Half-Day Tutorial Sunday, March 3 9:00 AM - 12:15 PM

1. BUSINESS CRITICAL
SHAREPOINT WORKSHOP
Platform Strategy. Governance. ECM. Information
Architecture. BCSP. BPM. Business Alignment.
Usability. ROI. LoB. SoR. SoE. What do these really
mean and where do you start?

2. BEN CURRY, MANAGING PARTNER
• Founding Partner of Summit 7 Systems, Inc.
• Summit 7 Systems Lead Architect
• Six time Microsoft® MVP for SharePoint Server
• CISSP, Microsoft Certified Trainer, CCNA, MCITP:
SharePoint Server
• Author of several SharePoint books by Microsoft
PRESSS
• Master SCUBA Diver Trainer
• Ben.Curry@summit7systems.com
curryben http://summit7systems.com/blogs/author/ben-curry/

3. OUR BACKGROUND
Summit 7 systems is a premier provider of consulting and implementation services specializing on the
Microsoft SharePoint Platform and FAST Enterprise Search.
» Summit 7 Systems was chosen by KMWorld Magazine as one of the top 100 Companies that Matter in Knowledge Management along with
companies such as Microsoft, Oracle and IBM.
» Summit 7 Systems was named to the 2011 and 2012 CRN Next-Gen 250 List as a company bringing innovative processes, methodologies and
models to the solution provider industry.
» Top 1% of Microsoft Partners Worldwide
» Summit 7 Systems was named #6 on the 2012 CRN Fast Growth 100 based on our 2009 – 2011 growth of over 930% per year.
» ~ 50% of Technical Staff hold US Government SECRET Clearances.
» Service Disabled Veteran Owned Small Business (SDVOSB).

4. PLATFORMS, SOLUTIONS & SERVICES
SOFTWARE PLATFORMS SERVICES
FAST Enterprise Search SharePoint QuickStart
SharePoint 2007 Information Architecture and Governance Development
SharePoint 2010 Upgrade and Migration
SharePoint 2013 Branding and Design (User Experience)
Office Platform Web Content Management Design and Deployment
Sitecore
SharePoint Search
Custom Workflow or Web Part Development
SOLUTION AREAS InfoPath Forms and Workflows
SharePoint Platform Solutions Performance Baselines and Best Practices Optimization
Enterprise Search Mapping Business Process to Software Platforms
Enterprise Content Management Cloud Services Design and Provisioning
Internet / Web Content Management
Remote Support Contracts
Extranet Solutions
Compliance Quickstart
Intranet Solutions
Business Process Management
Enterprise Project Management
Exchange Server

5. COMMERCIAL PAST PERFORMANCE
MEDICAL/PHARMA FINANCE ENERGY/CHEMICAL EDUCATION MANUFACTURING
University of Utah Medical OneWest Bank Otter Tail Power Kentucky Community and Hawker-Beechcraft
Center Technical College System
BBVA Compass Nova Chemicals Kimberly-Clark
St Jude Children’s Research Texas A&M University,
Hospital WellPoint Champion Technologies Qatar Coca Cola Bottling
Consolidated
Nektar Therapeutic Bank Independent QuikTrip UNC-Charlotte
SC Johnson
Pfizer Kraton Escola de Sao Paulo, Macau,
China Nucor Steel

6. STATE & LOCAL PAST PERFORMANCE
MINNESOTA CITY OF COUNTY OF
ALABAMA KENTUCKY COMMUNITY & GALVESTON
DEPARTMENT OF CHARLOTTE, SANTA CLARA,
MEDICAID TECHNICAL COLLEGE SYSTEM COUNTY, TEXAS
TRANSPORTATION NORTH CAROLINA CALIFORNIA
1 Year 14 Months Strategy and Governance 18 Months
Employee Portal 4 Months 8 Months
902TS Professional AvePoint DocAve SharePoint 2007 to
Services Contract Holder Architecture, SharePoint 2007 to SharePoint 2010 SharePoint 2010 Migration SharePoint 2010 SharePoint 2010
Implementation and Migration Extranet Requirements, Requirements, Design
SharePoint 2007 to Support SharePoint 2010 Public Planning and Design and Implementation
BPOS-Dedicated SharePoint 2010 to SharePoint 2013 Farm Branding, Custom
SharePoint 2010 Operations and Migration Development and Website
Migration Maintenance through Buildout
AnchorPoint Business Process Automation
Business Data Catalog Operations and
Development Project Management Office Maintenance through
AnchorPoint
SiteCore Web Content Management
Operations and Maintenance through
AnchorPoint

