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SharePoint Governance – finding the right
   balance
       Blair Cribb BSc. M.B.A.
       Productivity Solution Specialist
       Federal Government




Tuesday, June 21, 2011
SharePoint Governance – finding the right
   balance
       Blair Cribb BSc. M.B.A.
       Productivity Solution Specialist
       Federal Government




Tuesday, June 21, 2011
Agenda
     •   People, Process, Technology
     •   What Problem are we solving
     •   Why is it so hard
     •   How to get started




Tuesday, June 21, 2011
Skill testing question

           What is one attribute that the most
           successful SharePoint clients in the
          Canadian Federal Government have in
                        common?




Tuesday, June 21, 2011
Success is Not Just About Technology


                           Training

                            Support      Technology


                          Policies
                                      Communication

                         Deployment
                                      Documentation



Tuesday, June 21, 2011
Success is Not Just About Technology


                           Training

                            Support      Technology
                                                      20%
                          Policies
                                      Communication

                         Deployment
                                      Documentation



Tuesday, June 21, 2011
Key to successful IT/IM projects




                                   Practices
                                   Mike Hammer - BPR




                         CONTENT

Tuesday, June 21, 2011
Why don’t (won’t) we change?
   Readiness for Change = ƒ(CV x LA x SU x
   WIFM)
     Where:
     CV = A Compelling Vision
     LA = A Logical Approach
     SU = A Sense of Urgency
     WIFM= What’s in it for me

   Change will only occur if:
         Readiness for Change is greater than the
         Perceived Cost of Changing.

Tuesday, June 21, 2011
What problem are we trying to
                 solve?

    • Records Management
    • Information Management
    • Knowledge Management


Tuesday, June 21, 2011
Records Management
 Compliance
 • TB Policy on Information Management
       − MAF scorecard
       − ATIP, LAC Act, Criminal Records, Copyright….
 •    Standard for Electronic Documents and Records
      Management Solutions (EDRMS)
       − Technical ICA Module 2
       − When investing in an EDRM solution, departments are required
         to use products, licenses, or services resulting from
         government-wide procurement processes undertaken by
         PWGSC.
             − The departmental IM Senior Official is responsible for submitting a
               justification for any proposed alternative to the products or services made
               available as a result of government-wide procurement processes. The
               justification is to be provided to the Government of Canada's Chief
               Information Officer prior to any investment.
             − The justification should include: the departmental IM Strategy and
               implementation plan, and be accompanied by a strong rationale (including
               cost effectiveness) to support the proposed alternate solution.




Tuesday, June 21, 2011
SharePoint for Records
                         Management
    SharePoint complies with ICA Module 2, the
    Treasury Board Technical Standard for RM with
    3rd party products for the following gaps:
    • The management of Physical Records
    • Managing email as a record
    • Classification




Tuesday, June 21, 2011
Information Management
                                              Create



                                Disseminate            Capture




                                                                 Seek
                         Translate
                                                               Feedback




                                 Manage                Refine



                                              Store




Tuesday, June 21, 2011
Knowledge Management
                         Explicit vs. Tacit knowledge



       Explicit            Tacit             Explicit       Tacit
        80%                20%                20%           80%




      Early 20th century activity            Early 21st century activity




Tuesday, June 21, 2011
THE KNOWLEDGE
         MANAGEMENT CHALLENGE
       All users are unique
       Users don’t like change
       Knowledge is power
       
    sharing diminishes power
       Compensation drives behaviour
       User experience is crucial to adoption
       Not all knowledge is created equal
       
    Explicit vs. Tacit knowledge



Tuesday, June 21, 2011
Technology Adoption Lifecycle
                         it’s hard to teach an old dog new tricks




                                The chasm




                                            Early Majority   Late Majority




                         Early Adopters                                      Laggards


                              0%                   Number of business consumers
                                                                           100%


                          Everett Rogers – Diffusion of Innovations - 1962

Tuesday, June 21, 2011
How to teach an old dog new tricks
    • Great search is critical
          – Little to no change in the user experience
          – Search relevance is everything
                • Web 3.0 – Semantic Web
          – People search is key to discovering tacit knowledge
    • Make the new tricks seem like the old ones
          – Simple example
                • Deliver new user experiences using old technology
                         – Social experiences Using Outlook Social Connector
    • Keep it personal – start with the MySite
    • Laggards don’t change – forced change is necessary
          – Block the ability to send email attachments




Tuesday, June 21, 2011
Microsoft Operations Framework 4.0

The diamonds are
Management
Reviews,
which focus on key
IT management
control points




The bulleted items are
Service Management
Functions, which
provide
process guidance


Tuesday, June 21, 2011
THANK YOU


Tuesday, June 21, 2011

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SharePoint Governance - Finding the Right Balance

