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What I’ll cover today:
• What is the role of reporting in my SharePoint
governance strategy?
• Around which areas of SharePoint should I capture
data?
• What data is available out of the box in SharePoint
2007, 2010, and 2013?
• What are the best practices for capturing the data
that SharePoint doesn’t provide?
Christian Buckley,
Director of Product Evangelism at Axceler
• Microsoft MVP for SharePoint Server
• Prior to Axceler, worked for Microsoft, part of the Microsoft
Managed Services team (now Office365-Dedicated) and worked
as a consultant in the areas of software, supply chain, grid
technology, and collaboration
• Co-founded and sold a software company to Rational Software.
At E2open, helped design, build, and deploy a SharePoint-like
collaboration platform (Collaboration Manager), onboarding
numerous high-tech manufacturing companies, including
Hitachi, Matsushita, Cisco, and Seagate
• Co-authored ‘Microsoft SharePoint 2010: Creating and
Implementing Real-World Projects’ link (MS Press, March 2012)
and 3 books on software configuration management.
• Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com
From Microsoft Press
Order your copy at http://oreil.ly/qC4loT
Tackle 10 common business problems with proven
SharePoint solutions, including:
• Set up a help desk solution to track service requests
• Build a modest project management system
• Design a scheduling system to manage resources
• Create a site to support geographically dispersed teams
• Implement a course registration system
• Build a learning center with training classes and
resources
• Design a team blog platform to review content
• Create a process to coordinate RFP responses
• Set up a FAQ system to help users find answers quickly
• Implement a cost-effective contact management system
Improving Collaboration since 2007
• Mission: To enable enterprises to simplify, optimize, and
secure their collaborative platforms
• Delivered award-winning administration and migration
software since 1994, for SharePoint since 2007
• Over 3,000 global customers
Dramatically improve the management
of SharePoint
• Innovative products that improve security, scalability,
reliability, “deployability”
• Making IT more effective and efficient and lower the total
cost of ownership
Focus on solving specific SharePoint
problems (Administration & Migration)
• Coach enterprises on SharePoint best practices
• Give administrators the most innovative tools available
• Anticipate customers’ needs
• Deliver best of breed offerings
• Stay in lock step with SharePoint development and market trends
Definitions
Governance is about taking action to
help your organization organize,
optimize, and manage your systems
and resources.
A governance strategy is never static – it is
a living, breathing process.
It is a set of rules that you should
live by, not die by!
Your governance strategy needs
to be adaptable to meet the growing,
changing needs of your business.
SharePoint out of the box is a powerful platform
But many organizations don’t think they have the
time, money, people to spend on planning
The same can be said for governance
The result?
Site sprawl
Unfettered content
Process lawlessness
Governance
Strategy
Roles and
Responsibilities
Principles
Culture
Communication
Change
Management
Risk
Management
Information
Architecture
Business
Alignment
Monitoring and
Maintenance
Central to your governance implementation is understanding
and managing what is happening within your SharePoint
environment
Identifying, assessing, and prioritizing
Measuring and monitoring
Reviewing and modifying your governance strategy based on
changing data (and risks you identify)
Creating policies that secure and protect, but are also flexible enough
to meet the growing demands of your organization to collaborate
Permissions
Usage/Activity
Storage
Audit
Performance
Usage and Activity
Reporting
Audit Reporting
Performance
Reporting
http://technet.microsoft.com/en-us/library/hh144782(v=office.14).aspx)
Utilize your established PM methodology
Follow these simple, and universal, guidelines for
planning:
Understand your business objectives
Understand your end user expectations
Understand your governance model
Take feedback, iterate on your plan
Make your efforts transparent
Make decisions about your platform based on
data, not just “best practices”
Have a plan for tracking and measuring key
performance indicators and analytics
Make people accountable by
Making the data visible, transparent
Clarifying potential impacts
Constantly reviewing how data is captured, whether it shows
an accurate picture of what is happening
Order your copy at http://oreil.ly/qC4loT
Christian Buckley
cbuck@axceler.com
@buckleyplanet
www.Axceler.com
presentations
blog
book
governance4hybrid
Additional Resources available
Business Intelligence in SP2013, Jason Himmelstein
http://slidesha.re/15O8dKc
Developing and Enforcing SharePoint Governance
Policies with Axceler ControlPoint http://bit.ly/SJVq8a
What to Look for in a SharePoint Management Tool
http://bit.ly/l26ida
The Five Secrets to Controlling Your SharePoint
Environment http://bit.ly/kzdTjZ

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Understanding SharePoint Reporting

  • 1.