7. FEDERAL PAST PERFORMANCE
NATO MEADS
REDSTONE TEST MISSILE DEFENSE SPACE AND MISSILE DEPARTMENT OF INTERNAL REVENUE
MANAGEMENT
CENTER AGENCY DEFENSE COMMAND VETERANS AFFAIRS SERVICE
AGENCY
Sub to ERC and Bering Sub to Boeing, SRA Sub to ASD Sub to KAI Global Sub to Dell / Quest Sub to Dell / Quest
Straits Information International and Software Software
Technology Trident Group 2 Months 5 Months
9 Months 9 Months
22 Months 10 Months
Custom Workflow SharePoint and K2
Quest SharePoint SharePoint 2007 to
Information Architecture Information Architecture Development Workflow Development
Toolset Requirements, SharePoint 2010
Development Development / Troubleshooting
Design and Migration
SharePoint Branding and Implementation
System Stabilization SharePoint Logical and UX
SharePoint 2010 Physical Architecture
Migration
Dashboarding and
Business Intelligence

8. The fastest growing Microsoft server
in company history
65,000 customers
>700,000 developers

9. Inefficient processes
Business-critical data stuck
among disconnected
in siloed systems
teams
Different vertical
Business users with no
applications used by
direct access to vital data
different teams

10. AGENDA
What is Business Critical SharePoint (BCSP) ?
Why do I want BCSP and what are the challenges?
Understanding Your Platform Decision Paths
BCSP Technical Architecture
BCSP Conceptual Design
BCSP Logical Architecture

11. UNDERSTANDING YOUR
DECISION PATHS

12. SOLUTION REQUIREMENTS VARY DEPENDING ON ROLE:
Executive Buyers care about STRATEGIC IMPACT and understand the role of process as an
enabler of better CUSTOMER ENGAGEMENT
Janet – CEO
E
“Customer Satisfaction and
experience is important”
Solution Buyers
Mr. Chang – VP Sales Need resolution of a
Technologists
“Time to Revenue is specific industry or
Need resilient
killing me” horizontal process
technical
problem
architecture that’s
cost efficient and Jim – CIO
BPM“Standardization is key,
Naturals
maintainable
but so is flexibility”

13. DECISION PATHS
Is SharePoint directly
Is SharePoint critical to your
supporting executive
daily business operations?
strategy?
• Process Improvement • Critical content management
• Operational Efficiency • Web Site
• Customer Onboarding &
• Business Intelligence Portal
Sustainment
• Sales and Delivery • Case Management / BPM
• Claims Processing Platform

15. WHAT IS BUSINESS CRITICAL SHAREPOINT?
SharePoint is an SharePoint is
SharePoint IS integrated with
your critical application
layer for other other critical
business critical business business
platform platforms systems
ECM
BPM ECM
WCM BI
Social/Collab
Social/Collab WCM
BI Search
Search

16. ORGANIZATIONS RECEIVE INFORMATION IN MANY KINDS OF
DOCUMENTS
FINANCIALS
Invoices
CUSTOMER SERVICE Cash receipts
Correspondence Tax documents
New accounts Proofs of delivery
Address changes Expense accounts
Service requests
Inquiries HR
Application forms
SALES Resumes/CVs
New orders
Benefits forms
Contracts
Healthcare forms
Proposals
Forecasts AND…
Insurance claims
CORPORATE Loan applications
Correspondence Accident reports
Litigation Patient records
Contracts Policies
Proofs of residence
Regulatory Documents

