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SPSummit - Effective requirements gathering - October 2013

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Tools and techniques for effective requirements

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SPSummit - Effective requirements gathering - October 2013

  1. 1. Effective Requirements Gathering Workshops Ruven Gotz – Director, Avanade
  2. 2. @ruveng spinsiders.com/ruveng Ruven Gotz ruven.gotz@avanade.com
  3. 3. Buy the Book (or Kindle): http://amzn.to/JnxlcC
  4. 4. Effective Requirements Gathering Workshops Ruven Gotz – Director, Avanade
  5. 5. What makes something a requirement? © 2013 Ruven Gotz
  6. 6. We can do that for $10
  7. 7. We can do that for $1 Million © 2013 Ruven Gotz
  8. 8. We require a jumbo solution to get to our destination
  9. 9. © 2013 Ruven Gotz
  10. 10. We require a jumbo solution to get to our destination
  11. 11. Sometimes, you do need this
  12. 12. It’s the destination that matters: The outcome © 2013 Ruven Gotz
  13. 13. Kitchen sink projects © 2013 Ruven Gotz
  14. 14. Your project will change over time © 2013 Ruven Gotz
  15. 15. Unexpected things happen
  16. 16. More than half of “required” features never get used
  17. 17. Result of a kitchen sink project
  18. 18. Shift gears © 2013 Ruven Gotz
  19. 19. SharePoint chicken & egg problem © 2013 Ruven Gotz
  20. 20. Based on real-world experience © 2013 Ruven Gotz
  21. 21. Take away: Tools YOU can use © 2013 Ruven Gotz
  22. 22. © 2013 Ruven Gotz
  23. 23. Remaining Agenda © 2013 Ruven Gotz
  24. 24. DON’T demo SharePoint © 2013 Ruven Gotz
  25. 25. Initial discovery workshop © 2013 Ruven Gotz
  26. 26. SharePoint Workshop
  27. 27. Agenda • • • • • • • About the Project , Our Team & Goals SharePoint Overview Department and Role Document Collaboration Document Storage and Search Compliance, Records Management & Off-line Questions © Ruven Gotz 2013
  28. 28. About the Project, Our Team & Goals About this Project • Determine the requirements and scope for a SharePoint implementation at ABC Corp. Our Team • • • • Alison Andrews Bob Baker Carol Conrad Don Drummond – Project Manager – Technical Architect – SharePoint Analyst – Infrastructure Analyst Workshop Goals • Set expectations • Gather your input • Keep it to an hour (+ optional half-hour for further questions) © Ruven Gotz 2013
  29. 29. SharePoint 2007 Overview Server-based Microsoft Office Excel® spreadsheets and data visualization, Report Center, business intelligence Web Parts, KPIs/Dashboards OOB workflows, WF integration, rich and Web forms– based front-ends, LOB actions, pluggable SSO Business Intelligence Documents/tasks/calendars, blogs, wikis, e-mail integration, project management “lite,” Outlook integration, offline documents/lists Collaboration Virtual Teams/Global Teams Business Process and Forms Platform Services Workspaces, Mgmt, Security, Storage, Topology, Site Model Enterprise Integrated document management, records management, and Web content management with policies and workflow Content Management Portal Enterprise Portal template, Site Directory, My Sites, social networking, privacy control Search Enterprise scalability, contextual relevance, rich search for people and business data © Ruven Gotz 2013
  30. 30. SharePoint 2010 Overview Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Building complex solutions on top of SharePoint PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Business Intelligence Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline Search Ribbon UI SharePoint Workspace SharePoint Mobile Office Client and Office Web App Integration Standards Support Intranet, Extranet, Team Collaboration Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Organizing Information © Ruven Gotz 2013
  31. 31. Department and Role Please introduce yourself: • Name • Department • What is your role within your department? • How do you interact with technology to do your job? • How does the current technology help you (or hinder you) from doing your job? © Ruven Gotz 2013
  32. 32. Document Collaboration • Do you work on documents with others? • How do you collaborate (e-mail, shared drive) ? • What document types do you create? • Which programs do you use? • Do your documents require multiple reviews and edits? Is approval required? • How do you implement the required workflow? • How do you get the final information out to the audience that needs it? • Do you publish PDF’s? • How are they distributed/posted? © Ruven Gotz 2013
  33. 33. Document Storage and Search • Can you find the documents that you need, when you need them? • Does your shared drive folder hierarchy work well? • How long does it take to find a document? At what point do you give up? • When you create a document, do you know where it should be saved? • Are documents saved in more than one location to ease retrieval? • Does search work well? • What features would you like to see in search that would make it better for you and your team. © Ruven Gotz 2013
  34. 34. Compliance, Records Management & Off-line • Do you have any regulatory requirements that you need to meet? • ISO 9000 • Sarbanes-Oxley – Bill 198 • How are records management policies implemented? • Are there specific policies for document retention and destruction. • Do you have a need for off-line access? • Do you travel off-site for your work • Do you need to work when you are disconnected from the network. © Ruven Gotz 2013
  35. 35. Questions © Ruven Gotz 2013
  36. 36. NEW: Innovation Games AKA: Collaborative Play © 2013 Ruven Gotz
  37. 37. Cover story game © 2013 Ruven Gotz
  38. 38. An example © 2013 Ruven Gotz
  39. 39. Roadmap © 2013 Ruven Gotz
  40. 40. OK to demo SharePoint © 2013 Ruven Gotz
  41. 41. © 2013 Ruven Gotz
  42. 42. Same Page
  43. 43. Abstract
  44. 44. Concrete
  45. 45. Mind Mapping Demonstration © 2013 Ruven Gotz
  46. 46. Back on track
  47. 47. Navigation workshops © 2013 Ruven Gotz
  48. 48. Navigational Map © 2013 Ruven Gotz
  49. 49. Document inventory workshops © 2013 Ruven Gotz
  50. 50. Explain Metadata © 2013 Ruven Gotz
  51. 51. Document Inventory Worksheet © 2013 Ruven Gotz
  52. 52. Build the Taxonomy © 2013 Ruven Gotz
  53. 53. Document Inventory Taxonomy Map © 2013 Ruven Gotz
  54. 54. Wireframing Workshops
  55. 55. Balsamiq © 2013 Ruven Gotz
  56. 56. Business Process Workshops © 2013 Ruven Gotz
  57. 57. My Goals for You © 2013 Ruven Gotz
  58. 58. Ruven Gotz Tools Mentioned: - Mindjet MindManager Balsamiq Mockups BizAgi Entry Level Microsoft Visio @ruveng spinsiders.com/ruveng ruven.gotz@avanade.com Download this deck from slideshare.net/ruveng Download sample files: http://bit.ly/sps-sample-files

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