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Driving the business case and user adoption for SharePoint Presented by: Joe Giegerich Managing Partner gigs@gig- werks.com www.Gig-Werks.com

Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

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Page 1: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Driving the business case and user adoption for SharePoint

Presented by:Joe Giegerich

Managing [email protected]

www.Gig-Werks.com

Page 2: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Today’s Presentation will cover:

• About Gig Werks• Six Pillars of SharePoint• Evaluating the business needs and priorities • Governance and security• Driving adoption • Bringing together disparate line of business systems• Q&A

www.Gig-Werks.com

Page 3: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

About Gig Werks

• Company began in 2002• Gold Partner Since 2002• Field managed since 2004• Microsoft Best Partner in 2010, 2011, 2012• Various other Microsoft Awards and Tech Forum Award Winner 2008• Invited into the Partner Evidence Program for SharePoint 2010 & 2013

• Market Focus• From 100 seats to 150,000• Headquartered in New York, with clients across the United States

www.Gig-Werks.com

Page 4: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Microsoft SharePointThe Business Collaboration Platform for the Enterprise and the Web

Connect and Empower People

Cut Costs with a Unified Infrastructure

Rapidly Respond to Business Needs

Communities

Search

Sites

Composites

ContentInsights

www.Gig-Werks.com

Page 5: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

• Invest in formal planning upfront• Roadmap

• Long term goals• Short terms goals

• Use Case Development• Interview key stakeholders and SME’s• Develop stories, agnostic of technology

• Taxonomy and Information Architecture• Due diligence research on potential ISV’s

• ROI and performance impact evaluation• Focus on three key areas of SP’s ability• Process automation• Business Intelligence• Content Management

Evaluating the business’ needs and priorities

www.Gig-Werks.com

Page 6: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Evaluating the business’ needs and priorities

Process Automation

www.Gig-Werks.com

Page 7: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Evaluating the business’ needs and priorities

Business Intelligence

www.Gig-Werks.com

Page 8: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

• Content Management

Evaluating the business’ needs and priorities

Content Management

www.Gig-Werks.com

Page 9: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

• Content Management

Evaluating the business’ needs and priorities

Content Management – Term Store – SharePoint 2013

www.Gig-Werks.com

Page 10: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

• Content Management

Evaluating the business’ needs and priorities

Content Management – SharePoint 2013

www.Gig-Werks.com

Page 11: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Evaluating the business’ needs and priorities

Content Management - Governance and Security– SharePoint 2013Site-level retention policiesCompliance levels extended to sitesPolicies include:

Retention policy for sites and Team Mailbox associated with siteProject closure and expiration policy

Discovery CenterDesigned for managing discovery cases and holdsEstablishes a portal through which you can access discovery cases to conduct searches, place content on hold, and export content

www.Gig-Werks.com

Page 12: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

SharePoint ISV Partner Ecosystem

BPIO

ECM Interop• OpenText• EMC-Documentum• IBM-FileNet• Oracle-Stellent• SAP

Records Mgmt• HP-Trim• CA• Unique World

Transactional Content Mgt.• KnowledgeLake•Informative Graphics Corporation (IGC)

• BlueThread• Hyland• Image Source• ClearviewDigital Asset Management• Telestream• Artesia• Equilibrium

