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#NHSPUG @RHarbridge
#NHSPUG @RHarbridgePresented By: Richard Harbridge
Everything You Need To Know About SharePoint’s Social Capabilities
#NHSPUG @RHarbridge
Former Microsoft Virtual Technology Solution Professional (V-TSP)
Partner Technology Strategist
With Microsoft
Microsoft SharePoint Certifications
10
5550+ Personal Connections On LinkedIn
# Of Wins
900+In League Of Legends
Presented At
85+Events In The Past 3 Years
Presented
140+Sessions Or Workshops In The Past 3 Years
My Name Is Richard Harbridge…
#NHSPUG @RHarbridge3
Connecting Value To SharePoint Social Features
What is the Value?
Lowers the costof sharing and organizing
Surfaces knowledge and networks
Increases employeeengagement
The Big Reasons?
Connecting The Dots
EXPERTISE MERGERS ON-BOARDING
JOINT VENTURES VIRTUAL TEAMS MAJOR RE-ORGS
FRANCHISING OUTSOURCE ACTIVITY NEW MARKETS
• Lowers Cost Of Sharing & Organizing Information
• Reduces Organizational Barriers• Improves Business Agility• Compliments Talent Management• Promotes End User Innovation
Business Impact?
What does that mean?• Improve Search Relevance• Improve Content Authority• Add Further Contextual Relevance• Provide Additional Ways To
Find Content
Content was KingNow…
Context is King
Communities
Search
Sites
Composites
ContentInsights
Not Just Communities… Leveraged Everywhere
What about the wheel?
#NHSPUG @RHarbridge
Social Feedback Leads To Better Procedures?
Why Leveraging SharePoint Blog Features for News is a Great Idea
#NHSPUG @RHarbridge
Social SharePoint Options
When are people going beyond SharePoint for Social Functionality?
Extending
Complimenting
Supplementing
Good Enough On It’s Own
Ignoring/Locking Down
How To Lock Down SharePoint’s Social Features
#NHSPUG @RHarbridge
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Yammer & SharePoint Roadmap
Yammer Release Roadmap: http://success.yammer.com/product/releases/
Summer Fall
Today Tomorrow Coming UpOption to replace SharePointNewsfeed with Yammer
Yammer app for SharePoint
SharePoint 2013 on-premises guidance
New user experience
Document Collaboration
Single sign-on
External Communication
Email Integration
Enhance Messaging
Winter
(+ ShareIT App)
#NHSPUG @RHarbridge
Mockup Depicting Direction
Yammer and SharePoint: Enterprise social roadmap update
#NHSPUG @RHarbridge
Social SharePoint Options
When are people going beyond SharePoint for Social Functionality?
Extending
Complimenting
Supplementing
Good Enough On It’s Own
Ignoring/Locking Down
How To Lock Down SharePoint’s Social Features
Richard Likes These Options The Most.
#NHSPUG @RHarbridge19
Wikis, Blogs and Discussions Demonstration
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Blogs in 2010…• The gist of it: • Blog posts auto listed in activity feed.• Consistent and improved rich text editor.• Live preview and ability to launch blog program
from ribbon.• Team blogs as well as individual blogs.• Personal blog can be linked to mysite.• Improved navigation OOTB for blog sites.• “About this blog” content area.• No HTML or silverlight/media
(AVAILABLE in 2013 w/ Nicer Design Options)
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Personal Sites, Profiles, and Newsfeed
Demonstration
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Storage Architecture in 2013
Content DBs (per-user)
User Profile Service
Profile DB (per-service)
People and tag following
User profile properties
Social DB (per-
service)
Social tags
Content DB(site collection per-user)
Feed postsSite and
document following
Personal storage space
(Site Feed posts are stored in the SP site)
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Permissions
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Tip: SharePoint Magnifies Issues
Active Directory Not Up To Date?
#NHSPUG @RHarbridge
Tip: Plan User Profile PropertiesProperty Name Example: Region Name
Source Example: System XYZ
Editable By Users Example: Editable By Users
Privacy Example: Everyone
Required or Optional Example: Optional
User Profile Property Planning Worksheet
#NHSPUG @RHarbridge
Property Tags and Knowledge MiningWhere are the tags?
•Outlook 2010 {Sent Items}•Sharepoint Server 2010
Control and Consent1. Auto find and publish to MySite to use {Least Conservative}2. Don’t Analyze Email {Most Conservative}
Office Resource Kit {http://blogs.technet.com/office_resource_kit/} 3. Analyze and upload (user consent at client)
Outlook ->Options ->Advanced
4. Consent on suggestions (user consent at server)
#NHSPUG @RHarbridge
Discussion Point: The way Yammer is currently integrated with SharePoint focuses on ‘replacing’ the SharePoint Newsfeed functionality. This is due to Yammer being ‘better’ than SharePoint Newsfeed in a variety of ways (with one caveat).
