Share Conference - A Decade of SharePoint Deployment Best Practices
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Mike Gilronan of Sentri & John Schmottlach of Empirix presented at the Share Conference on A Decade of SharePoint Deployment Best Practices
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Share Conference - A Decade of SharePoint Deployment Best Practices
- 1. Produced by: Premier Partner: Platinum Partner: Gold Partner: Supported by:
- 2. A Decade of SharePoint Adoption Best Practices John Schmottlach, Empirix, Inc. Mike Gilronan, Sentri, Inc.
- 3. Today’s Session, in Detail • Introductions and Context • What We’ll Cover: – Seven Themes • Questions • Summary and Resources • Next Steps for You SHARE The SharePoint Conference for Business Users
- 4. Mike Gilronan • General Manager, Strategic Services, at Sentri, Inc. • 20+ years consulting and professional services experience • ERP and CRM Knowledge • Collaboration and KM Management • Business Analysis, Training, Project and Practice Management • Active in KM, Microsoft, and Project SharePoint SharePoint communities Management SHARE The SharePoint Conference for Business Users
- 5. John Schmottlach • Director of Business Systems, Empirix Inc. • 15+ Years Consulting and Systems Design Experience • CRM, ERP, PLM • Integration Business • Data Modeling and Database Design Applications • PMO • Custom Applications • Customer & Partner Collaboration Project Management Collaboration SHARE The SharePoint Conference for Business Users
- 6. Abstract – Empirix, Inc. • $85M, 275 Employees, High Tech Mfg Outlook MS Office Portal Mobile PLM Social CRM ERP Marketing Reporting Support SHARE The SharePoint Conference for Business Users
- 7. 7 Themes We Encounter 1. Sticky Apps SHARE The SharePoint Conference for Business Users
- 8. Sticky Apps • Dynamic, targeted content where people gather • Examples: – Lunch/Catering – Birthdays and Milestones – Today @ Empirix/Meeting Room Central – Activity Streams SHARE The SharePoint Conference for Business Users
- 9. Empirix Case Study – Sticky Apps Weather/Stock Conversation Starters Links in one place Personal Attention Newest Docs Upfront SHARE The SharePoint Conference for Business Users
- 10. 7 Themes We Encounter 1. Sticky Apps 2. Project Design SHARE The SharePoint Conference for Business Users
- 11. Project Design • Strategy, Vision, Sponsorship, Ownership • Departmental or Project-based Approach • Steering Committee (Cross- Functional) • Move Fast – Quick early successes count more – Drive fast, take chances! SHARE The SharePoint Conference for Business Users
- 12. Empirix Case Study – Project Design • Project Ownership – Business Owner for each site • Content and Design Responsibility • Champion site usability • Keep Site Updated! – Executive Sponsor for Overall Site Collection • Helps establish the vision • Short term requirements vs long term goals – Corporate Security • What content is posted • How different users access SHARE The SharePoint Conference for Business Users
- 13. Empirix Case Study – Project Design Initial Project: Partner Collaboration Portal “I need a site that will…..” SHARE The SharePoint Conference for Business Users
- 14. Empirix Case Study – Project Design A little more discussion: We need several different partner sites. Oh, and one of the sites is for internal team only, and they need to log in with their AD account…..but the partners don’t have AD accounts… SHARE The SharePoint Conference for Business Users
- 15. Empirix Case Study – Project Design Not just partners, but our customers as well…..and our vendors……and other departments with unique requirements SHARE The SharePoint Conference for Business Users
- 16. Empirix Case Study – Project Design Final vision included: • Extranet • Intranet • Custom login • Common document repository • Public pages coexisting with private SHARE The SharePoint Conference for Business Users
- 17. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution SHARE The SharePoint Conference for Business Users
- 18. Marketing the Solution • Branding/Naming – First rule of SharePoint • Segmentation (by constituency) – Multi-generational – Multi-national – Multi-platform Fight Club poster ©EnderTheThird at DeviantArt SHARE The SharePoint Conference for Business Users
- 19. Empirix Case Study – Marketing the Solution Branding • Corporate standards • Reusable templates Geography-Specific Content • User-specified settings tied to content tags • Shows user only things that matter to them SHARE The SharePoint Conference for Business Users
- 20. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution 4. Deployment SHARE The SharePoint Conference for Business Users