  • 1. SharePoint Governance – finding the right balance Blair Cribb BSc. M.B.A. Productivity Solution Specialist Federal Government Tuesday, June 21, 2011
  • 2. SharePoint Governance – finding the right balance Blair Cribb BSc. M.B.A. Productivity Solution Specialist Federal Government Tuesday, June 21, 2011
  • 3. Agenda • People, Process, Technology • What Problem are we solving • Why is it so hard • How to get started Tuesday, June 21, 2011
  • 4. Skill testing question What is one attribute that the most successful SharePoint clients in the Canadian Federal Government have in common? Tuesday, June 21, 2011
  • 5. Success is Not Just About Technology Training Support Technology Policies Communication Deployment Documentation Tuesday, June 21, 2011
  • 6. Success is Not Just About Technology Training Support Technology 20% Policies Communication Deployment Documentation Tuesday, June 21, 2011
  • 7. Key to successful IT/IM projects Practices Mike Hammer - BPR CONTENT Tuesday, June 21, 2011
  • 8. Why don’t (won’t) we change? Readiness for Change = ƒ(CV x LA x SU x WIFM) Where: CV = A Compelling Vision LA = A Logical Approach SU = A Sense of Urgency WIFM= What’s in it for me Change will only occur if: Readiness for Change is greater than the Perceived Cost of Changing. Tuesday, June 21, 2011
  • 9. What problem are we trying to solve? • Records Management • Information Management • Knowledge Management Tuesday, June 21, 2011
  • 10. Records Management Compliance • TB Policy on Information Management − MAF scorecard − ATIP, LAC Act, Criminal Records, Copyright…. • Standard for Electronic Documents and Records Management Solutions (EDRMS) − Technical ICA Module 2 − When investing in an EDRM solution, departments are required to use products, licenses, or services resulting from government-wide procurement processes undertaken by PWGSC. − The departmental IM Senior Official is responsible for submitting a justification for any proposed alternative to the products or services made available as a result of government-wide procurement processes. The justification is to be provided to the Government of Canada's Chief Information Officer prior to any investment. − The justification should include: the departmental IM Strategy and implementation plan, and be accompanied by a strong rationale (including cost effectiveness) to support the proposed alternate solution. Tuesday, June 21, 2011
  • 11. SharePoint for Records Management SharePoint complies with ICA Module 2, the Treasury Board Technical Standard for RM with 3rd party products for the following gaps: • The management of Physical Records • Managing email as a record • Classification Tuesday, June 21, 2011
  • 12. Information Management Create Disseminate Capture Seek Translate Feedback Manage Refine Store Tuesday, June 21, 2011
  • 13. Knowledge Management Explicit vs. Tacit knowledge Explicit Tacit Explicit Tacit 80% 20% 20% 80% Early 20th century activity Early 21st century activity Tuesday, June 21, 2011
  • 14. THE KNOWLEDGE MANAGEMENT CHALLENGE All users are unique Users don’t like change Knowledge is power sharing diminishes power Compensation drives behaviour User experience is crucial to adoption Not all knowledge is created equal Explicit vs. Tacit knowledge Tuesday, June 21, 2011
  • 15. Technology Adoption Lifecycle it’s hard to teach an old dog new tricks The chasm Early Majority Late Majority Early Adopters Laggards 0% Number of business consumers 100% Everett Rogers – Diffusion of Innovations - 1962 Tuesday, June 21, 2011
  • 16. How to teach an old dog new tricks • Great search is critical – Little to no change in the user experience – Search relevance is everything • Web 3.0 – Semantic Web – People search is key to discovering tacit knowledge • Make the new tricks seem like the old ones – Simple example • Deliver new user experiences using old technology – Social experiences Using Outlook Social Connector • Keep it personal – start with the MySite • Laggards don’t change – forced change is necessary – Block the ability to send email attachments Tuesday, June 21, 2011
  • 17. Microsoft Operations Framework 4.0 The diamonds are Management Reviews, which focus on key IT management control points The bulleted items are Service Management Functions, which provide process guidance Tuesday, June 21, 2011

Notes de l'éditeur

  1. The three phases and Manage Layer are populated with service management functions (SMFs), which articulate the activities and processes defined in MOF. Each SMF is anchored within a lifecycle phase/layer and contains a unique set of goals and outcomes that support the objectives of that phase/layer.  An IT service’s readiness to move from one phase to the next is confirmed by management reviews, which ensure that goals are achieved in an appropriate fashion and that IT’s goals are aligned with the goals of the organization. The goals of management reviews, no matter where they occur in the lifecycle, are straightforward: Provide management oversight and guidance. Act as internal controls at the phase level of the IT lifecycle. Assess the state of activities and prevent premature advancement into the next phase. Capture organizational learning. Improve processes.