The document outlines a presentation about the SharePoint Maturity Model given by Sadalit Van Buren. The presentation includes an agenda that covers logistics, an introduction to the maturity model and self-evaluation matrix, as well as examples of applying the model at different maturity levels for areas like publication, collaboration, and business processes. Contact information is provided for those interested in the model and next steps.

1. The SharePoint Maturity Model Presented as a Live Broadcast for Nothing But SharePoint 1 March 2011 1 3/1/2011 Copyright 2011 Sadalit Van Buren Hosted By

2. Agenda 2 Logistics What’s in it for me? About Me About My Company About the SharePoint Maturity Model About Microsoft’s SP Competencies SMM Competency Definitions SMM Maturity Level Definitions The SharePoint Maturity Model - overview Self Evaluation Matrix The SharePoint Maturity Model – detail & case studies Credits & Resources 3/1/2011 Copyright 2011 Sadalit Van Buren

3. Logistics If you’re tweeting or live blogging, please include #EUSP and @sadalit Download and Print the Self Evaluation Matrix: http://bit.ly/SMMpptMatrix 3 3/1/2011 Copyright 2011 Sadalit Van Buren

4. What’s In It For Me? The Maturity Model can help you develop your strategic roadmap, and ultimately lead to: Greater business process efficiency A more trustworthy SP environment Happier, more empowered users More time for YOU to innovate, rather than putting out fires or answering the same question over and over. You can get a quantitative sense of your progress by re-evaluating each year. You are helping to build a data model that will help answer larger questions about where organizations are in their SP maturity by industry, number of years of use, etc. 4 3/1/2011 Copyright 2011 Sadalit Van Buren

5. Data Model Examples 5 3/1/2011 Copyright 2011 Sadalit Van Buren

7. Working with SharePoint since beta 2003 version

8. 50 SharePoint implementations

9. Microsoft Certified Technology Specialist Consulting Manager, Burntsand 6

11. Microsoft partner with 2 gold competencies, 3 silver

12. More than 350 blue chip clients

13. Subsidiary of Open Text, local office in Waltham, MA

14. Publicly traded on Toronto Stock Exchange (OTEX)

15. Have delivered solutions built on the SharePoint and .NET platforms since their inception in 20017 3/1/2011 Copyright 2011 Sadalit Van Buren

16. About the SharePoint Maturity Model Developed in Fall 2010 for the purpose of bringing a holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement. Starts at 100 rather than 0 Does NOT cover: Public-facing websites Compliance and regulatory issues Visual design and branding Version 1 published 5 November 2010. 8 3/1/2011 Copyright 2011 Sadalit Van Buren

17. About Microsoft’s SP Competencies Ribbon UI SharePoint Workspace SharePoint Mobile Office Client & Web App Integration Standards Support Business Connectivity Services InfoPath Form Services External Lists Workflow SharePoint Designer Visual Studio API Enhancements REST/ATOM/RSS Sites Tagging, Tag Cloud, Ratings Social Bookmarking Blogs and Wikis My Sites Activity Feeds Profiles and Expertise Org Browser Communities Composites Content Insights PerformancePoint Services Excel Services Chart Web Part Visio Services Web Analytics SQL Server Integration PowerPivot Search Enterprise Content Types Metadata and Navigation Document Sets Multi-stage Disposition Audio and Video Content Types Remote Blob Storage List Enhancements Social Relevance Phonetic Search Navigation FAST Integration Enhanced Pipeline

18. Competency Definitions - Core 10 3/1/2011 Copyright 2011 Sadalit Van Buren

19. Competency Definitions - Advanced 11 3/1/2011 Copyright 2011 Sadalit Van Buren

20. Competency Definitions - Readiness 12 3/1/2011 Copyright 2011 Sadalit Van Buren

21. Maturity Level Definitions Maturation 13 3/1/2011 Copyright 2011 Sadalit Van Buren

22. The SharePoint Maturity Model – 1 – Core Concepts Maturation also occurs along this vector Maturation 14 3/1/2011 Copyright 2011 Sadalit Van Buren

23. The SharePoint Maturity Model – 2 – Advanced Concepts Maturation 15 Maturation also occurs along this vector 3/1/2011 Copyright 2011 Sadalit Van Buren

24. The SharePoint Maturity Model – 3 – Readiness Concepts Maturation 16 Maturation also occurs along this vector 3/1/2011 Copyright 2011 Sadalit Van Buren

25. Self Evaluation Matrix 17 599 500 499 400 399 300 299 200 199 100 Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information! 3/1/2011 Copyright 2011 Sadalit Van Buren

26. Self Evaluation Matrix – Filled-in Example 18 599 500 499 400 399 300 299 200 199 100 Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information! 3/1/2011 Copyright 2011 Sadalit Van Buren

27. Excel Template Available 19 Go to http://bit.ly/SMMExcelTemplate to get your own! 3/1/2011 Copyright 2011 Sadalit Van Buren

28. Publication 20 Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of content (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow. 3/1/2011 Copyright 2011 Sadalit Van Buren

