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Ten Steps to Creating a SharePoint Support Model Geoff Evelyn

Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

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There is nothing like a smoothly running SharePoint support environment but is that possible? In creating a great support SharePoint environment helps foster great user adoption and great SharePoint champions. This presentation attempts to show a strategic approach where the questions to be answered on how to build a true support model for SharePoint be based on “What has to happen, why and where?”, and attempts to describe a basic support model of ten key steps; from knowing what resources make up your SharePoint environment to keeping in contact with customers.

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Page 1: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating a SharePoint Support Model

Geoff Evelyn

Page 2: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

“Good Customer service should be non-negotiable and service providers shouldn't hide behind self-service tools and technology when it comes to knowing their products and taking care of their customers”

“It takes 12 positive customer experiences to make up for one negative experience” (Parature)

“70% of buying experiences are based on how the customer feels they are being treated“ (McKinsey)

IDENTIFYING THE PROBLEM

“89% of customers have stopped doing business with a company after experiencing poor customer service” (RightNow Customer Experience Impact Report)

Page 3: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

In this session we will solve the problem• Practical techniques for creating first class SharePoint

support environments

• Strategic and Measured approach for the creation of a support model

• Ten key steps in building support built on• What needs to happen?• Why does it need to happen?• Where should it happen?

Page 4: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn
Page 5: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• Identify Staff Capability• Current Skills• Required Skills

• Build an Inventory– Map SharePoint– Map Integration Services– Infrastructure– Contacts

Page 6: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 7: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

A SharePoint Customer is anybody who consumes what they perceive you have produced…

Whether or not the customer’s perception is correct…

Whether or not you had produced it…

Whether or not you had intended to produce it…

What is a Customer?

Page 8: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• Build the Customer Map• Identify Customer

Importance• Language

Chief Executive

CorporateExecutive

Communications

Procurement

HelpDesk Operations

SharePoint Support

Finance

Strategy

Engineering

D = Decision makerI = InfluencerC = ConsentP = Player (target for Training)

+ = Positive attitude- = Negative attitudeO = neutral attitudeI = attitude unknown

+D

-I

+C

?D

?D

+I

? I/P

+ + D

?C/P/I

Legal

+ + D

Page 9: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 10: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• Market SharePoint Support• Establish Call Procedures• Setup Training and

Awareness Channels

Page 11: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 12: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• Confirm where ownership of request lies• Chart the work and showcase• Ensure Customer feedback

Page 13: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 14: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• 360 degree feedback• Use UAT to confirm

success• Analyse Failures and

Successes• Be Proactive!

Page 15: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 16: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• Justify ROI• Time taken to solve• Lost user productivity

• Record resolutions• How Do I• FAQs

• SharePoint Helpdesk 2013

Page 17: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 18: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• Build Business Rules• Policy aids Standards

• Establish or use existing Change Control Mechanisms• Develop Statement of

Operations

Page 19: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 20: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Solutions

Priorities

Quality surveys

Enquiries

Solutions

Complaints

Impressions

Complaints

THE OUTSIDE WORLD

USERS

HELPDESK

SHAREPOINT RESOLVERS

Results

Resource requests

Influencer marketing

Results

Resource requests

Commercial pressures

SUPPORT ADMIN

Commercial pressures

• Get Out and Mix• Create Channels and

Utilise• Evangelise your

Support offerings• Learn Customer

Language

Page 21: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 22: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• Don’t just Survey everyone• Carry out Random Phone

Polling• Consider Participation

Rewards• Conduct and LISTEN to

what people say

Page 23: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 24: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

• Review and Schedule• Repeat steps 1 to 9

• Be aware of the solution delivery model

Page 25: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Ten Steps to Creating SharePoint Support

Page 26: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

Summary• Customer Centricity is key to support delivery• Support Model should ultimately achieve enhanced

User Productivity• Support is not just for Problem Solving, it’s for

continuously anticipating and enhancing the user experience

Page 27: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn
Page 28: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

ResourcesBOOKS:

• SharePoint 2013 User Adoption and Governance, Chapter 8

• Managing and Implementing SharePoint 2010 Projects

Other ResourcesSharePoint 2013 Helpdesk Site Templatehttp://www.sharepointgeoff.com/sharepoint-2013-helpdesk-site-available/

Starting off a successful SharePoint Platform Support modelhttp://www.sharepointgeoff.com/starting-off-a-successful-sharepoint-platform-support-model/

7 ways of identifying a Super-Duper SharePoint Support Personhttp://www.sharepointgeoff.com/7-ways-of-identifying-super-duper-sharepoint-support-person/

How much knowledge do you have to support SharePoint?http://www.sharepointgeoff.com/how-much-knowledge-do-you-have-to-support-sharepoint/

Office365 Support Offeringhttp://technet.microsoft.com/en-us/library/office-365-support.aspx

Page 29: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

thank you.

SHAREPOINT AND PROJECT CONFERENCE ADRIATICS ZAGREB, 10/15/2014 - 10/16/2014

It’s SharePointGeoff!• Home: http://www.sharepointgeoff.com• Email: [email protected]• Twitter: @geoffeve• Yammer: Geoff Evelyn• Been using SharePoint since 2003 !• 3 x SharePoint MVP• Author:

• SharePoint 2013 User Adoption and Governance• Managing and Implementing SharePoint 2010

Projects • M.O.S SharePoint 2010 Study Guide• Co-Author M.O.S Microsoft Office 2010 Study Guide

• Institutions:• Analysts and Programmers• Information Management Systems• Engineering Technology• Chartered Institute of Information Technology

Page 30: Ten Steps to Creating a SharePoint Support Model - Geoff Evelyn

questions?

Questions?