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Don’t Curb Their Enthusiasm
Navigating from Local Applications to
SharePoint as an Enterprise Platform


         Dux Raymond Sy, PMP
           Managing Partner




                                        1
Presentation Objectives	
  

             In this presentation, you will learn the essential components of
             successfully delivering SharePoint as an enterprise platform

              In addition, you'll learn key techniques in:
                         Gaining executive buy-in for SharePoint projects
                         Proper planning and appropriately managing expectations
                         Engaging the business for better adoption
                         Defining organizational SharePoint readiness
                                                              	
  
                          Iterative release of SharePoint solutions




Twitter: @meetdux #sharefest                                                        2
Dux Raymond Sy, PMP

                                 Managing Partner, Innovative-e

                                 Author, “SharePoint for Project Management” by O’Reilly Media

                                 Course Author, Learning Tree International

                                 For more information, connect with Dux

                                     E-Mail: dux.sy@innovative-e.com

                                     Twitter: twitter.com/meetdux

                                     LinkedIn: meetdux.com/li

                                     Blog: meetdux.com


Twitter: @meetdux #sharefest                                                                3
Agenda

    Can’t We Just Focus on the Technology?

    Raising Executive Awareness is Necessary

    Collaboratively Engineer a Solution

    Assess Organizational Readiness

    Iterative Release of SharePoint Solutions

    Questions and Answers


Twitter: @meetdux #sharefest                     4
What a Concept




  “Technology provides no benefits of its own; it is the application of
  technology to business opportunities that produces ROI. ”

                                                       —Robert McDowell,
                                               In Search of Business Value




Twitter: @meetdux #sharefest                                              5
What is SharePoint to You?




Twitter: @meetdux #sharefest   6
SharePoint Implementation Continuum




Twitter: @meetdux #sharefest          7
Agenda

    Can’t We Just Focus on the Technology?

    Raising Executive Awareness is Necessary

    Collaboratively Engineer a Solution

    Assess Organizational Readiness

    Iterative Release of SharePoint Solutions

    Questions and Answers


Twitter: @meetdux #sharefest                     8
Executive SharePoint Ignorance is Not Bliss

    Isn’t SharePoint about empowering End Users?
            Who’s paying the bills?

    Execs ordered SharePoint to be deployed
            Do they REALLY understand the value of SharePoint to the organization?
            Is the budget realistic?

    As the enlightened ones, it’s our responsibility to raise executive awareness
     about SharePoint

    Read “5 Reasons Why Executive SharePoint Ignorance is Not Bliss”
     http://go.meetdux.com/393b




Twitter: @meetdux #sharefest                                                          9
It’s All About the Benjamins

    Executives are primarily interested on how SharePoint can affect an
     organization’s bottom line

    Tip: Look for existing inefficiencies, measure it and prove how SharePoint can
     be a lifesaver
            Inefficiencies of meeting collaboration
            Business process automation
            Single platform vs multiple tools

    How much is the investment?




Twitter: @meetdux #sharefest                                                      10
Agenda

    Can’t We Just Focus on the Technology?

    Raising Executive Awareness is Necessary

    Collaboratively Engineer a Solution

    Assess Organizational Readiness

    Iterative Release of SharePoint Solutions

    Questions and Answers


Twitter: @meetdux #sharefest                     11
Educate and Engage the Business

    SharePoint is more than just a glorified network share
            Stress that SharePoint is a platform

    Tip: Address their pain points
            Provide high-level technology overview
            Discuss business challenges
            Map it to a SharePoint Solution




Twitter: @meetdux #sharefest                                  12
Typical SharePoint Solutions

    Enterprise-wide Solutions
            Corporate Intranet
            Content Management

    Specific Solutions
              Employee Onboarding System for Human Resources
              Conference Room Scheduling System for Facilities
              Project Management Information System for PMs
              Clinical Trial

    System Integration

    Custom Application Development



Twitter: @meetdux #sharefest                                      13
Example: FDA Part 11 Compliant Document Management




Twitter: @meetdux #sharefest                         14
Example: Project Transparency Platform




Twitter: @meetdux #sharefest             15
Agenda

    Can’t We Just Focus on the Technology?

