The document discusses applying lean principles and an iterative development approach to SharePoint implementations. It emphasizes minimizing time to value through rapid experimentation and validated learning. Key aspects include building minimal viable products, obtaining early user feedback through interviews and usage data, and pivoting based on learnings to refine hypotheses and the solution. Risks include cultural resistance to this approach, over-engineering products, and breaking the feedback loop needed for continuous improvement.

1. presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414
09/20/2013
SharePoint &
The Lean Enterprise
Critical Factors for Accelerating Time to Value

2. Welcome & Introductions
Chrysalis | Business Technology Solutions
• Drive performance improvement through the strategic application of technology
• Business Process Optimization, Business Intelligence, SharePoint Application Development
• Business application implementation and management
• Specialization in Microsoft SharePoint
Dave Healey, Managing Partner
• 20 years industry experience
• Knowledge & Information Mgmt.
Andrew Hopkins, Principal Consultant
• 22 years industry experience
• Enterprise Information Management
Presentation Team

3. • Who are you?
• Name, Company, Title
• How are you using SharePoint today?
• What do you hope to get out of this session?
Welcome & Introductions

4. “Success is not delivering a feature;
success is solving the customer’s problems.”
– Mark Cook, VP Products
Kodak Gallery

5. The Lean Startup
Based on Lean Methodology
Scientific approach to
• A delivery model designed to
help discover and deliver on
customer needs
• Deliver a new solution under
conditions of uncertainty
• Get a desired solution into
customers’ hands faster
• Validated Learning

6. Ideas
Build
Product
Measure
Data
Learn
8
Build-Measure-Learn Feedback Loop
Minimize Total Time
Through The Loop

7. Idea, Build
• Experiment with
product and process
• Incremental / Disruptive
• Start small
9

8. Zappos
Hypothesis and Validated Learning

9. Idea, Build
• For internal users,
perform customer
discovery & interviews
• Identify users that
impact business metrics
• Start small
11

10. Transportation Safety Board
Vision
• More consistent, less complex information
management practices
• More efficient, effective, reproducible and defensible
analysis
• Better utilization of knowledge nationally
• Ability to find information and records in response to
any challenge
• Less expenditure at local levels on non-standard
software

11. Iterative, Validated Learning Approach
Business Process Reengineering
Business Process Reengineering
• Analysis and design of workflows and
processes within an organization
Mission
Work
Processes
Decisions Information Technology
Defines Executes Considers Employs
Accomplish Guides Supports Processes

12. Agile Modeling
Epics, Stories and Sprints
• Iteration 01
• E-Workspace
• Report Workflow and Production
• IS/IM Tools Re-Design
• Development and Configuration Management Tools
• Iteration 02
• E-Workspace
• Data/Information Collection Tools
• Investigation Milestone & Cost Tracking
• Corporate Information Management
• Iteration 03
• Report Production Workflow
• Fatigue Assessment Re-Design

13. TSB Information Gateway
Iteration 2

14. Idea, Build
• If you have User Stories,
add a hypothesis that
states the expected
outcome on a specific
metric
• Feed the learning back
into the product
backlog…
• Start small
16

15. • Cultural
• Budget constraints
• Internal resistance
Critical Factors
Risks to Success

16. Problem Solution Process
Known Known
Known Unknown
Unknown Unknown
18
Recognizing Opportunities for Lean
Waterfall, Agile
Agile
Lean

17. So Why SharePoint?
Pros
• Facilitates
experimentation
• Not Open Source
• Enables continuous
integration
• Broad base of skilled
resources
Not Pros
• Stack is resource heavy
• Not Open Source
• Requires proactive
management
• Ignoring / deferring
architecture is not a
best practice
19

18. Product, Measure
• Customer interviews
• Walkthroughs of
wireframes
• Minimum Viable Product
• Minimum you need to test
validity
• Some include Wireframes,
Landing Pages, CRPs, PoCs,
Concierge Product
• Iterate (Agile) from there
20

19. • Cultural
• Working forward from the technology instead of
working backward from the business results
• “Get out of the building.”
Critical Factors
Risks to Success

20. Code, Measure
• Decouple from your
existing brand
• Ensure the right
prototype fidelity
• If you experiment in
code, come back to:
• clean it up
• iterate
• productize
• refactor
22

21. • Cultural
• Wrong level of prototype fidelity
• Too little / No user input
• No validated learning
Critical Factors
Risks to Success

22. 24
Clarity, Insight & Learning
The Right Fidelity for the Right Audience

23. 25
Clarity, Insight & Learning
The Right Fidelity for the Right Audience

24. Explore Access Download FAQ Contact
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Notes
Clarity, Insight & Learning
The Right Fidelity for the Right Audience

25. Explore Access Download FAQ Contact

26. Explore Access Download FAQ Contact
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Explore

27. 29
The Live Site (Then)

28. SharePoint Lean Success
Business Management, Microsoft Interactive Entertainment Business
30

29. • Cultural / Engineering
• Lack of understanding of the platform
• Unwilling to refactor
Critical Factors
Risks to Success

30. Product, Measure
• Don’t release it to
everyone all at once
• Target specific cohorts
with a/b testing
• You cannot learn if your
feedback loops are
broken
• Just because you can
measure it, does not
mean you should
measure it

31. • Engineering
• Over-engineering
• Breaking the feedback loop
Critical Factors
Risks to Success

32. • Identity Federation – third party authentication
authority support and integration
• OAuth, OpenID, Shibboleth
• Integration with other systems
• Continuous Integration
(automated build, test, & deployment)
• Visual Studio vs SharePoint Designer
• Crippled “Build-Measure-Learn” feedback loop
“Don’t build what the customer isn’t asking for.”
34
Do Not Over Engineer
Critical Factors

33. SharePoint Architecture and Lean
Run the Wizard. Put It In Prod.

34. Balancing Speed against Stability
Aligning, Balancing, Realizing

35. The Importance of Application Architecture
Refactor Less. Deliver More.
• Building A Custom
Big Data Management
Application with
SharePoint Search
• Andrew (Andy) Hopkins
10:30 – 11:45
Baker

36. • Economic
• Licensing
• Cost containment
• Cloud options and impacts
Challenge
Risks to Success

37. Data, Learn
• Interviews
• Surveys
• Observation
• Web analytics
• Telemetry data
• System generated data
39

38. • Cultural
• Track the “right” metrics
• Beware “vanity metrics”
• Be prepared to “Pivot”
Critical Factors
Risks to Success

39. Pivot
• Change direction
• Change the model
• Formulate new
hypotheses
• Generate new ideas
41
Reboot
Forward

40. • Cultural
• Review and question your hypotheses
• No “sacred cows”
• Engineering
• Technology selection
• Design strategy
• Experiment to align customer & solution
Challenge
Risks to Success

41. Idea, Build
• Lather, Rinse, Repeat
43

42. Resources and Contact
Chrysalis Business Technology Solutions
SharePoint & Lean Development Presentation
• www.slideshare.net/dhealey27
Dave Healey
• dhealey@chrysalisbts.com
• @dhealey27
Don’t Touch That Dial
Building A Custom Big Data Management Application with SharePoint Search
• Andrew (Andy) Hopkins
• 10:30 – 11:45 in Baker

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&

44. 50
presented by
Dave Healey
dhealey@chrysalisbts.com
(206) 734-9414