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Change Management and User Adoption in Hierarchical Organizations:SharePoint Critical Success Factors Dux Raymond Sy, PMP, Innovative-E Marie-Michelle Strah, PhD, Aquilent October 16, 2010 Welcome to SharePoint Saturday DC – Federal Edition
Welcome to SharePoint Saturday DC – Federal Edition Thank you for being a part of the first SharePoint Saturday devoted to the Public Sector! Please turn off all electronic devices or set them to vibrate. If you must take a phone call, please do so in the hall so as not to disturb others. Feel free to “tweet and blog” during the session
Introductions Meet Dux www.meetdux.com @meetdux dux [AT] innovative-e.com Meet Michelle www.meetup.com/womeninspdc @cyberslate michelle DOT strah [AT] aquilent.com
Case Study – Supply Chain Implementation Who? JTF CAPMED What? Supply Chain Know your audience: BRAC: Base Realignment and Closure Joint Services (Army, Navy, Air Force) +  Department of Veterans Affairs Legacy systems migration and modernization Construction projects (joint military and civilian) JIT capital equipment provisioning Transition support Standardization (equipment and data) 4
Effective… Efficient… Organizational Goals
Stakeholders Client (Government) Leadership Facilities Management Clinical Informatics Patient Care Integrated Product Team (IPT) From hierarchy to “team of teams…” 6
Stakeholders (2)  IM/IT Division – “The Hub” Project Management Information System Legacy Systems (corporate/Government) Government Furnished Information Business Process Re-Engineering New technologies: MS Silverlight, MS SharePoint, RFID/Barcode COTS Integration SoS (System of Systems) SaaS (Software as a Service) Custom Development 7
Change Management Approach Consensus Building ,[object Object]
Operational
Tactical8
Change Management Approach (2)  ITIL Best Practices 9
Critical Success Factors – Project Plan
Critical Success Factors – User Adoption
Case Study – DoD/VA IPO Who? DoD/VA IPO What? Collaboration Platform Know your audience: VLER: Virtual Lifetime Electronic Record Seamless transition when personnel transfer from active duty to veteran status Stakeholders: Department of Defense  Veterans Affairs Health Providers 12
Why SharePoint? Why? Web-based and familiar to many of the participants Integration with typical artifact tools such as Word, Excel, PowerPoint, Visio, and MS Project Must be accessible through SSL VPN to external health provider partners Benefits Single version of the truth Traceability Reporting/Dashboard capable Quick, Organized, and Standardized Repository Flexibility to adjust to changing project phases, processes, and reporting requirements No special software on the client workstations across entities 13
Challenges Various stakeholders Restricted platform
Stakeholders JEC BEC HEC IPO VLER Executive Committee (EXCOM) VLER Senior Management Committee (SMC) Advisory Groups Project Coordination  Group Requirements Teams Strategy, PerformanceCommun Teams Technical Teams Business/Functional Issue Teams Data Teams 15
Change Management Approach Executive Buy-in  Address Low Lying Fruits (obvious pain points) ,[object Object]
 Reporting

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Change Management and User Adoption in Hierarchical Organizations: SharePoint Critical Success Factors

  • 1. Change Management and User Adoption in Hierarchical Organizations:SharePoint Critical Success Factors Dux Raymond Sy, PMP, Innovative-E Marie-Michelle Strah, PhD, Aquilent October 16, 2010 Welcome to SharePoint Saturday DC – Federal Edition
  • 2. Welcome to SharePoint Saturday DC – Federal Edition Thank you for being a part of the first SharePoint Saturday devoted to the Public Sector! Please turn off all electronic devices or set them to vibrate. If you must take a phone call, please do so in the hall so as not to disturb others. Feel free to “tweet and blog” during the session
  • 3. Introductions Meet Dux www.meetdux.com @meetdux dux [AT] innovative-e.com Meet Michelle www.meetup.com/womeninspdc @cyberslate michelle DOT strah [AT] aquilent.com
  • 4. Case Study – Supply Chain Implementation Who? JTF CAPMED What? Supply Chain Know your audience: BRAC: Base Realignment and Closure Joint Services (Army, Navy, Air Force) + Department of Veterans Affairs Legacy systems migration and modernization Construction projects (joint military and civilian) JIT capital equipment provisioning Transition support Standardization (equipment and data) 4
  • 6. Stakeholders Client (Government) Leadership Facilities Management Clinical Informatics Patient Care Integrated Product Team (IPT) From hierarchy to “team of teams…” 6
  • 7. Stakeholders (2) IM/IT Division – “The Hub” Project Management Information System Legacy Systems (corporate/Government) Government Furnished Information Business Process Re-Engineering New technologies: MS Silverlight, MS SharePoint, RFID/Barcode COTS Integration SoS (System of Systems) SaaS (Software as a Service) Custom Development 7
  • 8.
  • 11. Change Management Approach (2) ITIL Best Practices 9
  • 12. Critical Success Factors – Project Plan
  • 13. Critical Success Factors – User Adoption
  • 14. Case Study – DoD/VA IPO Who? DoD/VA IPO What? Collaboration Platform Know your audience: VLER: Virtual Lifetime Electronic Record Seamless transition when personnel transfer from active duty to veteran status Stakeholders: Department of Defense Veterans Affairs Health Providers 12
  • 15. Why SharePoint? Why? Web-based and familiar to many of the participants Integration with typical artifact tools such as Word, Excel, PowerPoint, Visio, and MS Project Must be accessible through SSL VPN to external health provider partners Benefits Single version of the truth Traceability Reporting/Dashboard capable Quick, Organized, and Standardized Repository Flexibility to adjust to changing project phases, processes, and reporting requirements No special software on the client workstations across entities 13
  • 16. Challenges Various stakeholders Restricted platform
  • 17. Stakeholders JEC BEC HEC IPO VLER Executive Committee (EXCOM) VLER Senior Management Committee (SMC) Advisory Groups Project Coordination Group Requirements Teams Strategy, PerformanceCommun Teams Technical Teams Business/Functional Issue Teams Data Teams 15
  • 18.
  • 21. Reporting Project Level Site Executive Level Site Workgroup sites hold content type lists that rollup to Project Level and Executive level sites without 3rd party parts. Workgroup Sites 17
  • 22. Ongoing Activities Remember to visit the Exhibit Area and Sponsors Look for the launch of the DC Women in SharePoint group during the closing ceremonies Talk with other SharePoint professionals in the “Ask the Experts” sessions
  • 23. Session Evaluation Please complete and turn in your Session Evaluation Form so we can improve future events. Presenter: Dux Raymond Sy, PMP and Marie-Michelle Strah, PhD Session Name: Change Management and User Adoption in Hierarchical Organizations: SharePoint Critical Success Factors