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SharePoint Saturday Virginia Beach 2014

5 THINGS SHAREPOINT
GOVERNANCE IS NOT
2

Welcome to
SharePoint
Saturday
Virginia Beach
Jan 11, 2014
7:30 - 8:30 Registration(Lobby)
Breakfast (Sponsor
Hall)
8:30 - 8:45 - Welcome
9:00 - 10:15 – 1st Sessions
10:30 - 11:45 – 2nd Sessions
11:45 - 12:30 – Lunch
(Sponsor Hall)
12:30 - 1:45 - 3rd Sessions
2:00 - 3:15 – 4th Sessions
3:30 - 4:45 – 5th Sessions
5:00 - 5:30 - Closing &
Giveaways
33

Adam Levithan
Senior Consultant
Portal Solutions
alevithan@portalsolutions.net
@portalsolutions
@collabadam
Also:
www.Learnnowonline.com trainings
• User
• SharePoint 2013 User: Navigation &
Communications
• SharePoint 2013 User: Libraries and Personal
Site
• Power User
• SharePoint 2013 Power User: Introduction
• SharePoint 2013 Power User: Metadata and
Libraries
• SharePoint 2013 Power User: Pages and
Solutions
• Site Owner
• Coming in March
44

SharePoint/Collaboration
… Different?
55

Context is King:

Context/Relevancy

Finance

Time

HR

My
Customers

Billing

LOB

Customers

My Life

“Systems of Record”

CMS

Integration

CRM

My Community

Social

Office Prod.

Task Mgmt

Comm

Collab.

›Docs
›Tasks
›Process
›Data

My work
“Systems of Engagement”
My Team
From Beyond Intranets – Rick Hinton

Stakeholders

Access

My location/device
6

Increased
User
Responsibilit
y
7

Why Governance?

• Resolve Ambiguity
• Manage Short & Long Range
Goals
• Mitigate Conflict
88

Compare

NOT

Mine
9

A Large
Document

A Large Document
10
10

A Large
Document

Technical

Technical

99.9% Uptime

Can I access my
content anytime?
11

A Large
Document
Technical

A Technology

Is

A Technology

• “Automatically enforcing permissions, storage
configurations, auditing, branding, and
lifecycle management options upon request
execution”
• Administration of multiple farms, site
collections and/or sites from a single location
• Content auditing, classification and reporting
• Usage Metrics

Governance?
12

A Large
Document

Universal

Technical

A Technology

Universal

Public website migration to MOSS 2007 for non-profit 900
employees working in more than 30 countries on four
continents, plus 1,000+ partners around the world.

16 websites that deliver more than 100 million page views
per month … rebuilding the site using the Windows Azure
cloud development environment and Microsoft SharePoint
2013.

Cambridgeshire Constabulary with 1,100 contables used
SharePoint 2013 to replace Lotus Notes and explore how
it could better help its employees discover
information, share documents, and organize data.
13
13

A Large
Document
Technical

A Technology

Universal

Optional

Optional
14

A Large
Document

Optional

Technical

A Technology

Decision Making
Process
Team

Universal

Optional

Strategy
Vision
15
15

Govern
To steer or pilot a
ship, direct
- Greek
16

A Large
Document

Strategic

People
Business Owner(s)

SharePoint
Advocate

Tactical

People

Steering Committee

Solution
Administration

Power Users/ Community of Practice

# of People

Technology Support
17

A Large
Document
Technical

Policies & Procedures
Procedure Title

Procedure Description

Role(s)
Responsible

Document Upload

How documents are uploaded
directly to libraries

Trainer
Users

Document
Categorization

How to classify documents with
metadata

Trainer
Users

New site creation

How to request new sites are
created

Support

How to request support.

User Training

Onboarding Procedure

Project Manager
Administrator
Site Owner
Portal
Project Manager
Administrator
Users
Trainer

Deployment
Procedure

How to request new features, web Project Manager
part, applications
IT Dev Team

People

Policies &
Procedures
18
18

A Large
Document

Priorities

People

Technical

Policies &
Procedures

A Technology

Priorities
19
19

A Large
Document

People

Flexible

Technical

A Technology

Universal

Policies &
Procedures
• Controlled
• Tightly
Governed
• Push Content

Corporate
Portal
Departmental
Portal

• Ad Hoc
• Loosely governed
• Push/ Pull
content

Department & Team
Sites

Project Team Sites

Personal My Sites

Original

• Permanent
• Dashboards
• Business Intelligence
• Business Process
management
• Applications
• Permanent
• Knowledge
Management
• Information Sharing
• Short Lived
• Collaboration

