1. The SharePoint Maturity Model Presented at SharePoint Saturday Boston 9 April 2011 1 4/12/2011 Copyright 2011 Sadalit Van Buren

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 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

3. Logistics 3 Questions If you’re tweeting or live blogging, please include : #SPMaturity @sadalit Raffle – Red Sox tix SharePint – The Gaff – 467 Moody St. Waltham 4/12/2011 - #SPSBOS #spmaturity @sadalit 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 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

5. Data Model Examples 5 4/12/2011 - #SPSBOS #spmaturity @sadalit 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 4/12/2011 - #SPSBOS #spmaturity @sadalit 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 4/12/2011 - #SPSBOS #spmaturity @sadalit 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 Source: Microsoft Corp.

18. About Customizations in SharePoint For the purposes of the Maturity Model, Customizations are defined as anything that touches the SharePoint server – i.e. the 12 hive, inetpub, or GAC (thanks Mark Miller!) Called “Development” by some Represented with a red line in the matrix – above the line, customization may be needed. 10 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

19. Competency Definitions - Core 11 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

20. Competency Definitions - Advanced 12 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

21. Competency Definitions - Readiness 13 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

22. Maturity Level Definitions Maturation 14 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

23. The SharePoint Maturity Model – 1 – Core Concepts Maturation also occurs along this vector Maturation 4/12/2011 15 Copyright 2011 Sadalit Van Buren

24. The SharePoint Maturity Model – 2 – Advanced Concepts Maturation 16 Maturation also occurs along this vector 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

25. The SharePoint Maturity Model – 3 – Readiness Concepts Maturation 17 Maturation also occurs along this vector 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

26. Self Evaluation Matrix 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! 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

27. Self Evaluation Matrix – Filled-in Example 19 599 500 499 400 399 300 299 200 199 100 Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information! 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

28. Excel Template Available 20 Go to http://bit.ly/SMMExcelTemplate to get your own! 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

29. Publication 21 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. 4/12/2011 Copyright 2011 Sadalit Van Buren

30. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 22

31. Publication – 100-level example 23 Copyright 2011 Sadalit Van Buren 4/12/2011 - #SPSBOS #spmaturity @sadalit

32. Publication – 500-level example 24 Source: Burntsand 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

33. Collaboration 25 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). 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

34. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 26

35. Collaboration – 100-level example 27 Copyright 2011 Sadalit Van Buren 4/12/2011 - #SPSBOS #spmaturity @sadalit

36. Collaboration– 500-level example Source: Burntsand 28 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

37. Business Process 29 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. 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

38. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 30

39. Business Process – 100-level example 31 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

40. Business Process – 500-level example 32 Source: Nielsen Norman Group Intranet Design Annual 2010, Enbridge intranet, p. 63 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

41. Search 33 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. 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

42. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 34

43. Search – 100-level example 35 Copyright 2011 Sadalit Van Buren 4/12/2011 - #SPSBOS #spmaturity @sadalit

44. Search – 500-level example Source: Burntsand 36 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

45. People and Communities 37 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). 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

46. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 38

47. People and Communities – 100-level example 39 Source: Burntsand 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

48. People and Communities – 500-level example Source: Burntsand 40 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

49. Composites and Applications 41 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. 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

50. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 42

51. Composites & Applications – 100-level example Source: Burntsand 4/12/2011 - #SPSBOS #spmaturity @sadalit 43 Copyright 2011 Sadalit Van Buren

52. Composites & Applications – 500-level example Source: Burntsand 44 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

53. Integration 45 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. 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

54. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 46

55. Insight 47 The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending. 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

56. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 48

57. Insight – 100-level example 49 Copyright 2011 Sadalit Van Buren Source: Burntsand 4/12/2011 - #SPSBOS #spmaturity @sadalit

58. Insight – 500-level example Copyright 2011 Sadalit Van Buren 50 Source: Burntsand 4/12/2011 - #SPSBOS #spmaturity @sadalit

59. Infrastructure 51 The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates. 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

60. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 52

61. Staffing and Training 53 The human resources that support the system and the level of training with which they are provided. 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

62. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 54

63. Customizations 55 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. 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

64. Maturity per Years of Use 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 56

65. Future Plans and Improvements Website with easier means of data entry Mapping to vendors – services and products Business Process considerations (in conjunction with Global360) Mapping to resourcing Mapping to SP versions Standard/Enterprise Cloud 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 57

66. 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. 58 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

67. Upcoming Events May 17-18: IBF 24 – free interactive broadcast featuring live intranet tours and the latest from industry thought leaders - http://www.ibforum.com/?ibf24what June 1-3: SPTechCon Boston - http://www.sptechcon.com/Boston2011/ - Use code VANBUREN for $200 discount June 20-23: Enterprise 2.0 Boston - http://www.e2conf.com/boston/ 59 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

68. Contact Information Sadie Van Buren Twitter: @sadalit LinkedIn: http://www.linkedin.com/in/sadalit 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren 60

69. Resources for the Maturity Model Self Evaluation Matrix: http://bit.ly/SMMpptMatrix Excel Template for the Self-Assessment: http://bit.ly/SMMExcelTemplate 61 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

70. Resources for Improving SP Maturity SharePoint Server 2010: Operations Framework and Checklists - http://bit.ly/MSMOF 62 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

71. Resources for Great Intranets Nielsen Norman Group - Intranet Design Annual 2011: Year's 10 Best Intranets - http://www.nngroup.com/reports/intranet/design/ Slide show compiled by the Intranet Benchmarking Forum Shows the home pages of 9 intranets including Coke, Coffey International & Westminster Abbey: http://www.slideshare.net/ibforum/my-beautiful-intranet-slide-show Intranet case studies - compiled by Stephan Schillerwein A list of over 50 intranet case studies including HSBC Brazil, Chr. Hansen A/S, IBM & COWI http://intranet-matters.de/intranet-case-studies/ Intranet Global Forum Facebook Group (you need a facebook account to access) - compiled by Toby Ward - 34 photos of intranet pages http://www.facebook.com/home.php#!/group.php?gid=2723005032&v=photos 63 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

72. 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 64 4/12/2011 - #SPSBOS #spmaturity @sadalit Copyright 2011 Sadalit Van Buren

73. 65 Copyright 2011 Sadalit Van Buren Thank you! 4/12/2011 - #SPSBOS #spmaturity @sadalit