Q-Factor General Quiz-7th April 2024, Quiz Club NITW
The SharePoint Maturity Model - as presented 9 April 2011 at SharePoint Saturday Boston
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
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
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
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
Webinar: my company also has a Creative Services department and specializes in usability and visual design of sharepoint – some of that you’ll see in the slides to come.Speaking:Write email address on the board!
Mention data model here.Point out – compliance, regulatory issues, and validation are not included here. Possibly change slide to include a section “what this model does NOT cover” – public-facing, regulatory & compliance, etc.Point out – not every competency has to be at the 500 level – you have to decide where to make the investments based on your business.If anyone has read the Checklist Manifesto – this model needs to be customizable to your business.Link to 1st publication - http://www.endusersharepoint.com/2010/11/05/the-sharepoint-maturity-model-version-1-0/
MS divides them into six groups
Mention data model here.Point out – compliance, regulatory issues, and validation are not included here. Possibly change slide to include a section “what this model does NOT cover” – public-facing, regulatory & compliance, etc.Point out – not every competency has to be at the 500 level – you have to decide where to make the investments based on your business.If anyone has read the Checklist Manifesto – this model needs to be customizable to your business.Link to 1st publication - http://www.endusersharepoint.com/2010/11/05/the-sharepoint-maturity-model-version-1-0/
The SharePoint Maturity Model is divided into three sections.
As we go along – please rank yourself using the sheet that was on your chair!Russ Edelman – “Different maturity levels within an organization are not unusual.”
We’re about to go into the individual competencies…
200 – light switch metaphor.Progression from Information Management to Knowledge Management.=> Mention accessibility issues. (Harbridge 1/29/11)
Announcements – look nice with the HTML, but no way to find them individually, or archive them – if you don’t want a page that scrolls forever then you’ll have to delete them.Links – handy but not personalized.
Featured story, substories, people profileSites for you - personalizedPolls & recent search activity give a dynamic & interactive component
Not just collab around documents and files but all kinds of collaboration activities – nonlinear included.100 – SPRAWL. Other tools also being used as well as SP. Team site used (which creates problem – hundreds of empty Shared Document libraries)That notion of Progression from Information Management to Knowledge Management comes in here too – often there’s good info buried in collab sites which should be promoted to not only Final but example of work to leverage.Customizations here would be cross-site roll-up, information roll-up / aggregation, custom web parts.
Designed for collab w/external contributors…
No notes.Background - Workflow typesHuman to system – focus here.Scope – DepartmentCross site / cross departmentEnterprise – spans multiple applicationsExternal user integrationHuman to humanSystem to systemTools- OOB workflow – either true OOB or configured- SP Designer / Nintex-- Custom .NET workflow-- Integration to enterprise WF tool. K2, SkeltaAreas of focus:Auditing – on/off in SPMonitoring – build/buyReporting – oob / custom
No notes.Harbridge mentioned personalized search results on 1/29/11 – e.g. sales team gets sales-oriented results - I would make this 500 level but needs research if it will be added.Background - Search –Scope – OOB/customIntegration / connectors (ifilters) – OOB/customSEO – Y/NDisplay – facets / best bets / rankings / federation (separate or merged) / results – tabular, w/images, etc. / Actionability Integration w/automated taggingVolume – SP / Fast or other 3rd party tool.
No notes.Background:Profiles – maturity progresses through out of box, customization, LOB data, self-service.MysitesTemplate - - OOB / Customized Centralization / organization of mysite and profile (multiple MySites based on domain login etc. – ideal is single.)
Distinction between composites/dashboards – dashboards are read-only; composites are interactive.
Dynamic mapSelectable indicatorsFull detail at right
Distinction between the two – represented by slash.
Distinction between the two – represented by slash.
Credit to Christophe
Lots to consider here.One audience member (Chris M.) pointed out to me on 1/29/11 – the infrastructure maturity is correlated to the degree that IT uses the system.Background - Infrastructure Server config considerations Farm planning - Availability (redundancy / failover)ScalabilityStorage – archiving/de-provisioningLeveraging low-cost storageBLOB integrationBackup & restoreManaged using OOB toolsDefined using 3rd party or custom toolsMonitoring Updates – manual or automatedVirus checking
Mention notion of Support – it is baked in to all the 500-levels – it doesn’t matter what the support system is, what matters is that users have a way to report a problem or make a suggestion, and that this is tracked and responded to in a timely fashion.Communications, Marketing, and Culture / Change Management not specifically called out here but they are also essential to adoption of the system.
Notion of total cost of ownership – costs $ to build, costs $$$ to maintain & update. Spend more up-front to make the application configurable – so that instead of code drop, change requires update to list, XML, or database table.CustomizationsEnvironment – Prod / Prod + Shared Dev QA / Full 3+ env.Source code – none / simple file storage / source code control system.Build – manual / mixed manual + automated / automatedDeployment & rollback – manual / backup & restore / solution package & scripts / feature creationDeployment – farmwide vs. sandboxed solution (impact on overall farm due to minimized priviliges)Tier – middle (Jquery) vs ? (.NET)
Filling out the self-assessment - for you, as an exercise to see how you’re doing. Like taking one of those “am I an alcoholic” quizzes.
Filling out the self-assessment - for you, as an exercise to see how you’re doing. Like taking one of those “am I an alcoholic” quizzes.