    Raising Executive Awareness is Necessary

    Collaboratively Engineer a Solution

    Assess Organizational Readiness

    Iterative Release of SharePoint Solutions

    Questions and Answers


Twitter: @meetdux #sharefest                     16
Keep Priorities in Order

    You can’t do it all!
            What business need should you solve first?
            What are common features that can be deployed?

    Project scope must be limited and specific
            What’s important? Time? Budget? Functionality?

    Tip: Involve decision makers in planning and prioritization

    Read “How to Prioritize Business Needs When Implementing SharePoint”
     http://go.meetdux.com/sbyv




Twitter: @meetdux #sharefest                                                17
IT Can You Handle This?

    Implementation
            Do you have the relevant skillsets to plan, engage with the business, deploy
             SharePoint?
            Are key processes for release management, disaster recovery, auditing in place?

    Support and Maintenance
            What does the support structure look like?
            Resources available for maintaining related technologies?

    Future Releases




Twitter: @meetdux #sharefest                                                                   18
Change Management Strategy

    Collaboration culture

    Governance plan
            Business
            Technology

    Adoption plan
            Training
                 Process
                 Technology
            Self-help
            Feedback




Twitter: @meetdux #sharefest   19
Reality Check

    What’s the biggest bang for your buck?

    Feel free to download this SharePoint Assessment schedule:
     http://go.meetdux.com/nceb




Twitter: @meetdux #sharefest                                      20
Agenda

    Can’t We Just Focus on the Technology?

    Raising Executive Awareness is Necessary

    Collaboratively Engineer a Solution

    Assess Organizational Readiness

    Iterative Release of SharePoint Solutions

    Questions and Answers


Twitter: @meetdux #sharefest                     21
Do You Have a SharePoint Roadmap?

    A SharePoint roadmap can help organizations
            Quantify the budget, resources and effectiveness of SharePoint
            Allows priorities to be set
            Specifies what solutions are going to be deployed

    Iterative releases can provide immediate visibility
            Lower risk compared to big bang approach

    Tip: Successful delivery of high profile solution gets you brownie points
            Quick wins are essential for better buy-in and adoption




Twitter: @meetdux #sharefest                                                     22
Example: SharePoint Release Schedule

    Phase 1: Proof of concept or Pilot

    Phase 2: Replace intranet and file shares to improve collaboration

    Phase 3: Deploy value point solutions for HR, Operations and Finance

    Phase 4: Train users to build their own SharePoint solutions

    Phase 5: Integrate CRM and third party reporting platform

    See how EasyJet iteratively deployed SharePoint: http://bit.ly/74XwKH




Twitter: @meetdux #sharefest                                                 23
How EasyJet Deployed SharePoint




Twitter: @meetdux #sharefest      24
Agenda

    Can’t We Just Focus on the Technology?

    Raising Executive Awareness is Necessary

    Collaboratively Engineer a Solution

    Assess Organizational Readiness

    Iterative Release of SharePoint Solutions

    Questions and Answers


Twitter: @meetdux #sharefest                     25
Questions?


                                   E-Mail: dux.sy@innovative-e.com

                                   LinkedIn: meetdux.com/li

                                   Blog: meetdux.com

                                   Twitter: meetdux




         How did you like the presentation? http://meetdux.com/feedback/


Twitter: @meetdux #sharefest                                           26
SharePoint Starts the Fire
Emails, Paper trail, Post-it notes and Snail mail
Deadlines, Going nuts, Training costs and Budget cuts
Collaborate, Meeting date, Working in the office late
Weekends, Holidays, Family feels the brunt

SharePoint starts the fire, Users collaborating, Enterprise is changing

SharePoint, Got me praise, Corner office, Big fat raise,
Sharing, In the cloud, Something called BPOS.
CIO blown away, Learned about the cloud today,
New job is great, what else, can I say?

