2. Welcome & Introductions
Chrysalis | Business Technology Solutions
• Drive performance improvement through the strategic application of technology
• Business process optimization
• 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
@chrysalisbts
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
4
5. The Lean Startup
Based on Lean Methodology
Scientific approach to
• Deliver a new solution under
conditions of uncertainty
• Get a desired solution into
customers’ hands faster
• Validated Learning
8. Problem Solution Process
Known Known
Known Unknown
Unknown Unknown
8
Lean and the Enterprise
Recognizing Opportunities for Lean
Waterfall, Agile
Agile
Lean
9. So Why SharePoint
For Statups
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
9
14. Best Practices
• If you have User Stories,
add a hypothesis that
states the expected
outcome on a specific
metric
• Aggressively manage
expectations
(experiment/poc/pilot)
early and often
• Feed the learning back
into the product
backlog…
• Start small
14
15. • Cultural
• Internal resistance to / misunderstanding of Lean
• Technology zealotry
• Planning processes
• Misaligned expectations
• Tools
• Infrastructure and tools to support
Risks
16. • SharePoint is Application Platform but it is also
Core Infrastructure
• Plan for Infrastructure Design
• Service Alignment
• Use the Tools that best enable Lean for SP
16
Planning for Lean SharePoint
18. Product, Measure
• Minimum Viable Product
• Minimum you need to test
validity
• Some include Wireframes,
Landing Pages, CRPs, PoCs,
Concierge Product
• Customer interviews
• Walkthroughs of
wireframes
• Iterate (Agile) from there
18
21. Explore Access Download FAQ Contact
Explore: GNOS Graphical Reporting
Access: GNOS Browse and Download Communities Resources
Download: GNOS Download News
Download Request Status Progress
Link Link Link
Type Name Modified
Talk To Us! What do you want to see? What works/doesn’t work?
Welcome to the Annai reQuest Portal Demo
Notes
25. Best Practices
• Ensure the right
prototype fidelity
• If you experiment in
code, come back to:
• clean it up
• iterate
• productize
• Refactor
• Decouple from existing
brand (if exists)
25
26. • Cultural
• Working forward from the technology instead of
working backward from the business results
• “Get out of the building.”
Risk
27. • Cultural
• Wrong level of prototype fidelity
• Too little / No user input
• No validated learning
Risks
28. • Cultural / Engineering
• Lack of understanding of the platform
• Unwilling to refactor
Risk
29. Best Practices
• 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
29
31. • 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.”
31
Risk - Over Engineering
Critical Factors
33. Strategy
• OOB features where possible
• Optimized to generate feedback through rapid
feature deployment
• Open to later refactoring
Compromise
• Collab model poorly defined (experimental)
• Access roles and rights difficult to predict
33
SharePoint Strategy
34. Ingest Metadata DB
Business Connectivity Services
Download
ECT
Access Application
Page
SharePoint
Configuration
Access
Application
Legend
Download DB
Broker Web
Services
Download Dashboard
Data
Application
Presentation
SQL Server Reporting
Services
Secure Store Service
Repository 2
Repository 1
Solution Design
Ingest
36. Data, Learn
• Interviews
• Surveys
• Observation
• Web analytics
• Telemetry data
• System generated data
36
37. • Small but influential customer base
• Challenging to develop large web analytic profiles
• Small group and individual interviews
• Campaign style tracking code
37
Customer Example
Data, Learn
38. • Cultural
• Track the “right” metrics
• Beware “vanity metrics”
• Be prepared to “Pivot”
Critical Factors
Risks to Success
39. • Cultural
• Review and question your hypotheses
• No “sacred cows”
• Engineering
• Technology selection
• Design strategy
• Experiment to align
customer & solution
Risk / Challenge
Risks to Success
40. • Using SP Analytics for data and learn
• 3rd Party Analytic Tools (Webtrends)
• OOB components, extending and enhancing
• Using Pardot tracker to learn at a per user level as
a cheap way to know what’s going on
• Pardot lead deck for real time analysis
• Followed up with user interviews
• Significant influence on next iteration UX
40
Data Learn SP
42. Pivot
• @ Business Architecture
& Code levels
• Change direction
• Change the model
• Formulate new
hypotheses
• Generate new ideas
42
Reboot
Forward
46. • #1 Microsoft Program for startups?
• BizSpark
• MSDN / Free
• TechNet / Free
• Azure VMs / Free
• Customer Access Licenses / Free!!!!
• Direct marketing and sales support
• Preferred engagement if you product has legs
46
Resources for Startups
48. Resources and Contact
Download the Deck
• www.slideshare.net/dhealey27
Check out our Real World SharePoint Series
• www.chrysalisbts.com/index.php/events/rws/
Successful SharePoint is About Community
• social.technet.microsoft.com/forums/
• www.linkedin.com/groups/SharePoint-Experts-42512/about
• Ask the global SharePoint community for their insight #SPHelp
• Join your local SPUG
Dave Healey
• dhealey@chrysalisbts.com
• @dhealey27
Andrew (Andy) Hopkins
• andyh@chrysalisbts.com
• @AndrewSHopkins
