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How to implement share point

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How to implement share point

  1. 1. How to implement SharePoint 2010?<br />Learn how to implement SharePoint to manage documents and records<br />AtleSkjekkeland<br />Vice President, AIIM<br />www.aiim.org/sp<br />
  2. 2. The Need for Best Practices<br />“There is so much heat and so little light out there about exactly what SharePoint does and how it does it.<br />We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration).<br />There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'" <br />John Mancini<br />AIIM President<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  3. 3. AIIM: The Place to Learn<br />The new AIIM SharePoint Certificate Program developed with Gimmal Group, is designed from global best practices among our 65,000 strong community<br />Skill sets and best practices are identified by Education Advisory Groups in North America and Europe <br />Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010<br />Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master.<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  4. 4. Certificate Course Structure<br />Why?<br />How?<br />What?<br />Use?<br />SharePoint<br />Practitioner<br />SharePoint<br />Specialist<br />SharePoint<br />Strategy<br />Case Study<br />The Practitioner and Specialist programs are available as both online and classroom courses<br />The Strategy and Master programs are only available as classroom courses<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  5. 5. Specialist & Master Course<br />Implement<br />Sustain<br />Transition<br />Assess<br />Change Management<br />Customization<br />Documenting Requirements<br />Information Gathering<br />Strategy<br />Integration<br />Records Management<br />Test, Train, Sustain<br />Migration<br />Business Case<br />Governance<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  6. 6. Step 1: Assess<br />Analyze and identify capabilities and gaps <br />Quantify storage, volume, capacity and geography requirements <br />Understand interviewing and what elements need to be gathered<br />Quantify technical, administrative and productivity benefits<br />Identify the business case areas justifying a SharePoint environment<br />Identify the level of effort and cost elements<br />Develop a content management strategy for SharePoint<br />Understand and communicate the scope/impact on business areas<br />Construct a reference architecture to identify projects/opportunities <br />Assess<br />Information Gathering<br />Strategy<br />Business Case<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  7. 7. Step 2: Transition<br />Develop/define business and technology requirements<br />Leverage existing standards<br />Identify categories of functional areas to document<br />Review ability to comply with records management imperatives<br />Communicate influences of enterprise compliance<br />Identify SharePoint elements that meet compliance challenges<br />Establish governance structure/role definition<br />Recognize appropriate responsibility for different usage, development, support, infrastructure issues<br />Develop high level governance plan and program documents<br />Transition<br />Documenting Requirements<br />Records Management<br />Governance<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  8. 8. Step 3: Implement<br />Identify tools/options for development within SharePoint<br />Plan/design primary components for core capabilities of SharePoint<br />Evaluate the buy versus build options<br />Identify the risks/issues with configuration versus custom development<br />Determine realistic resource requirements (human /machine) for development and support<br />Identify legacy application integration requirements<br />Enumerate existing platform/protocol standard<br />Identify strengths/weaknesses with integration to other content management platforms<br />Identify/quantify types of content to be migrated to SharePoint<br />Map data and data type from one system to another<br />Validate migration for quality assurance<br />Quantify and plan level of effort required for migration<br />Implement<br />Customization<br />Integration<br />Migration<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  9. 9. Step 4: Sustain<br />Identify technical, organizational and cultural elements of a change management program<br />Coordinate support, infrastructure, migration and training for effective rollout<br />Develop a communication plan before, during and after implementation<br />Ensure implementation meets user expectations<br />Develop a disaster recovery plan<br />Identify capacity changes and requirements for performance monitoring<br />Ensure continued quality improvements on system and data<br />Sustain<br />Change Management<br />Test, Train, Sustain<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  10. 10. Course Feedback<br />"Often I have watched enterprises use chaos and complexity theory for the deployment of their SharePoint applications.<br />The goal seems to be throw it out there, see if it sticks, and if it does, then let it self-organize.<br />This may work very well for certain microbial colonies or ant colonies, but humans need guidance and direction.<br />The new AIIM SharePoint Certificate Program provides the vision and roadmap to organize a SharePoint deployment around total efficacy.<br />Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy.<br />This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.”<br />Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT <br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  11. 11. Course Availability<br />Online courses <br />Practitioner and Specialist course<br />24/7 Access<br />Visit www.aiim.org/sp for more information<br />Classroom courses<br />Practitioner and Master Classes<br />Instructor-led Classroom courses<br />Visit www.aiim.org/sp to locate a class near you<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />
  12. 12. Questions?<br />Visit aiim.org/sp <br />To locate a classroom course near you<br />Sign up for an online course – available 24-7 for 6 months<br />Ask AIIM to deliver an in-house class for your organization by emailing training@aiim.org<br />www.aiim.org/sp<br />SharePoint is a Registered Trademark of Microsoft<br />