17. WHY BUSINESS CRITICAL SHAREPOINT?
Lower licensing and maintenance costs than traditional “BIG ECM” systems
Rich client Integration
› Mobile, Desktop, Cloud, Collaboration
Re-use of technology
› Use existing knowledge and lessons learned for Collaborative, mid-range SharePoint
implementations
Leverage existing skills and education
› Single Business Critical Platform for
• ECM, WCM, BPM, BI and Social
› Lowers cost of maintenance by re-use of skills and support

18. BCSP 101
• Deliberate, purpose-built SharePoint platform
• Communicate with the business and fully understand their
requirements
• Decide what part of the stack will be business critical
› Web Content Management
› BPM / Case Management
› Document Management/ECM
› Social/Collaboration
› Project Management
› Extranet
Cloudy?

19. CHALLENGES OF IMPLEMENTING STRATEGIC SHAREPOINT
Higher cost than often perceived…but:
› Truth: Still much less than classic “BIG ECM” systems
Migration from legacy systems can be difficult and expensive
Professional Services costs rarely change
› But HUGE savings in licensing, software maintenance
› Much more robust and flexible software platform
20

20. Collaboration
and Social
Business
Process
Management
THE SHAREPOINT DILEMMA
Enterprise
Content
Management &
Governance and Security
Search
Usability and Adoption
Insights and
Composites

21. Top-Down (Business Executive Support)
Executive Pet Projects
Process Improvement • Commitment usually based on global,
• Commitment by single authority or very Full Scope Projects
strategic needs.
small group of CMO / PMO
individuals
Sales & Delivery gain •Strategy alignment w/information architecture,
Unusual to have SharePoint defined as
• Make their project “shine” to governance, taxonomy, process management,
Start Small
Customer Onboarding strategically necessary by CEO
Start Big
credibility to move bigger
ECM Migration • Know your place.ECMusually not here.
It’s
Electronic Health Records / SOX Compliance
Records Management • Must be some level of commitment by the
• Team or Department level commitment
Small to Mid-size Projects organization to enableSearch
Enterprise system-wide usage
• Work to find Top Down/Start Small Pet
Departmental/Division ECM of SharePoint features Management
Enterprise Content
Project to move up
Performance and Capacity Mgmt • Bear in mind- you have higher visibility than
Migration & Upgrades
• Work to generalize adoption to move bigger
Collaboration & Social you think
Bottom-Up (Business User or IT Driven)

22. BALANCING ACT

23. WHY BUSINESS CRITICAL SHAREPOINT?
Lower licensing and maintenance costs than traditional “BIG
ECM” systems
Rich client Integration
› Mobile, Desktop, Cloud, Collaboration
Re-use of technology
› Use existing knowledge and lessons learned for Collaborative, mid-
range SharePoint implementations
Leverage existing skills and education
› Single Business Critical Platform for
• ECM, WCM, BPM, BI and Social
› Lowers cost of maintenance by re-use of skills and support
24

24. CHALLENGES OF SELLING STRATEGIC SHAREPOINT
Higher cost than often perceived…but:
› Truth: Still much less than classic “BIG ECM” systems
Migration from legacy systems can be difficult and expensive
Professional Services costs rarely change
› But HUGE savings in licensing, software maintenance
› Much more robust and flexible software platform
25

25. SHAREPOINT IS AN INDUSTRY LEADER
Site/Portal
Communities/ •
Search
Real Scalability
Social • Real Resilience
• Robust ECM Features
SharePoint • Improved Records Management
Composite ECM
Applications
Business
Insights

26. GARTNER GAPS
SharePoint has no BPM or Case Management natively
› Only workflow
SharePoint has limited permissions, roles, business
rules, and auditing capability
› DeliverPoint, AvePoint and ControlPoint
Limited geographic replication
Easy RBS
27

