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Empowering Your
Organization
with SharePoint 2010

Dux Raymond Sy, PMP
Managing Partner, Innovative-e
http://innovative-e.com

Recording:
English: http://vimeo.com/21470784
Chinese: http://vimeo.com/21477451
Session Objectives


    »  After completing this session, you will be able to describe the benefits of
      leveraging SharePoint for empowering your organization
    »  In addition, you will be able to comprehend SharePoint’s capabilities to
          ‣  Enhance document management
          ‣  Promote better collaboration
          ‣  Improve reporting
          ‣  Automate business processes
          ‣  Integrate with existing tools




2    Twitter: @meetdux #STPAsia
Dux Raymond Sy, PMP


                                 »  Managing Partner, Innovative-e, Inc.
                                 »  Microsoft SharePoint Server MVP
                                 »  Author, “SharePoint for Project Management” by O’Reilly
                                   Media
                                 »  For more information, connect with Dux
                                     ‣  E-Mail: dux.sy@innovative-e.com
                                     ‣  Twitter: twitter.com/meetdux
                                     ‣  LinkedIn: meetdux.com/li
                                     ‣  Blog: meetdux.com




3   Twitter: @meetdux #STPAsia
Empowering Your Organization with SharePoint 2010


    » Why SharePoint?

    » 7 Ways SharePoint Can Empower Your Organization

    » How to Successfully Leverage SharePoint

    » Questions and Answers




4    Twitter: @meetdux #STPAsia
Do You Know?




                    What is the number 1
                      collaboration tool
                     people use today?


5   Twitter: @meetdux #STPAsia
Collaboration Involves …




                                 Share
                                   +
                                 Point


6   Twitter: @meetdux #STPAsia
What SharePoint Can Do For You




7   Twitter: @meetdux #STPAsia
What is SharePoint?


    »  The business collaboration platform for the enterprise and the web
    »  Allows individuals in an organization to easily create and manage their own
      business collaboration solutions
          ‣  Simplifies how people find and share information across boundaries, and
             enabling better informed decisions
          ‣  Seamlessly integrates with Windows and MS Office
    »  Does not refer to a specific product or technology
          ‣  Using the word “Microsoft SharePoint” is like using the word “Microsoft
             Office”
          ‣  Refers to several collaborative solutions




8    Twitter: @meetdux #STPAsia
SharePoint as an Organizational Platform


    »  Work management solutions can be easily created
          ‣  Collaboration
          ‣  Reporting
          ‣  Communications
    »  Relatively easy to use
          ‣  IT intervention is minimal
          ‣  Based on familiar tools and technologies:
             Web, Windows, Microsoft Office




9    Twitter: @meetdux #STPAsia
Empowering Your Organization with SharePoint 2010


     » Why SharePoint?

     » 7 Ways SharePoint Can Empower Your Organization

     » How to Successfully Leverage SharePoint

     » Questions and Answers




10    Twitter: @meetdux #STPAsia
#1 Easily Create a Collaboration Website


     »  Technical skill requirement is minimal
           ‣  Microsoft Windows
           ‣  Microsoft Office
           ‣  Familiar with web browsing
     »  Easily define relevant access
           ‣  Based on communication needs
     »  If deployed appropriately, IT does not
       have to deal with
           ‣  Updating content
           ‣  Defining account privileges
           ‣  Maintaining a document repository

11    Twitter: @meetdux #STPAsia
#2 Efficiently Manage Information


     »  SharePoint provides various tools to effectively centralize and manage
       information
           ‣  Schedule
           ‣  Documents
           ‣  Risk/Issue Log
           ‣  Budget
     »  Document management features
           ‣  Information storage
           ‣  Check-in/check-out
           ‣  Version control
           ‣  Content approval

12    Twitter: @meetdux #STPAsia
#3 Facilitate Team Collaboration


     »  Document Collaboration
           ‣  Document Workspaces can be used to jointly develop requirements
              document, reports, templates, etc.
     »  Tools
           ‣  Wikis to document lessons learned
           ‣  Discussion boards for offline communication
           ‣  Meeting Workspaces to support meetings




13    Twitter: @meetdux #STPAsia
#4 Seamlessly Integrate with Existing Tools


     »  E-mail
     »  Microsoft Office
           ‣  Word
           ‣  Excel
           ‣  PowerPoint
           ‣  Project
     »  Enterprise tools




