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5 Best Practices for Successful SharePoint Deployments
Wednesday, March 10, 2010

info@northridge.com
877.693.5167
www.northridge.com



                      www.northridge.com | Proprietary & Confidential
Today’s Webinar: What Will We Cover?



• Introductions & About Northridge
• SharePoint 2010 High Level Overview
• Northridge SharePoint Maturity Model Overview
• Survey #1 - Where is your organization in the SharePoint maturity model?
• “Navigate” SharePoint Framework Overview
    1. Strategy component deep dive
    2. Architecture component deep dive
    3. User Engagement component deep dive
    4. Execution component deep dive
    5. Governance component deep dive
• Survey #2 – Relative to the Navigate framework, where do you feel your organization
  encountered or may encounter the most challenges?
• Business Benefits of Navigate
• Q&A, Next Steps

                                  www.northridge.com | Proprietary & Confidential           1
Who is Northridge?



Northridge combines business consulting, online marketing, creative services, and
deep technical expertise to help our clients drive business value from Microsoft
technology in the following three core areas:


  Acquisition &             Collaboration &                                   Insight &
  Retention                 Productivity                                      Analysis

Northridge has a Strong Foundation.
• 10 years in business, 80+ full-time consultants serving clients across North America
Northridge experiences Continued Growth
• Top 50 Fastest Growing Companies in Atlanta (Atlanta Business Chronicle)
Northridge is a Microsoft Managed & Gold Certified Partner
• 7 Certified Competencies, 75+ Customer References


                            www.northridge.com | Proprietary & Confidential                               2
Next Steps




Next Steps  Request Slides & Recording
 • To request access to today’s webinar recording, or a copy of today’s slide
   presentation, please email: marketing@northridge.com
Next Steps  Northridge SharePoint White Papers
 • To see a full listing of Northridge white papers, please go to:
   http://www.northridgesystems.com/Who-We-Are/Thought-Leadership/White-
   Papers/Pages/White-Papers.aspx
Next Steps  Northridge Navigate Framework Detail
 • To request the detailed description of the Northridge Navigate framework,
   please email: marketing@northridge.com
Next Steps  Northridge SharePoint 2010 Assessment
 • Is your enterprise ready for SharePoint 2010? Engage with Northridge in a
   SharePoint 2010 Readiness Assessment. For more information visit:
   http://www.northridgesystems.com/What-We-
   Do/Capabilities/Pages/SharePoint-2010-Readiness-Assessment.aspx

                            www.northridge.com | Proprietary & Confidential             3
SharePoint: Business Collaboration Platform for the Enterprise


                                                                                               Websites & Portals
                                                                                     •   Intranet, Extranet, & Internet Sites
                                                                                     •   Collaboration & Productivity Solutions
                                                                                     •   On-premise, Cloud-based, & Hybrid Models
                                                                                     •   Cross Browser, Offline, Mobile, MS Office Integration
       Business Applications
                                                               Sites                                   Social Networking & Viral
• Program & Project Management
• Custom Business Application                                                                          • Communities, My Sites, Blogs & Wikis
  Development                                                                                          • Tagging, Tag Clouds, Ratings, Activity
• Read / Write Integration w/ Line                                                                       Feeds, Social Bookmarking
  of Business (LOB) data              Composites                                  Communities
                                                                                                       • Profiles & Expertise
• Visual Studio Support                                                                                • Organizational Browsers
• Data Exposed Through Web
  Services & APIs
                                                                                                        Web & Enterprise Content
                                                                                                       • Web Content Management
                                        Insights                                    Content            • Enterprise Document. Records,
                                                                                                         Audio/Video Management
  Business Insight & Analysis
                                                                                                       • Workflows & Routing, Metadata
• Dashboards & Scorecards                                                                                Taxonomies and Folksonomies
                                                              Search
• BI Reports                                                                                           • Document Imaging & Capture
• Incorporation of LOB Data from
  Data Warehouse                                                                              Enterprise Search
• Web Analytics                                                          • Search Structured & Unstructured Content
• PowerPivot, Excel Services, Visio
                                                                         • Search Content w/in SharePoint, File Shares, Websites,
  Services
                                                                           Email Folders, Databases, LOB Systems
                                                                         • Social Relevance & Phonetic Search                               4
                                            www.northridge.com | Proprietary & Confidential
SharePoint: Business Collaboration Platform for the Enterprise