27. PLATFORM GAPS (CONT’D)
Backup and Restore
Migration
Governance
28

28. BPM FOR “ROUTINE” BUSINESS PROCESSES
Routine Processes Process is well-defined upfront, i.e. at “design time”
Will run from start to finish as designed
Decision logic is specified clearly in business rules
Rule evaluation is automated
Embedded processes are invoked according to design
Execution can only follow the steps specified by the
process designer(s)

29. BUT SOME PROCESSES CANNOT BE SET IN STONE...

30. BPM FOR “UNPREDICTABLE” BUSINESS PROCESSES
BPM can handle unpredictable work
Unpredictable Processes BPM provides ‘process fragments’ available to
A choose from
Relevant fragments are chosen by a case
Budget
Role worker when case is “in-flight”
B
Data
Cost
Selection not mandated in advance
Resource
“Standard” path can be overridden
C
Case Workers can create “ad-hoc” tasks not
pre-defined
Routine and Unpredictable processing is
D
combined to meet the case’s goal

31. BPM Software has evolved beyond “command and control”
ROUTINE PROCESSES UNPREDICTABLE PROCESSES
Pre-defined processes Each case is different
Employee Admin Claim Processing Underwriting
Little or no worker discretion Placement
Involves human judgement and discretion
Invoicing Complaint Management Investigation Management
Highly controlled Involves knowledge workers
Purchasing
Helpdesk Goal driven New Product Development
Can be easily automated
Customer Service Provisioning
COMMAND AND CONTROL SENSE AND RESPOND
 Consistency of Execution  More Agile Processes
 Enforcement of Policy  Productivity for Knowledge Workers
 Compliance to Regulation  Case-by-case Responsiveness to Customers
 Productivity through standardization  Faster Time-to-Market
 Visibility of Standard Process  Short Process Improvement Cycle
 Automation of Work Flow  Empowerment of Workforce

32. CONCEPTUAL DESIGN
Aligning with and supporting the Business

33. UNDERSTANDING THE STAKEHOLDERS
•Identify the stakeholders
•Group Stakeholders
•Understand their needs as a
group
•Target each group for their
respective stakeholder
groupings
•People within each group
often perform very similar
tasks no matter the job

34. STAKEHOLDER QUESTIONS
Purpose Inputs/Suppliers
• Why does this process exist? • Where does the information or material you
• What is the purpose of this process? work on come from? Who are your suppliers?
• What is the outcome? • What do they supply?
Outputs • Where do they affect the process flow?
• What product does this process make? • What effect do they have on the process and
• What are the outputs of this process? on the outcome?
• At what point does this process end?
Process steps
Customers • What happens to each input?
• Who uses the products from this • What activities take place?
process?
• Who are the customers of this process?

35. COMMUNICATE,
COMMUNICATE,
COMMUNICATE!

36. TRY AN OFFLINE CLIENT FOR STAKEHOLDER ADOPTION
Take the guesswork out of DM
› Client compatibility issues
› “OHS”, “PEBCAK”, and ID10T errors
Can addresses SLA concerns
Reduces perceived latency

37. BALANCING STAKEHOLDER NEEDS
Business Needs Employee Needs
(top down) (bottom up)
Structure Aggregation/Reporting needs are Need to know where to
inefficient. store their stuff
Consistency Same repetitive process Consistent Navigation, and
user experiences
Integrity Data must be good Trust that “your”
information will still be
there when you get back
Usability Easy to find information Easy to store and find
information
Adaptability ROI that snowballs Want a system that works
Technology is flexible to for them the way “they”
accommodate future pain points work
The key is to find the right balance…

38. IDENTIFY CRITICAL COMPONENTS OF BCSP
Scan & Capture
Enterprise Content Management
Business Process Management / Case Management
Web Content Management
Service Applications such as BCS, Excel Services, PerformancePoint,
User Profiles/Social, and Enterprise Search