Forms• Tec-IT• Kayentis• Texcel

LOB Integration• Sitrion (SAP)• ERP-Link

Document Assembly• Business Integrity• Xinnovation• Content

Technologies• MarkLogic

Physical Records Mgmt• OmniRim• Iron Mountain• Productiv

Content Migration• Casahl• Tzunami• Metalogix• Quest

Archiving• Commvault• EMC-Centera• Hitachi Data

Systems• Network Appliance• Allen Systems• Mimosa

Search

Taxonomy Management• Concept Searching• Interse• SchemaLogic• Synaptica

Query Enhancements• BA-Insight• Sinequa• Q-Go• Expert System

Multimedia• Coveo

BDC Connectors• BA-Insight• Handshake

Software

Protocol Handlers• Vorsite• Handshake Software• xmLaw

iFilters• Citeknet• IFilterShop

Tech Solutions

Backup & Restore• AvePoint• CommVault• Symantec – Veritas

Replication• NSI• Syntergy• Infonic (iOra)• Repli-web• Neverfail

Administration• Quest• echoTechnology• Data Assist

Offline• Colligo• Infonic (iOra)• Digi-Link

Workflow•Nintex

Social Computing• NewsGator• Telligent• ConnectBeam• Atlassian

Security• Trend Micro• Symantec

Translation Services• Idiom• IceFire

Accessibility• HiSoftware

Governance• Workshare• Mimosa• CA• Securent• ClusterSeven

WAN Optimization• BlueCoat

(Packeteer)• Cisco• Certeon• Citrix• Syntergy

Mobile• Formotus• TrueContext• Transpara

Business Solutions

Application Dev.• Corasworks• Bamboo

eLearning• IntraLearn

CRM• Relavis• Portrait Software

HR• Nakisa

Project Management•BrightWork

Legal• XMLAW• Workshare

Utilities• Flexnova

Retail• Red Prairie• Cactus Commerce• RPM Car• Wincor Nixdorf

Construction & Engineering• AutoDesk• Bentley• Dassualt• PTC• UGS

Manufacturing Visibility• Invensys• Epicor• OSIsoft• ICONICS

Healthcare• Broadpeak

Event/Response Management• E-Sponder• ESRI

Real Estate• Accruent

FinServ• Portrait Software• FiServ

Contract Mgmt• C-Lutions• Corridor Consulting

ECM Technology Solutions Business SolutionsSearch

Page 13: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Participating Partners:

www.Gig-Werks.com

Page 14: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Governance and Security

• Information Management• Who Should Determine Governance?• What Should be Governed?• Governing Information Architecture• Goals and Implementation• Governing Content• Rules and Policies• Governing Information Access• The Governance Team• Resources

www.Gig-Werks.com

Page 15: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Governance and SecuritySharePoint 2013

www.Gig-Werks.com

Page 16: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Who Should Determine Governance Policies?

• Executive Stakeholders• Financial Stakeholders• IT Leaders• Business Division Leaders• Compliance Officers

• Information Architects or Taxonomists• Development Leaders• Information Workers• Trainers

www.Gig-Werks.com

Page 17: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Governing Information Access

Ask the following questions:• Permissions and Audiences

• How do I structure permissions in a site?• How do I target content to specific audiences?

• Access• How do I make this content accessible to internal users?• How do I make this content accessible to external users?

www.Gig-Werks.com

Page 18: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

User Adoption and Governance

Important

Governance doesn't work without user adoption and compliance. End-user training and education, in addition to good content and search, is key to user adoption.

www.Gig-Werks.com

Page 19: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Driving adoption through IA

Information Architecture organizes information to maximize usability and manageability. IA helps…

• Make information easier to find• Users navigate to information intuitively• Users store and retrieve information conveniently• Eliminate redundant information• Categorize information with metadata• Create content quickly with templates• Govern information securely and verifiably

www.Gig-Werks.com

Page 20: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

• Usability• Home Page• Something for everyone

• Dept. Sites• Something for CXO’s

• Search• Templates

• Employee Training• Administrative• End User

Driving adoption

www.Gig-Werks.com

Page 21: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Driving adoption – Home Page

www.Gig-Werks.com

Page 22: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Driving adoption – Home PageSharePoint 2013

www.Gig-Werks.com

Page 23: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Driving adoption – Dept Sites and Dashboards

www.Gig-Werks.com

Page 24: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Driving adoption – SearchSharePoint 2013

www.Gig-Werks.com

Page 25: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Driving adoption – Training

• Train the trainer• Use videos• Get rid of the out of the box help and replace with your own custom• Training should be on going and is an essential component of your

governance strategy

www.Gig-Werks.com

Page 26: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

• Single point of entry for users in the enterprise• Resurfacing existing legacy application• Ending the silos of ASP applications

Bringing together disparate  line of business systems

www.Gig-Werks.com

Page 27: Sponsored Session: Driving the business case and user adoption for SharePoint 2010 and 2013 by Joe Giegerich - SPTechCon

Q & A

black and white solutions for a grey world

www.Gig-Werks.com

www.Gig-Werks.com