auditing / Alerting of requests Reporting & Dashboards Highly configurable by IT Admins Service Request Types with Dynamic Forms Customizable Workflow

32. How to automate governance? Use your service architecture PowerShell Use third-party administration tools Write custom code

33. Q&A Randy Williams randy.williams@avepoint.com

34. © 2011 AvePoint, Inc. All rights reserved. No part of this may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written consent of AvePoint, Inc.