Priorities

Flexible

• Permanent
• Personal Information
• Public/ Private Viewed
20

A Large
Document

Flexible
Instant Message

Type of Content

Policies &
Procedures

E-Mail

Priorities

Social

Online Storage

Team Sites/ Extranet

Flexible

Intranet
Record

Universal

Temporary

Technical

A Technology

People

Records Management

Individual

Team

Audience

Enterprise
21
21

A Large
Document

Integrated

People

Technical

Policies &
Procedures

A Technology

Priorities

Universal

Flexible

Optional

Integrated
22
22

A Large
Document

Integrated

People

Technical

Policies &
Procedures

A Technology

Priorities

Universal

Flexible

Optional

Integrated
23
23

A Large
Document

Integrated

People

Technical

Policies &
Procedures

A Technology

Priorities

Universal

Flexible

Optional

Integrated
24

A Large
Document

Integrated

People

Technical

Policies &
Procedures

A Technology

Priorities

Universal

Flexible

Optional

Integrated
25
25

QUESTIONS?
alevithan@portalsolutions.net
www.levithan.com/blog
@collabadam
http://www.slideshare.net/collabadam
www.linkedin.com/in/adamlevithan/

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5 Things SharePoint Governance Is Not (and could be) - SPSVB 2014

Notes de l'éditeur

  1. Over the years I’ve seen SharePoint used for many different reasons (Internet, intranet, collaboration, custom application infrastructure to name a brief few) and have been asked to apply Governance for all these scenarios. In this session I will provide you with the 5 things SharePoint governance is not. It sounds negative, but by taking these things into consideration you will have a starting point to more easily apply decision making rules and process/ procedures to support your specific implementation of SharePoint.
  2. Shared Service ModelOne User’s actions Impacts EveryoneNew Applications/Web Parts
  3. Context is KingCollaboration means something different to everyoneThe tool is used differently by a wide group of people
  4. Increased User Responsibility Different from every other IT SystemDe-Centralized Control of Security
  5. Removes Unspoken RulesOutline Clear Decision Making Authority & AssumptionsDesign & Information ArchitectureEmpower Users but Prevent Wild, Wild WestOptimizes SharePoint for the OrganizationPre-Decides who wins an Argument
  6. A great introductory "Collaboration Governance" document was created when MOSS was released in 2007. This was a great starting point to encourage organizations to understand what they've just purchased, and all of the different aspects of management that go into building, growing and nurturing SharePoint as a collaboration platform. It contained "everything, and the kitchen sink", and needs to because the complexity of SharePoint is underestimated. A document, however, is not actually governance - it is the recording of governance decisions.
  7. There a many technical factors that affect how SharePoint will be managed within your environment. In some cases the technical policies and procedures already exist, and a SharePoint implementation will fit within the active structure. While the back-up schedule is a critical element of  your deployment to give users confidence in the system, what’s truly important is “How Important is the system to the organization?”
  8. As SharePoint usage has exponentially grown over the last 6 years, organizations have realized the areas within content tracking, permissions, back-up/recovery that they would feel more comfortable having more information and control. As a response, several technology vendors have responded with "governance" products that fill the gaps in SharePoint. These are awesome and powerful tools that support governance.http://acceleratio.net/products/governance-toolkit-for-sharepoint/MetavisDocaveMetalogixhighsoftware
  9. Templates and structure are very good starting points for governance, but no company has the same exact technical or political footprint to allow for “best practices” to work within each organization. Use the great information that exists to start, but time and effort must be taken to tailor your governance strategy to your own organization.
  10. SharePoint governance is none of the above things, so what it’s left? Gather a group of people and create a vision for your implementation, a strategy for supporting that vision, a team to support requests, and outline the decision making process to change everything above. Still not the simplest thing in the world, but without these starting concepts it is hard to focus on the pieces of SharePoint that will most appropriately support your goals for this expansive tool/platform/infrastructure.
  11. SharePoint governance is none of the above things, so what it’s left? Gather a group of people and create a vision for your implementation, a strategy for supporting that vision, a team to support requests, and outline the decision making process to change everything above. Still not the simplest thing in the world, but without these starting concepts it is hard to focus on the pieces of SharePoint that will most appropriately support your goals for this expansive tool/platform/infrastructure.
  12. Constantly changingDriven by PeopleGrouping of Sites and Focused documentation aimed at specific user groupsGovern through communication