   Users                                    Connect and Empower People
                            Browser                         Office                               Online                 Mobile

   Rapidly                                                                                                                           Cut Costs With
 Respond to                                                                                                                             a Unified
  Business                            Document               LOB                People                Reporting
                Work areas                                                                                             Websites      Infrastructure
   Needs                              Processing         Integration           Workflow                  &
                                                                                                       Analysis
                                                                                                                                       Online or
  Browser
                                                                                                                                      On Premise

                    Sites           Communities            Content            Composites              Insights          Search
   Office                                                                                                                                Shared
                                                                                                                                        Services

 SharePoint                                                                                                                            Sandbox
  Designer                                         Application Model                        Packaging               Security           Solutions
                Programmability
   Visual                                            Interoperability                      Deployment             Manageability      Administration
   Studio


 Application         Microsoft Platform Applications (SQL Server, Windows, .NET)                                                     Operations
Development
   Teams                                                  Your enterprise LOB,
                                                                                                                                       Teams
               ERP, CRM,                                                                                                   Cloud
               BUIT applications                   external systems and cloud services                                    services
                                                    www.northridge.com | Proprietary & Confidential
                                                                                                                                                   5
SharePoint Maturity Model



         BASIC                 STANDARDIZED                            RATIONALIZED                    DYNAMIC
•Manual processes that       •Semi-automated                       •Process maturity            •Integration and
 are paper based              processes                            •Reduced cost of              collaboration is pervasive
•Minimal central control     •Standardized central                  management                  •Processes are fully
•Inconsistent policies        control (Security, backup,           •Enterprise search and        automated and
 (Security, backup,           information architecture)             records management           measured for value
 information architecture)   •Content consolidation                •Single topology for web,    •Additional investments
•Limited collaboration       •Collaboration through                 document and records         yield business benefits
•Knowledge not captured       disconnected                          management                   more rapidly
•Limited search capability    repositories                         •Limited application         •Business linked SLA’s
•Duplication of              •Limited content                       integration
 documentation                management




                                  Growing                                Business                     Strategic
    Cost Center                   Efficiency                            Enablement                     Assets


                                         Increasing Maturity
    Information                  Information                             Information                 Process
      Creation                     Sharing                                Leveraging               Enablement

                                       www.northridge.com | Proprietary & Confidential                                        6
SharePoint Maturity Model


                                                                                       Expected Benefits

              BASIC   STANDARDIZED              RATIONALIZED                 DYNAMIC

 Strategic




  Tactical




Operational




                         www.northridge.com | Proprietary & Confidential                              7
Poll 1




Where is your organization in the SharePoint maturity model?

1.   Basic                                   67%
2.   Standardized                            25%
3.   Rationalized                             5%
4.   Dynamic                                  3%




                             www.northridge.com | Proprietary & Confidential       8
Best Practices for SharePoint Deployments




      5 core components that drive a successful SharePoint deployment include:


                                                        User
    Strategy:           Architecture:                                                     Execution:       Governance:
                                                    Engagement:


                                                                                                             supporting the
providing guidance                                                                        identifying      SharePoint project
                        planning physical          defining how your
   and direction                                                                      SharePoint project     framework and
                            and logical             SharePoint end
    (roadmap)                                                                           objectives and      post-deployment
                        structure for your         users will interact
  throughout the                                                                       developing plans     management of
                       SharePoint solution         with the solution
SharePoint lifecycle                                                                   for achievement       the SharePoint
                                                                                                                solution




                                        www.northridge.com | Proprietary & Confidential                                     9
Best Practices for SharePoint Deployments




www.northridge.com | Proprietary & Confidential           10
Framework for SharePoint Implementations: Strategy



                                Definition
                              • The strategy guides the project team throughout
                                the project and provides a direction for the team
                                and the organization. SharePoint projects should be
                                completed with the strategy in mind so that the
                                project does not suffer from scope creep and lose
                                its focus.