Nice Article On Yammer vs SharePoint For Microblogging - https://www.nothingbutsharepoint.com/sites/eusp/Pages/SharePoint-vs-Yammer-for-Microblogging.aspx
SharePoint ‘vs’ Yammer Newsfeeds
#NHSPUG @RHarbridge
Social Newsfeed
Mentions Improve Targeted Visibility
You can reference links, documents, videos, and
other content.
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Stay connected
Post updates to your newsfeed
Stay in sync with what’s happening
across the organization
Support for IOS devices
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Privacy SettingsUsers can ALWAYS
override admin settings
Simplified: Share w/ «Only Me» or «Everyone»
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How You Follow…
Find & Follow A Person
Follow Documents
Follow Embedded In Feed
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How You Follow…
Sites Are Easily Followed
Interest Driven Automatic Follow
Referencing Tags Does Not Infer Follow
#NHSPUG @RHarbridge
What Am I Following?
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Welcome Message
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Welcome Email Message
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Tags, Notes and Ratings
Demonstration
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Rating vs Liking
See Who Else Liked Something
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People SearchDemonstration
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Get Recommendations
Get suggestions on people to follow
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Search For People
52
Refine your search based on
keywords
Discover experts based on their
interests or past projects
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CommunitiesDemonstration
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Communities in 2013
All discussions roll-up
Members and reputations
Easy onboarding process
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Title
Posts and replies
Description
Navigation
Community Categories
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Community Postings
Rich Text Posts
Feature Posts
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Community Conversations
Mark As The Best Reply
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Community Owner Tools
Security Trimmed
Immediate Feedback
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Reputation & Badges
Configurable Reward Levels
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Reputation & BadgesGifted Badge
Support
Progress Information
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Find What You’re Looking For
62
Discover answers and take action
Search based on conversations
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Bonus! Implementing An Effective SharePoint Social Strategy
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8/19/2011Key User Profiles Are Populated
4/4/2011 6/1/2012
5/1/2011 6/1/2011 7/1/2011 8/1/2011 9/1/2011 10/1/2011 11/1/2011 12/1/2011 1/1/2012 2/1/2012 3/1/2012 4/1/2012 5/1/2012
7/1/2011 - 8/19/2011Governance Updates
7/23/2011Site Listing Created
8/10/2011Site Provisioning Process Finalized
8/19/2011Site Provisioning Globally Available
Site Listing Complete
8/19/2011 - 12/2/2011Team/Community Site Roll Out
8/5/2011 - 12/2/2011User Profile Roll Out
7/15/2011Social Strategy & Planning Complete
4/4/2011 - 7/15/2011Social Strategy Planning
12/5/2011 - 3/2/2012Implement IT Knowledge Base
8/29/2011 - 11/4/2011Pilot Leadership Blogs
7/22/2011 - 4/13/2012IS MySite Pilot
12/2/2011+30% Profile Completion
5/25/2012+50% Profile Completion
3/19/2012 - 4/13/2012Review & Implement Retention & Disposition Rules
11/4/2011MySite Branding Complete
8/29/2011Employee Policies Up to Date
1/13/2012Deploy Electronic Vacation Scheduling Organization Wide
2/17/2012Application & Business Leader Listing Available
Social Roll Out
Eight Considerations When Implementing SharePoint Social Capabilities
#NHSPUG @RHarbridge
Basic Profile Import
MySites Piloted
MySites Globally
Deployed
MySites Customized
Profiles Implemented
Custom Profile Fields
Profile
Fields Integrated With LOB Data
Users Can Edit
Profile Data With Write Back
To AD
Photos Updated
From Central Source
Profiles Presenta
tion Customiz
ed
Phase 1
Phase 2
Phase 3
Phase 4
My Sites & Profile Roll Out
Eight Considerations When Implementing SharePoint Social Capabilities
#NHSPUG @RHarbridge
Social Feature Roll Out
Phase 1
Less Than 50% Profiles Populated
Notes and Status Updates Infrequently Used
Community Sites Piloted
Wikis Piloted
Leadership Blogs Piloted
Discussion Boards Piloted
Tags & Notes Infrequent (Usage Low)
Ratings Piloted On Knowledge Base
Phase 2
Less Than 75% Profiles Populated
Notes & Status Updates Used Frequently By Early Adopters
Community Sites Globally Deployed
Wiki Sites Globally Deployed
Department Blogs Deployed
Discussion Boards Globally Deployed
Tags & Notes Adopted (Usage High)
Knowledge Base Initiating New Procedures/Policies
Phase 3
Close to 100% Profiles Populated
Notes & Status Updates Considered Cultural Norm