14    Twitter: @meetdux #STPAsia
#5 Automate Business Processes


     »  Common project workflows
           ‣  Change Control
           ‣  Expense Reimbursement
           ‣  Vacation Request
     »  SharePoint workflows
           ‣  Three-State
           ‣  Custom workflows




15    Twitter: @meetdux #STPAsia
#6 Generate Relevant Reports


     »  SharePoint can be used to generate relevant
           ‣  Interactive summary of a project
           ‣  Project tasks information
           ‣  Automated alerts
     »  Dashboards can be created
       using Web Parts
           ‣  Red, Amber, Green (RAG) Status
           ‣  Key Performance Indicators (KPI)
           ‣  Charts




16    Twitter: @meetdux #STPAsia
#7 Integrate with Existing Systems


     »  Integrate SharePoint with existing data sources
           ‣  SQL – based data
           ‣  Web Services
           ‣  XML
     »  Non Microsoft enterprise systems
           ‣  CRM
           ‣  Reporting Tools




17    Twitter: @meetdux #STPAsia
My SharePoint Journey




18   Twitter: @meetdux #STPAsia
Empowering Your Organization with SharePoint 2010


     » Why SharePoint?

     » 7 Ways SharePoint Can Empower Your Organization

     » How to Successfully Leverage SharePoint

     » Questions and Answers




19    Twitter: @meetdux #STPAsia
Address the Business Needs


     »  What are the business pain points?
           ‣  Project Management
           ‣  HR
           ‣  Finance
           ‣  Departments
     »  Proper requirements gathering is critical
           ‣  Analyst should understand both the business and SharePoint
     »  SharePoint is just a tool




20    Twitter: @meetdux #STPAsia
Prioritize


     »  What business need are you addressing?
           ‣  Collaboration
           ‣  Document Management
           ‣  Automate Processes
           ‣  Enhance Reporting
     »  What are your priorities?




21    Twitter: @meetdux #STPAsia
Empowering Your Organization with SharePoint 2010


     » Why SharePoint?

     » 7 Ways SharePoint Can Empower Your Organization

     » How to Successfully Leverage SharePoint

     » Questions and Answers




22    Twitter: @meetdux #STPAsia
Questions?




                                                   »  E-Mail: dux.sy@innovative-e.com
                                                   »  LinkedIn: meetdux.com/li
                                                   »  Blog: meetdux.com
                                                   »  Twitter: meetdux




                                  How did you like the presentation?
                                     http://meetdux.com/feedback


23   Twitter: @meetdux #STPAsia
Empowering Your
Organization
with SharePoint 2010

Thank You!

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Empowering Your Organization with SharePoint 2010 @ #STPAsia