SharePoint starts the fire, Users collaborating, Enterprise is changing
SharePoint starts the fire, Microsoft has got it, Can’t wait to have it


Thanks to the SharePoint Community! More Lyrics at: http://bit.ly/bprb9m

Twitter: @meetdux #sharefest                                               27

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SharePoint as an Enterprise Platform

  • 1. Don’t Curb Their Enthusiasm Navigating from Local Applications to SharePoint as an Enterprise Platform Dux Raymond Sy, PMP Managing Partner 1
  • 2. Presentation Objectives   In this presentation, you will learn the essential components of successfully delivering SharePoint as an enterprise platform In addition, you'll learn key techniques in:   Gaining executive buy-in for SharePoint projects   Proper planning and appropriately managing expectations   Engaging the business for better adoption   Defining organizational SharePoint readiness     Iterative release of SharePoint solutions Twitter: @meetdux #sharefest 2
  • 3. Dux Raymond Sy, PMP   Managing Partner, Innovative-e   Author, “SharePoint for Project Management” by O’Reilly Media   Course Author, Learning Tree International   For more information, connect with Dux   E-Mail: dux.sy@innovative-e.com   Twitter: twitter.com/meetdux   LinkedIn: meetdux.com/li   Blog: meetdux.com Twitter: @meetdux #sharefest 3
  • 4. Agenda   Can’t We Just Focus on the Technology?   Raising Executive Awareness is Necessary   Collaboratively Engineer a Solution   Assess Organizational Readiness   Iterative Release of SharePoint Solutions   Questions and Answers Twitter: @meetdux #sharefest 4
  • 5. What a Concept “Technology provides no benefits of its own; it is the application of technology to business opportunities that produces ROI. ” —Robert McDowell, In Search of Business Value Twitter: @meetdux #sharefest 5
  • 6. What is SharePoint to You? Twitter: @meetdux #sharefest 6
  • 8. Agenda   Can’t We Just Focus on the Technology?   Raising Executive Awareness is Necessary   Collaboratively Engineer a Solution   Assess Organizational Readiness   Iterative Release of SharePoint Solutions   Questions and Answers Twitter: @meetdux #sharefest 8
  • 9. Executive SharePoint Ignorance is Not Bliss   Isn’t SharePoint about empowering End Users?   Who’s paying the bills?   Execs ordered SharePoint to be deployed   Do they REALLY understand the value of SharePoint to the organization?   Is the budget realistic?   As the enlightened ones, it’s our responsibility to raise executive awareness about SharePoint   Read “5 Reasons Why Executive SharePoint Ignorance is Not Bliss” http://go.meetdux.com/393b Twitter: @meetdux #sharefest 9
  • 10. It’s All About the Benjamins   Executives are primarily interested on how SharePoint can affect an organization’s bottom line   Tip: Look for existing inefficiencies, measure it and prove how SharePoint can be a lifesaver   Inefficiencies of meeting collaboration   Business process automation   Single platform vs multiple tools   How much is the investment? Twitter: @meetdux #sharefest 10
  • 11. Agenda   Can’t We Just Focus on the Technology?   Raising Executive Awareness is Necessary   Collaboratively Engineer a Solution   Assess Organizational Readiness   Iterative Release of SharePoint Solutions   Questions and Answers Twitter: @meetdux #sharefest 11
  • 12. Educate and Engage the Business   SharePoint is more than just a glorified network share   Stress that SharePoint is a platform   Tip: Address their pain points   Provide high-level technology overview   Discuss business challenges   Map it to a SharePoint Solution Twitter: @meetdux #sharefest 12
  • 13. Typical SharePoint Solutions   Enterprise-wide Solutions   Corporate Intranet   Content Management   Specific Solutions   Employee Onboarding System for Human Resources   Conference Room Scheduling System for Facilities   Project Management Information System for PMs   Clinical Trial   System Integration   Custom Application Development Twitter: @meetdux #sharefest 13