                                Goals
                              • Provide the project team and stakeholders with the
                                vision, goals and expected results of the project to
                                be used as a guide to ensure the project is
                                successful.

                                Activities
                              • Current State Assessment
                              • Future State Solution Strategy
                              • Roadmap for Achieving the Strategy
                              • Planning for the Deployment


www.northridge.com | Proprietary & Confidential                                    11
Framework for SharePoint Implementations: Architecture



                                    Definition
                                 • The determination of SharePoint’s architecture
                                   addresses both the physical and the logical
                                   architecture of the solution to ensure both proper
                                   performance and user experience.

                                    Goals
                                 • Develop the physical and logical architecture that
                                   will promote a positive user experience and is in
                                   line with the strategy of the project.

                                    Activities
                                 • Information Architecture and Taxonomy
                                 • Technical Architecture
                                 • Search
                                 • Third Party Products




    www.northridge.com | Proprietary & Confidential                                     12
Framework for SharePoint Implementations: User Engagement



                                         Definition
                                       • User engagement includes the overall look and feel
                                         of the final solution as well as how the users are
                                         included in the development of the solution
                                         including: communications and change
                                         management.

                                         Goals
                                       • Develop a plan that involves users and key
                                         stakeholders in the process and effectively
                                         manages the communications and change process.

                                         Activities
                                       • SharePoint User Experience (Master Pages, Content
                                         Pages, Navigation, etc.)
                                       • Communications Plan
                                       • User Adoption




         www.northridge.com | Proprietary & Confidential                                      13
Framework for SharePoint Implementations: Execution



                                   Definition
                                • Execution is how Strategy, Architecture and User
                                  Engagement come together to deliver the solution.
                                  Execution is, essentially, the plan for successfully
                                  delivering the solution.

                                   Goals
                                • Incorporate the Strategy, Architecture and User
                                  Engagement components into a plan that can be
                                  delivered successfully. The plan includes an
                                  identification and scheduling for the tasks,
                                  personnel and other resources required to
                                  successfully deliver.

                                   Activities
                                • Training
                                • Technical Administration Plan
                                • Testing
                                • Content Migration
                                • Communications and Change Management

  www.northridge.com | Proprietary & Confidential                                    14
Framework for SharePoint Implementations: Governance


                                     Definition

                                  • Governance defines how a SharePoint environment
                                    will be managed, what solutions will be provided
                                    on the platform, levels of access, primary &
                                    secondary administrative contacts and
                                    responsibilities as well as other management
                                    items.

                                     Goals

                                  • Provide a structured mechanism to manage the
                                    solution during development and deployment as
                                    well as during steady state. Governance provides
                                    the mechanisms to ensure the proper growth of
                                    the solution and communications with the user
                                    community.

                                     Activities

                                  • Identification of the Scope of governance (during
                                    and after the implementation)
                                  • Development of the Governance Approach and
                                    Plan
                                  • Executing on Governance plans and
                                    communications
    www.northridge.com | Proprietary & Confidential                                     15
Poll 2




Based on the best practices framework we just reviewed, where do you feel your
   organization encountered or may encounter the most challenges?

