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SharePoint: Best Implementation Practices
SharePoint Adoption Source: AIIM Industry Watch SharePoint –Strategies and Experiences SharePoint is a Registered Trademark of Microsoft
Enhanced Collaboration Document Management Centralized search Integration into the work environment A better intranet SharePoint Uses SharePoint is a Registered Trademark of Microsoft
How it is Used Source: AIIM Industry Watch SharePoint –Strategies and Experiences SharePoint is a Registered Trademark of Microsoft
2007/2010 Scope Strategy Structure Migration Complementary Solutions Extensible platform SharePoint Challenges SharePoint is a Registered Trademark of Microsoft
Organizational Challenges Source: AIIM Industry Watch SharePoint –Strategies and Experiences SharePoint is a Registered Trademark of Microsoft
The Need for Best Practices "There is so much heat and so little light out there about exactly what SharePoint does and how it does it. We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration). There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'"  SharePoint is a Registered Trademark of Microsoft
AIIM: The Place to Learn The new AIIM SharePoint Certificate Program developed with Gimmal Group, is designed from global best practices among our 65,000 strong community Skill sets and best practices are identified by Education Advisory Groups in North America and Europe  Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010 Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master. SharePoint is a Registered Trademark of Microsoft
Program Structure Why? How? What? Use? SharePoint Practitioner SharePoint Specialist SharePoint Strategy Case Study The Practitioner and Specialist programs are available as both online and classroom courses The Strategy and Master programs are only available as classroom courses SharePoint is a Registered Trademark of Microsoft
SharePoint Specialist - Implement Implement Sustain Transition Assess Change Management Customization Documenting Requirements Information Gathering Strategy Integration Records Management Test, Train, Sustain Migration Business Case Governance SharePoint is a Registered Trademark of Microsoft
Assess Assess ,[object Object]
Quantify storage, volume, capacity and geography requirements
Understandinterviewing and what elements need to be gathered
Quantify technical, administrative and productivity benefits
Identify the business case areas justifying a SharePoint environment
Identify the level of effort and cost elements
Develop a content management strategy for SharePoint
Understand and communicate the scope/impact on business areas

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Share point best implementation practices

  • 2. SharePoint Adoption Source: AIIM Industry Watch SharePoint –Strategies and Experiences SharePoint is a Registered Trademark of Microsoft
  • 3. Enhanced Collaboration Document Management Centralized search Integration into the work environment A better intranet SharePoint Uses SharePoint is a Registered Trademark of Microsoft
  • 4. How it is Used Source: AIIM Industry Watch SharePoint –Strategies and Experiences SharePoint is a Registered Trademark of Microsoft
  • 5. 2007/2010 Scope Strategy Structure Migration Complementary Solutions Extensible platform SharePoint Challenges SharePoint is a Registered Trademark of Microsoft
  • 6. Organizational Challenges Source: AIIM Industry Watch SharePoint –Strategies and Experiences SharePoint is a Registered Trademark of Microsoft
  • 7. The Need for Best Practices "There is so much heat and so little light out there about exactly what SharePoint does and how it does it. We hear from many SharePoint users who thought they were buying an application (i.e., process automation ready to roll right out of the box), only to find they were really buying a platform (i.e., a powerful ECM platform, but requiring customization and integration). There is a critical need for SharePoint implementation best practices so that users can make platform decisions with the 'lights on.'" SharePoint is a Registered Trademark of Microsoft
  • 8. AIIM: The Place to Learn The new AIIM SharePoint Certificate Program developed with Gimmal Group, is designed from global best practices among our 65,000 strong community Skill sets and best practices are identified by Education Advisory Groups in North America and Europe Microsoft reviewed the program to ensure accuracy when describing possibilities with SharePoint 2010 Don't get left behind, - join the AIIM community of experts by becoming an AIIM Practitioner, Specialist or Master. SharePoint is a Registered Trademark of Microsoft
  • 9. Program Structure Why? How? What? Use? SharePoint Practitioner SharePoint Specialist SharePoint Strategy Case Study The Practitioner and Specialist programs are available as both online and classroom courses The Strategy and Master programs are only available as classroom courses SharePoint is a Registered Trademark of Microsoft
  • 10. SharePoint Specialist - Implement Implement Sustain Transition Assess Change Management Customization Documenting Requirements Information Gathering Strategy Integration Records Management Test, Train, Sustain Migration Business Case Governance SharePoint is a Registered Trademark of Microsoft
  • 11.
