Tried and True Process to Ensure Business Value with Your SharePoint DeploymentJeffrey TravisUnited States - EST

April 16th /17th, 2014

• 8 years working with various SharePoint versions (2003 / 2007 / 2010 / 2013)

• 15 years working with portals – GE, Schlumberger, Home Depot & Macy’s

Jeffrey TravisProduct ManagerEnterprise PortalMacy‘sJohns Creek, GAUSA

Contactjeffreytravis@hotmail.com

Build it, and they will come.Not always. Simply "having an enterprise portal" does not add business value any more than "having a Web site" does. To be truly valuable, a portal solution must help users quickly and easily access the information and services they need. Enterprise portals can deliver measurable business value by increasing productivity, reducing costs, and improving communication. But, achieving these benefits requires a thoughtful strategy and a disciplined approach that combines planning, collaboration, and technology. The planning phase is critical to realizing the full potential of your SharePoint deployment. This high level presentation will outline what it takes to ensure that SharePoint will provide business value for your enterprise and will focus primarily on an area the business can control - the content side.

The ProcessThis presentation will be under the assumption you have stood up a SharePoint environment but now need a process to populate it so it can begin to provide value.• Discovery (Pre roll out)• Development (Roll out)• Analysis and Maintenance (Post roll out)

DiscoveryWhether you are starting a new portal implementation, or have an existing intranet or portal, prior to developing anything it is critical that you perform a discovery phase.

• Why do you need a portal?• What are the goals of the portal?

Discovery (continued)

Determine business needs / goal(s) of the site What are current pain points in the company / my team? What do users need to do their jobs better / faster / quicker?

Determine Roles / Personas Business needs for each role Use cases by role Determine tasks for each role

Discovery (continued) Content

Conduct content inventory (site collections, sites, pages, web parts, documents, links, apps, etc)

Content update or add frequency (Daily, Weekly, Monthly, Yearly) Retention policies (based on business need, Legal, company policy) Standardize naming convention Versioning / Publishing (prevents nameofileV4.docx) Establish security model

Who will maintain the site (Site Owners, Contributors) Who can do what - Read/Contribute/Edit/Delete (down to the line

item if needed) – use and trust AD and SP Groups as much as possible

Discovery (continued)

Content (continued) Establish content types / metadata

Look for similarities (reports, announcements, meeting notes, forms, policies, Knowledge base article, etc.- use card sorting or similar if needed)

Tie retention policies to content types Determine necessary Approvals / Workflows

Discovery (continued)

Consumption Review usage analytics from prior internet/portal if they are available Content mapping / Map roles & tasks to content Customization vs Personalization Frequency of use Rank need by role

Determine necessary audiences

Discovery (continued)

Consumption Review usage analytics from prior internet/portal if they are available Content mapping / Map roles & tasks to content Customization vs Personalization Frequency of use Rank need by role

Determine necessary audiences

Development Consumption

Review usage analytics from prior internet/portal if they are available Content mapping / Map roles & tasks to content Customization vs Personalization Frequency of use Rank need by role

Determine necessary audiences

Security Model

Where is our site?Notice we have not created a site yet.

Failing to plan, is planning to fail.

If you have not already, after this presentation I highly suggest viewing the "What is SharePoint? by Jasper Oosterveld“Also, additional reading for the technical side of SharePoint “Developing SharePoint Applications”http://msdn.microsoft.com/en-us/library/ff648591.aspx

SharePoint, more than CMS.

Terms Information Architecture / Architect Meta data Taxonomy Governance

http://www.sp24conf.com/

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...the anchor will pick some of them up!

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Thank you!