  • 14. Example: FDA Part 11 Compliant Document Management Twitter: @meetdux #sharefest 14
  • 15. Example: Project Transparency Platform Twitter: @meetdux #sharefest 15
  • 16. Agenda   Can’t We Just Focus on the Technology?   Raising Executive Awareness is Necessary   Collaboratively Engineer a Solution   Assess Organizational Readiness   Iterative Release of SharePoint Solutions   Questions and Answers Twitter: @meetdux #sharefest 16
  • 17. Keep Priorities in Order   You can’t do it all!   What business need should you solve first?   What are common features that can be deployed?   Project scope must be limited and specific   What’s important? Time? Budget? Functionality?   Tip: Involve decision makers in planning and prioritization   Read “How to Prioritize Business Needs When Implementing SharePoint” http://go.meetdux.com/sbyv Twitter: @meetdux #sharefest 17
  • 18. IT Can You Handle This?   Implementation   Do you have the relevant skillsets to plan, engage with the business, deploy SharePoint?   Are key processes for release management, disaster recovery, auditing in place?   Support and Maintenance   What does the support structure look like?   Resources available for maintaining related technologies?   Future Releases Twitter: @meetdux #sharefest 18
  • 19. Change Management Strategy   Collaboration culture   Governance plan   Business   Technology   Adoption plan   Training   Process   Technology   Self-help   Feedback Twitter: @meetdux #sharefest 19
  • 20. Reality Check   What’s the biggest bang for your buck?   Feel free to download this SharePoint Assessment schedule: http://go.meetdux.com/nceb Twitter: @meetdux #sharefest 20
  • 21. Agenda   Can’t We Just Focus on the Technology?   Raising Executive Awareness is Necessary   Collaboratively Engineer a Solution   Assess Organizational Readiness   Iterative Release of SharePoint Solutions   Questions and Answers Twitter: @meetdux #sharefest 21
  • 22. Do You Have a SharePoint Roadmap?   A SharePoint roadmap can help organizations   Quantify the budget, resources and effectiveness of SharePoint   Allows priorities to be set   Specifies what solutions are going to be deployed   Iterative releases can provide immediate visibility   Lower risk compared to big bang approach   Tip: Successful delivery of high profile solution gets you brownie points   Quick wins are essential for better buy-in and adoption Twitter: @meetdux #sharefest 22
  • 23. Example: SharePoint Release Schedule   Phase 1: Proof of concept or Pilot   Phase 2: Replace intranet and file shares to improve collaboration   Phase 3: Deploy value point solutions for HR, Operations and Finance   Phase 4: Train users to build their own SharePoint solutions   Phase 5: Integrate CRM and third party reporting platform   See how EasyJet iteratively deployed SharePoint: http://bit.ly/74XwKH Twitter: @meetdux #sharefest 23
  • 24. How EasyJet Deployed SharePoint Twitter: @meetdux #sharefest 24
  • 25. Agenda   Can’t We Just Focus on the Technology?   Raising Executive Awareness is Necessary   Collaboratively Engineer a Solution   Assess Organizational Readiness   Iterative Release of SharePoint Solutions   Questions and Answers Twitter: @meetdux #sharefest 25
  • 26. Questions? E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback/ Twitter: @meetdux #sharefest 26
  • 27. SharePoint Starts the Fire Emails, Paper trail, Post-it notes and Snail mail Deadlines, Going nuts, Training costs and Budget cuts Collaborate, Meeting date, Working in the office late Weekends, Holidays, Family feels the brunt SharePoint starts the fire, Users collaborating, Enterprise is changing SharePoint, Got me praise, Corner office, Big fat raise, Sharing, In the cloud, Something called BPOS. CIO blown away, Learned about the cloud today, New job is great, what else, can I say? SharePoint starts the fire, Users collaborating, Enterprise is changing SharePoint starts the fire, Microsoft has got it, Can’t wait to have it Thanks to the SharePoint Community! More Lyrics at: http://bit.ly/bprb9m Twitter: @meetdux #sharefest 27