Communities Extended To External Participants
Wiki Spaces Extended To External Participants
Personal Blogs Deployed
Discussion Boards Leading To New Innovation Or Cost Savings
Tags & Notes (Expected)
Knowledge Base Podcasting & Media
Eight Considerations When Implementing SharePoint Social Capabilities
#NHSPUG @RHarbridge
Map To Business Objectives
Support Acquisitions
Provide Positive Work Culture
Highlight Exceptional People
Have Highly Effective Decision Making
Supporting Community
Customer Transparent Support
Leadership Personally Engaging w/ Customers
Internal Social Collaboration
User Profiles Personal MySites
Internal Social Networking
Communities Of Interest Communities Of Practice
External Social Authoring
Social CRM
Direct Relationship Indirect Relationship
Eight Considerations When Implementing SharePoint Social Capabilities
#NHSPUG @RHarbridge
Legitimate Causes For ConcernConcern Mitigating SolutionCorporate Embarrassment The most common reason for corporate embarrassment is lack of training on
management and executive teams (or their supporting staff). It’s important for the leader who creates a blog for example to also impose ‘approval’ on blog comments. These simple measures must not only be put into effect but they also must be understood and the users must understand how to use these features effectively.
Loss Of Intellectual Property & Trade Secrets
This is often dealt with by appending or amending existing intellectual property policies within employee manuals or employee agreements. The Intranet or any social technology should not be exempt from acceptable technology use practices and ethical/respectful employee behavior.
Another Potential Distraction It is important for management to support the platform but also to clearly explain why/when it should be used. Setting the expectation that this is a work technology (like email, or their web browser) is often the only effort necessary. To help make employee use more effective it can be extremely useful to provide training, guidance, and examples for how to use the technology in a work setting. Often using stories to illustrate this can go a long way (especially if they are based on the corporate culture, a real use of the tool, and particular to the business).
Another Entry Point for Viruses/Other Attacks
This is immediately mitigated by deploying or implementing an enterprise ready social technology. Many have constraints imposed to stop people from adding script as an example to status updates, discussion boards, tags, or embedded within other social content.
Employee Harassment This is often dealt with by appending or amending existing sexual harassment policies within employee manuals or employee agreements. The Intranet or any social technology should not be exempt from acceptable technology use practices and ethical/respectful employee behavior.
#NHSPUG @RHarbridge
Profile Sprawl Challenge?
Eight Considerations When Implementing SharePoint Social Capabilities
#NHSPUG @RHarbridge
No Anonymity In The Enterprise?
Eight Considerations When Implementing SharePoint Social Capabilities
#NHSPUG @RHarbridge
Unique Cloud Challenges…If you have SharePoint 2013 On Prem and a Office 365 SharePoint Online Instance…
How do you plan the social user experience?
Example: Following an o365 document doesn’t add it to your onPrem social feed, it would add it to the o365 data… Difficult hybrid scenario.
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Discipline and Processes
Eight Considerations When Implementing SharePoint Social Capabilities
#NHSPUG @RHarbridge
Samples of What to Measure– Number of completed user profiles– Number of connections per user– Cross posting of blogs, subscriptions to RSS and other feeds– Average number of participants with Wikis (also look at
distribution – Wikis with most participants vs. universe of wikis)
– Effective use on major projects– Reduction in e-mail (generally, on specific topics, corporate
noise)– Range of adoption (departments, topics)– Does a new policy or idea get adopted easier? – Search metrics: fewer similar queries=right information fasterEight Considerations When Implementing SharePoint Social Capabilities
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Understand Your Maturity
Microsoft: Enterprise Social Collaboraiton Progression Model - http://www.microsoft.com/enterprise/it-trends/social-enterprise/articles/Enterprise-Social-Collaboration-Progression-Model.aspx#fbid=I1J-B4XG2DS
#NHSPUG @RHarbridge
Understand Your Maturity
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Understand Your Maturity
http://www.sharepointmaturity.com/home.aspx
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Twitter: @RHarbridge Blog: http://www.RHarbridge.com Email: [email protected] Resources:
50+ User Adoption ActivitiesAdoption Activities 130+ SharePoint Standards SPStandards.com 35+ Governance Documents Governance Documents 100+ Downloadable Presentations SlideShare.com/RHarbridge
Thank YouOrganizers, Sponsors and You for Making this Possible.