29. Publication – 100-level example 21 Source: Burntsand 3/1/2011 Copyright 2011 Sadalit Van Buren

30. Publication – 500-level example 22 Source: Burntsand 3/1/2011 Copyright 2011 Sadalit Van Buren

31. Collaboration 23 Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow). 3/1/2011 Copyright 2011 Sadalit Van Buren

32. Collaboration – 100-level example 24 Source: Burntsand 3/1/2011 Copyright 2011 Sadalit Van Buren

33. Collaboration– 500-level example Source: Burntsand 25 3/1/2011 Copyright 2011 Sadalit Van Buren

34. Business Process 26 Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting, tracking / auditing. 3/1/2011 Copyright 2011 Sadalit Van Buren

35. Business Process – 100-level example 27 Source: Burntsand 3/1/2011 Copyright 2011 Sadalit Van Buren

36. Business Process – 500-level example 28 Source: Nielsen Norman Group Intranet Design Annual 2010, Enbridge intranet, p. 63 3/1/2011 Copyright 2011 Sadalit Van Buren

37. Search 29 The ability to query indexed content and return results that are ranked in order of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance. 3/1/2011 Copyright 2011 Sadalit Van Buren

38. Search – 100-level example 30 3/1/2011 Copyright 2011 Sadalit Van Buren Source: Burntsand

39. Search – 500-level example Source: Burntsand 31 3/1/2011 Copyright 2011 Sadalit Van Buren

40. People and Communities 32 The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure). 3/1/2011 Copyright 2011 Sadalit Van Buren

41. People and Communities – 100-level example 33 Source: Burntsand 3/1/2011 Copyright 2011 Sadalit Van Buren

42. People and Communities – 500-level example Source: Burntsand 34 3/1/2011 Copyright 2011 Sadalit Van Buren

43. Composites and Applications 35 Custom solutions specific to the needs of the business (traditionally served by paper forms, Excel spreadsheets and/or Access databases) which may be accomplished by multiple technologies working together. 3/1/2011 Copyright 2011 Sadalit Van Buren

44. Composites & Applications – 100-level example Source: Burntsand 36 3/1/2011 Copyright 2011 Sadalit Van Buren

45. Composites & Applications – 500-level example Source: Burntsand 37 3/1/2011 Copyright 2011 Sadalit Van Buren

46. Integration 38 Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data. 3/1/2011 Copyright 2011 Sadalit Van Buren

47. Insight 39 The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending. 3/1/2011 Copyright 2011 Sadalit Van Buren

48. Insight – 100-level example 40 3/1/2011 Copyright 2011 Sadalit Van Buren Source: Burntsand

49. Insight – 500-level example 3/1/2011 Copyright 2011 Sadalit Van Buren 41 Source: Burntsand

50. Infrastructure 42 The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates. 3/1/2011 Copyright 2011 Sadalit Van Buren

51. Staffing and Training 43 The human resources that support the system and the level of training with which they are provided. 3/1/2011 Copyright 2011 Sadalit Van Buren

52. Customizations 44 Custom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment, management of source code, method of build and deployment, and development tier. 3/1/2011 Copyright 2011 Sadalit Van Buren

53. Call to Action Fill out the SMM self-assessment! Send me your data to help build a data model for everyone (your name & company name will remain anonymous.) Contact me (contact info on next slide) With Questions With Feedback If you’d like help assessing your SP implementation and learning more about how to get to greater SharePoint Maturity. 45 3/1/2011 Copyright 2011 Sadalit Van Buren

54. Contact Information Sadie Van Buren svanburen@burntsand.com Twitter: @sadalit LinkedIn: http://www.linkedin.com/in/sadalit 3/1/2011 Copyright 2011 Sadalit Van Buren 46

55. Resources Self Evaluation Matrix: http://bit.ly/SMMpptMatrix Excel Template for the Self-Assessment: http://bit.ly/SMMExcelTemplate 47 3/1/2011 Copyright 2011 Sadalit Van Buren

56. Credits SharePoint Maturity Model (Customizations) from Hugo Esperanca’s blog. http://activeobjects.blogspot.com/2008/07/sharepoint-maturity-model-smm_20.html Rate Your Organization's SharePoint Collaboration Maturity, from Lee Reed on EUSP: http://www.endusersharepoint.com/2010/01/07/adoption-tip-4-of-8-rate-your-organizations-sharepoint-collaboration-maturity/ Capability Maturity Model: http://en.wikipedia.org/wiki/Capability_Maturity_Model 48 3/1/2011 Copyright 2011 Sadalit Van Buren

57. Acknowledgements Thanks to Mark Miller at End User SharePoint and the folks at for hosting this presentation. My gratitude to Vinnie Alwani, Harold Brenneman, John Francis, Sue Hanley, Richard Harbridge, Mike Landino, Chris McNulty, Mark Miller, Ed Podbelski, Ray Walters, and Derek Weeks for their input and support. 49 3/1/2011 Copyright 2011 Sadalit Van Buren

58. 50 Thank you! 3/1/2011 Copyright 2011 Sadalit Van Buren