39. RESILIENCY…
NOT JUST HIGH-AVAILABILITY

40. RESILIENCY
Not just High Availability
SharePoint has big advantage over “other” big ECM solutions
Logical Architecture can be resilient…Technical Architecture can be
resilient…Conceptual model will be resilient
SharePoint can adapt to changing requirements while preserving it’s
core purpose
› preserving adaptive capacity
…But only if the core purpose and design is kept simple

41. FLEXIBILITY AND ADAPTABILITY
Parts can be de-coupled from the whole
Segmented/Isolated SLAs within a single technology
platform
› Same staff
› Same 3rd party products
› Shared knowledge and learning
Cloud and Hybrid-cloud enabled

42. Caution: As we move deeper in the business side, there is more
Room for finger-pointing and “blame the consultants”
Dysfunction in the business surfaces as
dysfunction in SharePoint…but
Summit 7 Systems gets the blame!
* Capturing and communicating Risks and Issues reduces the blame game.

43. INFORMATION ARCHITECTURE 101
High-level Fundamentals

44. ECM STORAGE HIERARCHY

45. ECM SUCCESS
•People
• Taxonomy
• Bi-directional Influencers
• Consideration of stakeholder needs
•Process
• Easy to start People
• Easily Repeatable
• Manageable
• Flexible Process Technology
• Encourage improvements
• Adaptable to future needs
•Technology
• Custom Code
•
•
Enterprise Search
Multi-MMS Environment
ECM

46. LEVERAGING TECHNOLOGY AND PROCESS
•Competing Needs
• Business = Standardization
• Employee = Freedom
Governance
•Meet in the middle Structured Driven
Data (taxonomy)
• Freedom with
managed
constraint metadata
•Technology and Process User Driven
play referee Unstructured Data (Folksonomy)

47. CRITICAL INFORMATION ARCHITECTURE SUCCESS FACTORS
Clear Definition as to Current and Future State
Open Architecture that is covering all stakeholder and business bases
Clearly defined Governance roles and responsibilities
Architecture accommodates small and large business projects across regional and
organizational boundaries
System and Enterprise Visibility
Sustainment process that lowers the total cost of ownership
Solid monitoring and CooP Strategy
Consider tiered logical architecture
Consider tiered services architecture

48. CRITICAL INFORMATION ARCHITECTURE SUCCESS FACTORS
Clear Definition as to Current and Future State
Open Architecture that is covering all stakeholder and business bases
Clearly defined Governance roles and responsibilities
Architecture accommodates small and large business projects across regional and
organizational boundaries
System and Enterprise Visibility
Sustainment process that lowers the total cost of ownership
Solid monitoring and CooP Strategy
Consider tiered logical architecture
Consider tiered services architecture

49. EXAMPLE TIERED LOGICAL
ARCHITECTURE
Managed
Metadata 1
https://critical
Enterprise Human Employee
Search Resources BI Portal
Managed Portal
Metadata 2 /sites/
Customer
Legal Sales Marketing Claims Onboarding
Performance
Point
/sites/
http://teams
User Profiles
Projects 1 Consider2Moving
Projects IT 1 IT 2 Building Maintenance
To the Cloud
/site/ Newsfeed
BCS https://MySites
Ben Mark Sabrina Content
Secure Store
Profile
Vendor Vendor Partner
http://extranet

50. EXAMPLE ONE-SIZE
ARCHITECTURE
Managed
Metadata 1
https://portal
Enterprise
Enterprise Human Employee
Search
Search Resources BI Portal
Managed Portal
Metadata 2 /sites/
Customer
Customer
Legal Sales Marketing Claims Onboarding
Onboarding
Performance
Point
/sites/
http://teams
Projects 1 Projects 2 IT 1 IT 2 Building Maintenance
User Profiles
/site/ Newsfeed
BCS https://MySites
CEO Mark Sabrina Content
Secure Store
Profile
Vendor Vendor Partner
http://extranet

51. EXAMPLE ONE-SIZE
ARCHITECTURE
Managed
Metadata 1
https://portal
Enterprise
Enterprise Human Employee
Managed
Search
Search Resources Portal
Metadata 2 /sites/
Customer
Customer
Onboarding
Onboarding
/sites/
http://teams
Building Maintenance
User Profiles
/site/
https://MySites
CEO

52. GOVERNANCE STRATEGY

53. GOVERNANCE
Mitigates Organizational Risk
› Ensures executive support
› Enforceable policies
Consider technical governance plan for farm
Consider Site Owner/SC Admin governance plan
› Don’t create one “uber” governance plan!