1.   Strategy                                11%
2.   Architecture                             7%
3.   User Engagement                         40%
4.   Execution                               10%
5.   Governance                              32%




                             www.northridge.com | Proprietary & Confidential        16
Northridge SharePoint Implementation Approach




                               Impact of a Comprehensive
Strategic                      Implementation Approach                        Time to Achieve
            Business Benefit




                                                                              Same Benefit Shorter



                                               Benefits Accelerate
Tactical                                       Over Time




                                                       Typical Implementation Approach
Operational


                                  Time

                                         www.northridge.com | Proprietary & Confidential             17
Q&A




                      Q&A
info@northridge.com
877.693.5167
www.northridge.com


                      www.northridge.com | Proprietary & Confidential    18
Next Steps




Next Steps  Request Slides & Recording
 • To request access to today’s webinar recording, or a copy of today’s slide
   presentation, please email: marketing@northridge.com
Next Steps  Northridge SharePoint White Papers
 • To see a full listing of Northridge white papers, please go to:
   http://www.northridgesystems.com/Who-We-Are/Thought-Leadership/White-
   Papers/Pages/White-Papers.aspx
Next Steps  Northridge Navigate Framework Detail
 • To request the detailed description of the Northridge Navigate framework,
   please email: marketing@northridge.com
Next Steps  Northridge SharePoint 2010 Assessment
 • Is your enterprise ready for SharePoint 2010? Engage with Northridge in a
   SharePoint 2010 Readiness Assessment. For more information visit:
   http://www.northridgesystems.com/What-We-
   Do/Capabilities/Pages/SharePoint-2010-Readiness-Assessment.aspx

                            www.northridge.com | Proprietary & Confidential            19

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Northridge Best Practices For Share Point Deployments Webinar March10 2010