  • 1. Empowering Your Organization with SharePoint 2010 Dux Raymond Sy, PMP Managing Partner, Innovative-e http://innovative-e.com Recording: English: http://vimeo.com/21470784 Chinese: http://vimeo.com/21477451
  • 2. Session Objectives »  After completing this session, you will be able to describe the benefits of leveraging SharePoint for empowering your organization »  In addition, you will be able to comprehend SharePoint’s capabilities to ‣  Enhance document management ‣  Promote better collaboration ‣  Improve reporting ‣  Automate business processes ‣  Integrate with existing tools 2 Twitter: @meetdux #STPAsia
  • 3. Dux Raymond Sy, PMP »  Managing Partner, Innovative-e, Inc. »  Microsoft SharePoint Server MVP »  Author, “SharePoint for Project Management” by O’Reilly Media »  For more information, connect with Dux ‣  E-Mail: dux.sy@innovative-e.com ‣  Twitter: twitter.com/meetdux ‣  LinkedIn: meetdux.com/li ‣  Blog: meetdux.com 3 Twitter: @meetdux #STPAsia
  • 4. Empowering Your Organization with SharePoint 2010 » Why SharePoint? » 7 Ways SharePoint Can Empower Your Organization » How to Successfully Leverage SharePoint » Questions and Answers 4 Twitter: @meetdux #STPAsia
  • 5. Do You Know? What is the number 1 collaboration tool people use today? 5 Twitter: @meetdux #STPAsia
  • 6. Collaboration Involves … Share + Point 6 Twitter: @meetdux #STPAsia
  • 7. What SharePoint Can Do For You 7 Twitter: @meetdux #STPAsia
  • 8. What is SharePoint? »  The business collaboration platform for the enterprise and the web »  Allows individuals in an organization to easily create and manage their own business collaboration solutions ‣  Simplifies how people find and share information across boundaries, and enabling better informed decisions ‣  Seamlessly integrates with Windows and MS Office »  Does not refer to a specific product or technology ‣  Using the word “Microsoft SharePoint” is like using the word “Microsoft Office” ‣  Refers to several collaborative solutions 8 Twitter: @meetdux #STPAsia
  • 9. SharePoint as an Organizational Platform »  Work management solutions can be easily created ‣  Collaboration ‣  Reporting ‣  Communications »  Relatively easy to use ‣  IT intervention is minimal ‣  Based on familiar tools and technologies: Web, Windows, Microsoft Office 9 Twitter: @meetdux #STPAsia
  • 10. Empowering Your Organization with SharePoint 2010 » Why SharePoint? » 7 Ways SharePoint Can Empower Your Organization » How to Successfully Leverage SharePoint » Questions and Answers 10 Twitter: @meetdux #STPAsia
  • 11. #1 Easily Create a Collaboration Website »  Technical skill requirement is minimal ‣  Microsoft Windows ‣  Microsoft Office ‣  Familiar with web browsing »  Easily define relevant access ‣  Based on communication needs »  If deployed appropriately, IT does not have to deal with ‣  Updating content ‣  Defining account privileges ‣  Maintaining a document repository 11 Twitter: @meetdux #STPAsia
  • 12. #2 Efficiently Manage Information »  SharePoint provides various tools to effectively centralize and manage information ‣  Schedule ‣  Documents ‣  Risk/Issue Log ‣  Budget »  Document management features ‣  Information storage ‣  Check-in/check-out ‣  Version control ‣  Content approval 12 Twitter: @meetdux #STPAsia
  • 13. #3 Facilitate Team Collaboration »  Document Collaboration ‣  Document Workspaces can be used to jointly develop requirements document, reports, templates, etc. »  Tools ‣  Wikis to document lessons learned ‣  Discussion boards for offline communication ‣  Meeting Workspaces to support meetings 13 Twitter: @meetdux #STPAsia
  • 14. #4 Seamlessly Integrate with Existing Tools »  E-mail »  Microsoft Office ‣  Word ‣  Excel ‣  PowerPoint ‣  Project »  Enterprise tools 14 Twitter: @meetdux #STPAsia
  • 15. #5 Automate Business Processes »  Common project workflows ‣  Change Control ‣  Expense Reimbursement ‣  Vacation Request »  SharePoint workflows ‣  Three-State ‣  Custom workflows 15 Twitter: @meetdux #STPAsia
  • 16. #6 Generate Relevant Reports »  SharePoint can be used to generate relevant ‣  Interactive summary of a project ‣  Project tasks information ‣  Automated alerts »  Dashboards can be created using Web Parts ‣  Red, Amber, Green (RAG) Status ‣  Key Performance Indicators (KPI) ‣  Charts 16 Twitter: @meetdux #STPAsia
  • 17. #7 Integrate with Existing Systems »  Integrate SharePoint with existing data sources ‣  SQL – based data ‣  Web Services ‣  XML »  Non Microsoft enterprise systems ‣  CRM ‣  Reporting Tools 17 Twitter: @meetdux #STPAsia
  • 18. My SharePoint Journey 18 Twitter: @meetdux #STPAsia
  • 19. Empowering Your Organization with SharePoint 2010 » Why SharePoint? » 7 Ways SharePoint Can Empower Your Organization » How to Successfully Leverage SharePoint » Questions and Answers 19 Twitter: @meetdux #STPAsia
  • 20. Address the Business Needs »  What are the business pain points? ‣  Project Management ‣  HR ‣  Finance ‣  Departments »  Proper requirements gathering is critical ‣  Analyst should understand both the business and SharePoint »  SharePoint is just a tool 20 Twitter: @meetdux #STPAsia
  • 21. Prioritize »  What business need are you addressing? ‣  Collaboration ‣  Document Management ‣  Automate Processes ‣  Enhance Reporting »  What are your priorities? 21 Twitter: @meetdux #STPAsia
  • 22. Empowering Your Organization with SharePoint 2010 » Why SharePoint? » 7 Ways SharePoint Can Empower Your Organization » How to Successfully Leverage SharePoint » Questions and Answers 22 Twitter: @meetdux #STPAsia
  • 23. Questions? »  E-Mail: dux.sy@innovative-e.com »  LinkedIn: meetdux.com/li »  Blog: meetdux.com »  Twitter: meetdux How did you like the presentation? http://meetdux.com/feedback 23 Twitter: @meetdux #STPAsia