54. GOVERNANCE STRATEGY
End-
user
Governance Needs Social
• Communication Targeted Audience Community
• Support Communication Hubs
• Training
Site
Coll.
Admin

55. GOVERNANCE HUBS
Site Owner Social Hub
End User Social Hub

58. TECHNICAL GOVERNANCE COMMITTEE
•New Server Farm (ConfigDB)
•Disaster Recovery, Coop, and service level
changes
•Web application additions
•Web application Policies additions or deletions Governance Committee
Key •New Service Applications Business Critical
Decisions •3rd Party Products Project Owner
Stakeholders
•Custom Code Critical
SP BPM
•Records and Policy Changes Lead
ECM Lead BA Lead Process
Team Owners
•Any high level information architecture
modifications
•Site collection structure template changes
•Track system enhancement requests

59. CRITICAL SUCCESS FACTORS
•Clear Definition as to Current and Future State
•Open Architecture that is covering all stakeholder and
business bases
•Architecture accommodates small and large business projects
across regional and organizational boundaries
•System and Enterprise Visibility
•Sustainment process that lowers the total cost of ownership

60. INTEGRATING CAPTURE /
CAPTURE-ENABLED BPM
A Real World Approach for
Implementation Success

61. THE CHALLENGE OF PAPER
Amount of important documents
62% still archived in paper form*
Organizations that have deployed
16% content capture**
12 Pages printed from mobile devices
billion in 2010***
* CNN Tech – March 2010
** AIIM, November 2010
*** The Independent – October 2010

62. MAKE EACH PROCESS CONNECTED, SECURE & COMPLIANT
Simplicity for the user
Single chain of custody
Images processed inflight
One set of business rules
Central administration
Full monitoring & reporting

63. SHAREPOINT IS IN THE BIG LEAGUES
FINANCIALS
Invoices
CUSTOMER SERVICE Cash receipts
Correspondence Tax documents
New accounts Proofs of delivery
Address changes Expense accounts
Service requests
Inquiries HR
Application forms
SALES Resumes/CVs
New orders
Benefits forms
Contracts
Healthcare forms
Proposals
Forecasts AND…
Insurance claims
CORPORATE Loan applications
Correspondence Accident reports
Litigation Patient records
Contracts Policies
Proofs of residence
Regulatory Documents

64. CLASSIFICATION AND EXTRACTION
1. Document automatically classified as a
timesheet
2. Based on classification, correct data is
automatically extracted
3. Text can be machine generated or
handwritten
4. Converted to PDF and
imported to SharePoint
5. Column data populated
automatically
6. Additional data extracted
into a tab delimited file for
ERP

65. PROCESS AUTOMATION IN SHAREPOINT
Content Organizer Rules
› Set rules that act on content placed in the
drop-off library
› Rules are triggered based on column data
populated by Kofax
SharePoint Workflow
› Automatically trigger workflows upon
creation of new document types
› Make decisions based on column data
populated by Kofax

66. CAPTURE-ENABLED BPM VALUE PROPOSITION
Reduce costs through touch-less processing
Speed processing through automated processing
Increase information & data quality
Make content smarter and more actionable
Enhance compliance & governance
Automate what were previously paper intensive processes
Enable knowledge workers and reallocate resources as processes are streamlined
Realize an easily quantified ROI of less than 1 year

67. BCSP TECHNICAL ARCHITECTURE
Thoughtful requirements, design, implementation, and
operational support

68. ENVIRONMENTAL CONSIDERATIONS
SharePoint is only as robust and resilient as the environmental
dependencies of the platform:
• Storage
• Network
• Database
• Authentication
• Monitoring and platform Analytics
• Virtualization and physical hardware
• Hosting / Cloud Provider SLAs
• Perimeter security and remote access providers