  • 2. What I’ll cover today: • What is the role of reporting in my SharePoint governance strategy? • Around which areas of SharePoint should I capture data? • What data is available out of the box in SharePoint 2007, 2010, and 2013? • What are the best practices for capturing the data that SharePoint doesn’t provide?
  • 3. Christian Buckley, Director of Product Evangelism at Axceler • Microsoft MVP for SharePoint Server • Prior to Axceler, worked for Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and worked as a consultant in the areas of software, supply chain, grid technology, and collaboration • Co-founded and sold a software company to Rational Software. At E2open, helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita, Cisco, and Seagate • Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing Real-World Projects’ link (MS Press, March 2012) and 3 books on software configuration management. • Twitter: @buckleyplanet Blog: buckleyplanet.com Email: cbuck@axceler.com
  • 4. From Microsoft Press Order your copy at http://oreil.ly/qC4loT Tackle 10 common business problems with proven SharePoint solutions, including: • Set up a help desk solution to track service requests • Build a modest project management system • Design a scheduling system to manage resources • Create a site to support geographically dispersed teams • Implement a course registration system • Build a learning center with training classes and resources • Design a team blog platform to review content • Create a process to coordinate RFP responses • Set up a FAQ system to help users find answers quickly • Implement a cost-effective contact management system
  • 5. Improving Collaboration since 2007 • Mission: To enable enterprises to simplify, optimize, and secure their collaborative platforms • Delivered award-winning administration and migration software since 1994, for SharePoint since 2007 • Over 3,000 global customers Dramatically improve the management of SharePoint • Innovative products that improve security, scalability, reliability, “deployability” • Making IT more effective and efficient and lower the total cost of ownership Focus on solving specific SharePoint problems (Administration & Migration) • Coach enterprises on SharePoint best practices • Give administrators the most innovative tools available • Anticipate customers’ needs • Deliver best of breed offerings • Stay in lock step with SharePoint development and market trends
  • 7. Governance is about taking action to help your organization organize, optimize, and manage your systems and resources.
  • 8. A governance strategy is never static – it is a living, breathing process. It is a set of rules that you should live by, not die by! Your governance strategy needs to be adaptable to meet the growing, changing needs of your business.
  • 9. SharePoint out of the box is a powerful platform But many organizations don’t think they have the time, money, people to spend on planning The same can be said for governance The result? Site sprawl Unfettered content Process lawlessness
  • 11. Central to your governance implementation is understanding and managing what is happening within your SharePoint environment Identifying, assessing, and prioritizing Measuring and monitoring Reviewing and modifying your governance strategy based on changing data (and risks you identify) Creating policies that secure and protect, but are also flexible enough to meet the growing demands of your organization to collaborate
  • 12.
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  • 54.
  • 55. Utilize your established PM methodology Follow these simple, and universal, guidelines for planning: Understand your business objectives Understand your end user expectations Understand your governance model Take feedback, iterate on your plan Make your efforts transparent
  • 56. Make decisions about your platform based on data, not just “best practices” Have a plan for tracking and measuring key performance indicators and analytics Make people accountable by Making the data visible, transparent Clarifying potential impacts Constantly reviewing how data is captured, whether it shows an accurate picture of what is happening
  • 57.
  • 58. Order your copy at http://oreil.ly/qC4loT Christian Buckley cbuck@axceler.com @buckleyplanet www.Axceler.com presentations blog book governance4hybrid Additional Resources available Business Intelligence in SP2013, Jason Himmelstein http://slidesha.re/15O8dKc Developing and Enforcing SharePoint Governance Policies with Axceler ControlPoint http://bit.ly/SJVq8a What to Look for in a SharePoint Management Tool http://bit.ly/l26ida The Five Secrets to Controlling Your SharePoint Environment http://bit.ly/kzdTjZ