- 21. Deployment • At Launch… • Culture and Context – “Big Event” Theory X Home Page Lockin – Supporting Materials Mandates – Resources: “I use “Burn the Boats” SharePoint” Theory Y – Gamification and Badging Chargeback Incentives with SLAs Viral/Social Communications “Nudge” SHARE The SharePoint Conference for Business Users
- 22. Empirix Case Study -- Deployment • CRM – SharePoint Integration • New Employee laptops set with HR portal for homepage • Communicate your updates – embed the links • Practice what you preach– projects managed via SharePoint • Remove old sites and methods • Post Go Live Budget SHARE The SharePoint Conference for Business Users
- 23. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution 4. Deployment 5. Training SHARE The SharePoint Conference for Business Users
- 24. Training • Formal Training vs “Lunch and Learn” • Product vs Solution • Medium and Context SHARE The SharePoint Conference for Business Users
- 25. Empirix Case Study - Training • Launch timed around key events (Sales Kickoff) for live training • Webinars, Lunch & Learns • New Employee/Contractor Orientation SHARE The SharePoint Conference for Business Users
- 26. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution 4. Deployment 5. Training 6. Metrics and Measurement SHARE The SharePoint Conference for Business Users
- 27. Metrics and Measurement • Surveys • Administrative Tools • Feedback mechanism prominent on the front page and key pages • Visible and available super-users or support staff SHARE The SharePoint Conference for Business Users
- 28. Bonus -- Metrics and Measurement • 5 Things to Do After 3 Months in Production: – Usage/Search logs – MySite self-population – Content growth trends – Repeat rollout training – Re-evaluate roadmap SHARE The SharePoint Conference for Business Users
- 29. Empirix Case Study -- Metrics and Measurement • Stats Pages - # of Pages Views – sent out every week • Employee recognition for using the tools • Public humiliation…. • Suggestion box to the site business owner on every site • Users measure support staff as well • Surveys and coffee meetings to solicit feedback – led by business owners NOT IT SHARE The SharePoint Conference for Business Users
- 30. 7 Themes We Encounter 1. Sticky Apps 2. Project Design 3. Marketing the Solution 4. Deployment 5. Training 6. Metrics/Measurement 7. Support SHARE The SharePoint Conference for Business Users
- 31. Support • SharePoint for SharePoint • Prepare Support Teams • Self Service Support/Communities • Team Leaders Support/Decentralized • Tech Sheets – Quick one-page tips or FAQs SHARE The SharePoint Conference for Business Users
- 32. Empirix Case Study - Support • Integrate into existing helpdesk system • Managed service option to scale with initiatives • Threaded discussion forums/Wiki/FAQ • Site business owners are responsive to inquiries SHARE The SharePoint Conference for Business Users
- 33. Key Points to Take Home What worked: “You should do this.” What we’d do differently: “It’s too late for us – save yourselves!” Final words of advice… SHARE The SharePoint Conference for Business Users
- 34. Questions SHARE The SharePoint Conference for Business Users
- 35. Resources -- General • From Microsoft: – SharePoint Adoption tools: http://sharepoint.microsoft.com/iusesharepoint/landing.aspx • Prominent Voices in the Community – Susan Hanley (susanhanley.com) – consistently great content on adoption and governance – Michael Sampson’s phenomenal books on the topic: michaelsampson.net – Paul Culmsee’s brilliant work at cleverworkarounds.com – Sadie Van Buren’s SharePoint Maturity Model (spmaturity.com) – great tool for benchmarking – Christian Buckley – “Where Do You Begin With SharePoint?” (buckleyplanet.com) – Mark Miller’s nothingbutsharepoint.com (especially for non-technical folks) • Your Local Community – User Groups & SharePoint Saturdays SHARE The SharePoint Conference for Business Users
- 36. John Schmottlach Empirix, Inc. jschmottlach@empirix.com @jschmottlach Mike Gilronan Sentri, Inc. mgilronan@sentri.com @mikegil
- 37. Produced by: Premier Partner: Platinum Partner: Gold Partner: Supported by:
Editor's Notes
- Need graphical content for this
- Douglas MacGregor’s theory (ref wikipedia page)
- Bring training resource give-away
- JS to add chart as graphic element on this screen
- Bring NLS sheets to the event!
- How to incent biz owners to be responsive? Theory X.
- One thing that everyone should do: overall vision first at sponsor/executive.One thing we shouldn’t have done: let business owners drive requirements without any oversight from tech owner and exec sponsor (incl biz systems, corp security)