  • 1. 5 Best Practices for Successful SharePoint Deployments Wednesday, March 10, 2010 info@northridge.com 877.693.5167 www.northridge.com www.northridge.com | Proprietary & Confidential
  • 2. Today’s Webinar: What Will We Cover? • Introductions & About Northridge • SharePoint 2010 High Level Overview • Northridge SharePoint Maturity Model Overview • Survey #1 - Where is your organization in the SharePoint maturity model? • “Navigate” SharePoint Framework Overview 1. Strategy component deep dive 2. Architecture component deep dive 3. User Engagement component deep dive 4. Execution component deep dive 5. Governance component deep dive • Survey #2 – Relative to the Navigate framework, where do you feel your organization encountered or may encounter the most challenges? • Business Benefits of Navigate • Q&A, Next Steps www.northridge.com | Proprietary & Confidential 1
  • 3. Who is Northridge? Northridge combines business consulting, online marketing, creative services, and deep technical expertise to help our clients drive business value from Microsoft technology in the following three core areas: Acquisition & Collaboration & Insight & Retention Productivity Analysis Northridge has a Strong Foundation. • 10 years in business, 80+ full-time consultants serving clients across North America Northridge experiences Continued Growth • Top 50 Fastest Growing Companies in Atlanta (Atlanta Business Chronicle) Northridge is a Microsoft Managed & Gold Certified Partner • 7 Certified Competencies, 75+ Customer References www.northridge.com | Proprietary & Confidential 2
  • 4. Next Steps Next Steps  Request Slides & Recording • To request access to today’s webinar recording, or a copy of today’s slide presentation, please email: marketing@northridge.com Next Steps  Northridge SharePoint White Papers • To see a full listing of Northridge white papers, please go to: http://www.northridgesystems.com/Who-We-Are/Thought-Leadership/White- Papers/Pages/White-Papers.aspx Next Steps  Northridge Navigate Framework Detail • To request the detailed description of the Northridge Navigate framework, please email: marketing@northridge.com Next Steps  Northridge SharePoint 2010 Assessment • Is your enterprise ready for SharePoint 2010? Engage with Northridge in a SharePoint 2010 Readiness Assessment. For more information visit: http://www.northridgesystems.com/What-We- Do/Capabilities/Pages/SharePoint-2010-Readiness-Assessment.aspx www.northridge.com | Proprietary & Confidential 3
  • 5. SharePoint: Business Collaboration Platform for the Enterprise Websites & Portals • Intranet, Extranet, & Internet Sites • Collaboration & Productivity Solutions • On-premise, Cloud-based, & Hybrid Models • Cross Browser, Offline, Mobile, MS Office Integration Business Applications Sites Social Networking & Viral • Program & Project Management • Custom Business Application • Communities, My Sites, Blogs & Wikis Development • Tagging, Tag Clouds, Ratings, Activity • Read / Write Integration w/ Line Feeds, Social Bookmarking of Business (LOB) data Composites Communities • Profiles & Expertise • Visual Studio Support • Organizational Browsers • Data Exposed Through Web Services & APIs Web & Enterprise Content • Web Content Management Insights Content • Enterprise Document. Records, Audio/Video Management Business Insight & Analysis • Workflows & Routing, Metadata • Dashboards & Scorecards Taxonomies and Folksonomies Search • BI Reports • Document Imaging & Capture • Incorporation of LOB Data from Data Warehouse Enterprise Search • Web Analytics • Search Structured & Unstructured Content • PowerPivot, Excel Services, Visio • Search Content w/in SharePoint, File Shares, Websites, Services Email Folders, Databases, LOB Systems • Social Relevance & Phonetic Search 4 www.northridge.com | Proprietary & Confidential
  • 6. SharePoint: Business Collaboration Platform for the Enterprise Users Connect and Empower People Browser Office Online Mobile Rapidly Cut Costs With Respond to a Unified Business Document LOB People Reporting Work areas Websites Infrastructure Needs Processing Integration Workflow & Analysis Online or Browser On Premise Sites Communities Content Composites Insights Search Office Shared Services SharePoint Sandbox Designer Application Model Packaging Security Solutions Programmability Visual Interoperability Deployment Manageability Administration Studio Application Microsoft Platform Applications (SQL Server, Windows, .NET) Operations Development Teams Your enterprise LOB, Teams ERP, CRM, Cloud BUIT applications external systems and cloud services services www.northridge.com | Proprietary & Confidential 5
  • 7. SharePoint Maturity Model BASIC STANDARDIZED RATIONALIZED DYNAMIC •Manual processes that •Semi-automated •Process maturity •Integration and are paper based processes •Reduced cost of collaboration is pervasive •Minimal central control •Standardized central management •Processes are fully •Inconsistent policies control (Security, backup, •Enterprise search and automated and (Security, backup, information architecture) records management measured for value information architecture) •Content consolidation •Single topology for web, •Additional investments •Limited collaboration •Collaboration through document and records yield business benefits •Knowledge not captured disconnected management more rapidly •Limited search capability repositories •Limited application •Business linked SLA’s •Duplication of •Limited content integration documentation management Growing Business Strategic Cost Center Efficiency Enablement Assets Increasing Maturity Information Information Information Process Creation Sharing Leveraging Enablement www.northridge.com | Proprietary & Confidential 6
  • 8. SharePoint Maturity Model Expected Benefits BASIC STANDARDIZED RATIONALIZED DYNAMIC Strategic Tactical Operational www.northridge.com | Proprietary & Confidential 7