69. WEB APPLICATION ARCHITECTURE: OVERVIEW
http://portal.contoso.com
Site Site Site Site
Collection Collection Collection Collection
Content Content Content
Database Database Database

70. WEB APPLICATION ARCHITECTURE: RESILIENCE AND
ROBUSTNESS
http://portal.contoso.com
Site Site Site Site
Collection Collection Collection Collection
SQL Content Content Content
Web Servers
Database Database Database
Server

71. SERVICE APPLICATION ARCHITECTURE: OVERVIEW
Web Application
Service Application Proxy
Service Service Service
Application Machine
Instance
Machine
Instance
Service Instance Service Instance
SQL Database

72. Discovery & Requirements

73. FIRST RULE IN DISCOVERY:
DON’T MAKE ASSUMPTIONS
Does your dog bite?
No? Ok…ouch!! I thought you said your dog didn’t bite?!!
“That’s not my dog”

74. EXISTING SYSTEMS AND DOCUMENTS
•Project Management Plan
•Process Improvement Plan
•File / Records Plan
•ECM Platforms and Governance Plans
•Collaboration Platforms
•Workflow / BPM Products
•BI products
•Executive Vision and Strategy (look around on the walls...)
•Other systems' governance plans
•Organizational Chart for your company/organization
•Any outside sources that have already been identified as integration needs
•List of applications/file types
•Employee Responsibility and Usage Policy

75. INFORMATION ARCHITECTURE DISCOVERY
•Know Your Audience
• Create discovery templates for at least three audiences:
1. Stakeholders / Moneybelts
2. Business Managers and Users
3. Information Technologists

76. DISCOVERY – KNOW YOUR AUDIENCE
Executive Question: “Is a shared understanding of the problem more
important than setting strategic goals?”
Business User Question: “Do you guys 'wing it' or do you have a
defined process“
Both questions drive discovery of the same design principle:
Do we have a defined strategy for building the
collaborative model?

77. INFORMATION ARCHITECTURE DISCOVERY
Culture
•Why?
• Any technology implementation that doesn’t align with
corporate culture will most likely FAIL.

78. INFORMATION ARCHITECTURE DISCOVERY
Culture
•How?
• What do you do for fun?
• How long have you worked here?
• What drives you crazy about your job?
• What do you love about your job?

79. INFORMATION ARCHITECTURE DISCOVERY
Collaboration & Communication Paths
•Why?
• Usability
• Governance
• Security

80. INFORMATION ARCHITECTURE DISCOVERY
Collaboration & Communication Paths
•How?
• What are your best sources of information outside of your
team?
• By percentages, how much of your daily interaction is with: Your
Team or Department / The Entire Organization / Outside the
Organization
• Where is your team located?

81. INFORMATION ARCHITECTURE DISCOVERY
Processes and Enterprise Content Management
•Rarely can we separate the two
• Almost all content is tied to a process
• Map the process and you’ll know how to manage the content

82. INFORMATION ARCHITECTURE DISCOVERY
Governance
•Why?
• Confidentiality
• Service Levels
• Operational Efficiency
• Usability

83. INFORMATION ARCHITECTURE DISCOVERY
Governance
•How?
• Who authorizes access to content?
• How are processes patterned and managed?
• Do you have an SLA?
• Who will manage what?
• Is this policy enforceable?
(IF NOT – Throw it out!!)

84. COMPLIANCE USUALLY WINS 
•Regardless of the impact to effective collaboration,
compliance usual over-rides common sense
• Oops, I meant to say priorities!

85. APPROACH TO SUCCESS
Define Success!
Engineer for those who care
Align with a strategic initiative
Expand executive support through tech re-use
Quickly identify Point vs. Enterprise Solution
Communicate, Communicate, Communicate!
Awareness->Desire->Knowledge->Ability->Retention