Demystifying Social Features in SharePoint 2013

Kanwal Khipple

Microsoft Gold Partner

Leader in the SharePoint industry for User Experience

Talented staff including SharePoint MCM & MVPs

BrightStarr.com

Kanwal Khipple

• Proud Father, Husband, evangelist, SharePoint Strategist

• VP of Consulting, BrightStarr

• Passionate and always learning

• SharePoint MVP 2009-2013

– Co-Founder & Organizer for SharePoint Saturday Toronto

– Co Founder of Toronto SharePoint Business User Group

Which version are you running?• Windows SharePoint Services 2.0, 3.0, SharePoint Foundation Services• SharePoint Portal Server 2003• Office 365 / BPOS• Microsoft Office SharePoint Server 2007• SharePoint Server 2010• SharePoint Server 2013

Why upgrade?• What are the driving factors that force the upgrade?

SharePoint sucks, why?• The product is not meeting technical expectations• We are not seeing the business value• Users prefer other tools• The product is not meeting functional expectations• Users don’t like the SharePoint experience

What is Social?

Current State• Over 50% of enterprises implemented activity streams

that included micro blogging• Stand-alone enterprise micro blogging had less than 5%

penetration

• Over 70% of IT-dominated social media initiatives will fail.

Future Predictions• 2014 - social networking services will replace e-mail as the

primary vehicle for interpersonal communications for

20% of business users.

• 2015 - only 25% of enterprises will routinely utilize social network analysis to improve performance and productivity.

Why upgrade?• Does SharePoint meet your expectations?

30%Email

34% SME

27%Meeting

What’s the ROI on Social?

Harder to measure metrics than better collaboration and idea generation

Social with MySites

Goals for SharePoint• Conversations make connections• People are always available• Context enriches interactions• You always know what’s happening

Newsfeed• Displays social information• Aggregated view of the last

20 items, in reverse chronological order

• Shows what you are following• Shows who you are following• Shows your trending tags

• Everyone shows the last 20 posts or replies across all users, not just the people you follow

User Profile Service• Edit Profiles

– Ask me about… (expertise list)• Tags & Notes• Organizational Charts• Audience Targeting• Following a tag• Tagging an item• Birthday celebration• Job title change• Workplace anniversary• Updates to Ask Me About• Posting on a note board

Privacy impacts the social experience

Personal Site – personal view

About Me – private view

About Person

Someone else’s profile?

Follow People

Follow People & Notification

Follow Documents

Follow Sites

Follow Tags

Trending Tags?

Task Aggregation

SkyDrive Pro• Store and Organize• Share files and folders• Synchronize files &

folders

* The SkyDrive link at the top of your Office 365 or SharePoint 2013 pages is an abbreviation of SkyDrive Pro. This refers to your SkyDrive Pro library.

Search with Social?

The “X” factor

Ranking Model

Static RankQualityFreshness

Query Time RankTerm FrequencyTerm Distance

The “X” Factor The User

The “X” Factor

Communities

Portals and Sites

Community PortalA directory of Community Sites for users to search for and discover communities of interest.

Community SitesThis forum experience enables community members to contribute information and to ask for help from other members

Community Sites• Communities use categories to organize discussions• Visitors

– can view the discussions – become members of the community to contribute

• Moderators– manage the community by setting rules– reviewing and addressing inappropriate posts– marking interesting content as featured discussions, and so on. – assign gifted badges to specific members to visually indicate that the member is

recognized as a specific kind of contributor in the community, such as an expert or a moderator.

• Reputation Management - each community contains information about member and content reputation– which members earn when they actively post in discussions– when their content is liked, replied to, or marked as a best answer.

Social without MySites

Possible?

How Do You Do That?• Clean install of SharePoint 2013• Only provision user profile service• Do not provision MySite Hosts

What you don’t get?• No MySites• No News Feed integration• No SkyDrive integration• No Mentions• No Hashtags• No Community Portals and Community Sites integration with your News

Feed

My Settings page• Users have the ability to

change their profile properties (at a site collection level)

Yammer and Office 365 Integration

Hot off the Press!

Basic Integration

• Link to Yammer.com• Yammer app

Deeper Integration• Single Sign-On (SSO) • Seamless Navigation

"What should I use for social - Yammer or the SharePoint newsfeed?"

Go Yammer! – Jared Sparato

How to Drive Value from Social

Answer: Part art and part science

Tasks

Tasks

Subject Matter Experts?

Badging

Limitations• A couple of gotchas ... SharePoint 2013 is WAY better that SharePoint 2010,

but it’s definitely not a full suite of social technology features. This is in no way a complete list; it’s just what I noticed initially:

• You can’t @ mention sites – only users – you have to either post a microblog from a site, or choose from sites that you are following from the Share With menu option at the top of your My Site Newsfeed.

• You can’t easily insert videos or documents into your microblog posts like with photos; you have to add them as links (meaning they exist elsewhere already).

• You can only interact with an activity that originated as a microblog (either on a My Site Newsfeed or a Team Site Newsfeed) — you can’t like or reply to an activity that is a notification (i.e., a document that you are following is edited, or a colleague that you are following starts following a site or liked a post).

Limitations• You can’t see what changes are made to documents that you are following – only

that they were modified – and you can’t preview the document in your Newsfeed.• You can’t send private messages using Newsfeeds or microblogging – Team Site

Newsfeeds are restricted to those that have at least read access – you’ll have to continue to use email for private messages.

• You can’t create custom activity streams: you can’t tailor activity streams based on specific tags, users, or anything else. Everything that you follow shows up in one activity stream in reverse chronological ordering with no filtering available.

• Document thumbnails and previews are only available for Office documents (when linked in a microblog post).

• Notification of changes to documents on a Team Site (or any other list or library item on the site) do not show up on the site’s Newsfeed – notifications of changes to documents that you are following will show up in your My Site Newsfeed – following a Team Site will not also automatically follow all of its documents for you

Lessons Learned1. Is your organization even ready for social?2. Start small and leverage features carefully3. Focus on what value each feature brings• Not what features you can turn on

4. Adoption• Foster Viral Adoption• Engage with early adopters• Achieve that through value

Thank You

Kanwal Khipple• VP of Consulting, BrightStarr• kanwal@brightstarr.com• 1-888-777-6850 x130• 832-803-8596

• @kkhipple – personal twitter account• @SharePointBuzz – 10k followers receive latest SharePoint related

tweets• LinkedIn – Let’s do business together! Connect with me

professionally• Facebook – connect with me personally

Book Author

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Thank You