  • 9. Poll 1 Where is your organization in the SharePoint maturity model? 1. Basic 67% 2. Standardized 25% 3. Rationalized 5% 4. Dynamic 3% www.northridge.com | Proprietary & Confidential 8
  • 10. Best Practices for SharePoint Deployments 5 core components that drive a successful SharePoint deployment include: User Strategy: Architecture: Execution: Governance: Engagement: supporting the providing guidance identifying SharePoint project planning physical defining how your and direction SharePoint project framework and and logical SharePoint end (roadmap) objectives and post-deployment structure for your users will interact throughout the developing plans management of SharePoint solution with the solution SharePoint lifecycle for achievement the SharePoint solution www.northridge.com | Proprietary & Confidential 9
  • 11. Best Practices for SharePoint Deployments www.northridge.com | Proprietary & Confidential 10
  • 12. Framework for SharePoint Implementations: Strategy Definition • The strategy guides the project team throughout the project and provides a direction for the team and the organization. SharePoint projects should be completed with the strategy in mind so that the project does not suffer from scope creep and lose its focus. Goals • Provide the project team and stakeholders with the vision, goals and expected results of the project to be used as a guide to ensure the project is successful. Activities • Current State Assessment • Future State Solution Strategy • Roadmap for Achieving the Strategy • Planning for the Deployment www.northridge.com | Proprietary & Confidential 11
  • 13. Framework for SharePoint Implementations: Architecture Definition • The determination of SharePoint’s architecture addresses both the physical and the logical architecture of the solution to ensure both proper performance and user experience. Goals • Develop the physical and logical architecture that will promote a positive user experience and is in line with the strategy of the project. Activities • Information Architecture and Taxonomy • Technical Architecture • Search • Third Party Products www.northridge.com | Proprietary & Confidential 12
  • 14. Framework for SharePoint Implementations: User Engagement Definition • User engagement includes the overall look and feel of the final solution as well as how the users are included in the development of the solution including: communications and change management. Goals • Develop a plan that involves users and key stakeholders in the process and effectively manages the communications and change process. Activities • SharePoint User Experience (Master Pages, Content Pages, Navigation, etc.) • Communications Plan • User Adoption www.northridge.com | Proprietary & Confidential 13
  • 15. Framework for SharePoint Implementations: Execution Definition • Execution is how Strategy, Architecture and User Engagement come together to deliver the solution. Execution is, essentially, the plan for successfully delivering the solution. Goals • Incorporate the Strategy, Architecture and User Engagement components into a plan that can be delivered successfully. The plan includes an identification and scheduling for the tasks, personnel and other resources required to successfully deliver. Activities • Training • Technical Administration Plan • Testing • Content Migration • Communications and Change Management www.northridge.com | Proprietary & Confidential 14
  • 16. Framework for SharePoint Implementations: Governance Definition • Governance defines how a SharePoint environment will be managed, what solutions will be provided on the platform, levels of access, primary & secondary administrative contacts and responsibilities as well as other management items. Goals • Provide a structured mechanism to manage the solution during development and deployment as well as during steady state. Governance provides the mechanisms to ensure the proper growth of the solution and communications with the user community. Activities • Identification of the Scope of governance (during and after the implementation) • Development of the Governance Approach and Plan • Executing on Governance plans and communications www.northridge.com | Proprietary & Confidential 15
  • 17. Poll 2 Based on the best practices framework we just reviewed, where do you feel your organization encountered or may encounter the most challenges? 1. Strategy 11% 2. Architecture 7% 3. User Engagement 40% 4. Execution 10% 5. Governance 32% www.northridge.com | Proprietary & Confidential 16
  • 18. Northridge SharePoint Implementation Approach Impact of a Comprehensive Strategic Implementation Approach Time to Achieve Business Benefit Same Benefit Shorter Benefits Accelerate Tactical Over Time Typical Implementation Approach Operational Time www.northridge.com | Proprietary & Confidential 17
  • 19. Q&A Q&A info@northridge.com 877.693.5167 www.northridge.com www.northridge.com | Proprietary & Confidential 18
  • 20. Next Steps Next Steps  Request Slides & Recording • To request access to today’s webinar recording, or a copy of today’s slide presentation, please email: marketing@northridge.com Next Steps  Northridge SharePoint White Papers • To see a full listing of Northridge white papers, please go to: http://www.northridgesystems.com/Who-We-Are/Thought-Leadership/White- Papers/Pages/White-Papers.aspx Next Steps  Northridge Navigate Framework Detail • To request the detailed description of the Northridge Navigate framework, please email: marketing@northridge.com Next Steps  Northridge SharePoint 2010 Assessment • Is your enterprise ready for SharePoint 2010? Engage with Northridge in a SharePoint 2010 Readiness Assessment. For more information visit: http://www.northridgesystems.com/What-We- Do/Capabilities/Pages/SharePoint-2010-Readiness-Assessment.aspx www.northridge.com | Proprietary & Confidential 19