  • 12. Quantify storage, volume, capacity and geography requirements
  • 13. Understandinterviewing and what elements need to be gathered
  • 14. Quantify technical, administrative and productivity benefits
  • 15. Identify the business case areas justifying a SharePoint environment
  • 16. Identify the level of effort and cost elements
  • 17. Develop a content management strategy for SharePoint
  • 18. Understand and communicate the scope/impact on business areas
  • 19. Construct a reference architecture to identify projects/opportunities Information Gathering Strategy Business Case SharePoint is a Registered Trademark of Microsoft
  • 20.
  • 22. Identify categories of functional areas to document
  • 23. Review ability to comply with records management imperatives
  • 24. Communicate influences of enterprise compliance
  • 25. Identify SharePoint elements that meet compliance challenges
  • 27. Recognize appropriate responsibility for different usage, development, support, infrastructure issues
  • 28. Develop high level governance plan and program documentsRecords Management Governance SharePoint is a Registered Trademark of Microsoft
  • 29.
  • 30. Plan/design primary components for core capabilities of SharePoint
  • 31. Evaluate the buy versus build options
  • 32. Identify the risks/issues with configuration versus custom development
  • 33. Determine realistic resource requirements (human /machine) for development and support
  • 34. Identify legacy application integration requirements
  • 36. Identify strengths/weaknesses with integration to other content management platforms
  • 37. Identify/quantify types of content to be migrated to SharePoint
  • 38. Map data and data type from one system to another
  • 39. Validate migration for quality assurance
  • 40. Quantify and plan level of effort required for migrationImplement Customization Integration Migration SharePoint is a Registered Trademark of Microsoft
  • 41.
  • 42. Coordinate support, infrastructure, migration and training for effective rollout
  • 43. Develop a communication plan before, during and after implementation
  • 44. Ensure implementation meets user expectations
  • 45. Develop a disaster recovery plan
  • 46. Identify capacity changes and requirements for performance monitoring
  • 47. Ensure continued quality improvements on system and dataChange Management Test, Train, Sustain SharePoint is a Registered Trademark of Microsoft
  • 48. Online at www.aiim.org/sp Practitioner and Specialist 24/7 Access Master Instructor-led Classrooms Schedules and international locations found at www.aiim.org/sp Course Availability SharePoint is a Registered Trademark of Microsoft
  • 49. What Others are Saying "Often I have watched enterprises use chaos and complexity theory for the deployment of their SharePoint applications. The goal seems to be throw it out there, see if it sticks, and if it does, then let it self-organize. This may work very well for certain microbial colonies or ant colonies, but humans need guidance and direction. The new AIIM SharePoint Certificate Program provides the vision and roadmap to organize a SharePoint deployment around total efficacy. Without a knowledge of both best and worst practices, a SP administrator or project manager would have to spend months, possibly years trying to figure out a workable and successful strategy. This new program shortens the critical learning cycle and increases the immediate business value proposition for the enterprises in using SharePoint.” Michael Sutton, PhD., Assoc. Professor of Knowledge Mobilization Bill and Vieve Gore School of Business, Westminster College, Salt Lake City, UT SharePoint is a Registered Trademark of Microsoft
  • 50. Your Time to Act Join the AIIM community of experts Become a SharePoint Practitioner, Specialist or Master Understand market trends and opportunities Identify and demonstrate the business benefits of starting new projects Ensure progress by linking business strategy with a new vision and ways of working Understand global best practices for managing information assets Be recognized as an industry expert! Be an AIIM Designated SharePoint Practitioner, Specialist or Master! SharePoint is a Registered Trademark of Microsoft
  • 51. Questions? Visit aiim.org/sp To locate a classroom course near you Sign up for an online course – available 24-7 for 6 months Ask AIIM can deliver an in-house class for your organization by emailing training@aiim.org