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Online Conference
June 17th and 18th 2015
WWW.COLLAB365.EVENTS
Structuring Serendipitous
Collaboration
WWW.COLLAB365.EVENTS
Nick Inglis
Optismo / igKit
Email : nick.inglis@optismo.com
Twitter : @nickinglis
Facebook : /nickinglis
LinkedIn : /in/nickginglis
• CEO, Optismo / igKit
• Certified Information Professional (CIP), Enterprise
Content Management Master (ECMm), Electronic Records
Management Master (ERMm), AIIM SharePoint Master
(SPm), Enterprise 2.0 Master (E20m), and Inbound
Marketing Certified Professional (IMCP).
• Co-Creator, The Information Governance Conference
(InfoGovCon)
• Creator, Information Governance Model
(InfoGovModel.com)
• Author, AIIM SharePoint Governance Toolkit
• Dad, Conor Atom
WWW.COLLAB365.EVENTS
Optismo
• Leading Consulting Firm for
Information Governance,
Establishing Information
Governance Practices in
Organizations Worldwide
• Vendor Marketing Services:
Content Marketing, Assessment,
Inbound Marketing Setup &
Outsourcing
WWW.COLLAB365.EVENTS
igKit
• Your turnkey Information Governance
Solution:
– Repository cleanup & deduplication
– Migration
– Redundant, Outdated, Trivial Content
Identification & Removal
– Classification & Automated
Classification
– Metadata Enhancement
– Legally Defensible Disposition/Deletion
WWW.COLLAB365.EVENTS
Everyone WANTS Collaboration
WWW.COLLAB365.EVENTS
No one wants to do the WORK to
enable collaboration
WWW.COLLAB365.EVENTS
Identifying the problem
WWW.COLLAB365.EVENTS
How Do We Structure SharePoint?
WWW.COLLAB365.EVENTS
Has anyone ever considered that there may be a better way?
WWW.COLLAB365.EVENTS
How Does Collaboration Happen?
• Within Departments
• Across Departments
• Within Teams
• Across Teams
• Within Disciplines
WWW.COLLAB365.EVENTS
How Can We Enable Collaboration…
• Within Departments?
• Across Departments?
• Within Teams?
• Across Teams?
• Within Disciplines?
WWW.COLLAB365.EVENTS
How Do We Enable Departmental
Collaboration?
• SharePoint does this by
default in most
organizations
• If you structure your
SharePoint by
departments, you’re
already doing this.
WWW.COLLAB365.EVENTS
How Do We Enable Team
Collaboration?
• Establish logical team
structures
• Allow cross functional
permissions
• Give appropriate access for
sharing knowledge
• Team sites, Yammer
Groups, all sorts of tools
WWW.COLLAB365.EVENTS
How Do We Enable Discipline
Based Collaboration?
Content subjects.
WWW.COLLAB365.EVENTS
Example Teams
Team A
• Project Manager
• Finance
• Business Analyst
• IT
Team B
• Project Manager
• Finance
• Business Analyst
• IT
WWW.COLLAB365.EVENTS
Our Teams In The Org Chart
CEO
COO
Project
Manager A
Biz Analyst
A
Project
Manager B
Biz Analyst
B
CIO
IT A IT B
CFO
Finance A
Finance B
WWW.COLLAB365.EVENTS
Example Teams
Team Site A
• Project Manager
• Finance
• Business Analyst
• IT
Team Site B
• Project Manager
• Finance
• Business Analyst
• IT
WWW.COLLAB365.EVENTS
Example Teams
Team Site A
• Project Manager
• Finance
• Business Analyst
• IT
Team Site B
• Project Manager
• Finance
• Business Analyst
• IT
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
• Communities of Practice?
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
• Communities of Practice?
• Knowledge Management
Initiatives?
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
• Communities of Practice?
• Knowledge Management
Initiatives?
It all has to start with:
WWW.COLLAB365.EVENTS
There’s No GREAT Solution Yet
• Communities of Practice?
• Knowledge Management
Initiatives?
It all has to start with:
• Improve Search & Serendipity
Through Better Information
Architecture
WWW.COLLAB365.EVENTS
AIIM, Keldsen, & Frappaolo
Culture Matters:
• Those that responded that
they were “Knowledge
Management inclined
organizations” improved
adoption for serendipitous
collaboration.
Source: http://www.slideshare.net/dan.keldsen/enterprise-20-ftw
WWW.COLLAB365.EVENTS
SharePoint Infrastructure
Sites
Features Lists Views Workflows Themes Layouts Alerts
Site Collection
Web Parts Features Content Types Site Columns User Solutions Usage Analytics Auditing
Web Applications
Authentication
Provider
Content Database Throttling Managed Paths Service Connections Features Permissions
Farm
Databases Solutions Service Applications Alternate Access Monitoring Security Timer Jobs
Original Source: http://technet.microsoft.com/en-
us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
SharePoint Infrastructure
Sites
Features Lists Views Workflows Themes Layouts Alerts
Site Collection
Web Parts Features Content Types Site Columns User Solutions Usage Analytics Auditing
Web Applications
Authentication
Provider
Content Database Throttling Managed Paths Service Connections Features Permissions
Farm
Databases Solutions Service Applications Alternate Access Monitoring Security Timer Jobs
Original Source: http://technet.microsoft.com/en-
us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
SharePoint Infrastructure
Sites
Features Lists Views Workflows Themes Layouts Alerts
Site Collection
Web Parts Features Content Types Site Columns User Solutions Usage Analytics Auditing
Web Applications
Authentication
Provider
Content Database Throttling Managed Paths Service Connections Features Permissions
Farm
Databases Solutions Service Applications Alternate Access Monitoring Security Timer Jobs
Original Source: http://technet.microsoft.com/en-
us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
SharePoint Infrastructure
Sites
Features Lists Views Workflows Themes Layouts Alerts
Site Collection
Web Parts Features Content Types Site Columns User Solutions Usage Analytics Auditing
Web Applications
Authentication
Provider
Content Database Throttling Managed Paths Service Connections Features Permissions
Farm
Databases Solutions Service Applications Alternate Access Monitoring Security Timer Jobs
Original Source: http://technet.microsoft.com/en-
us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
What Is Information Architecture?
WWW.COLLAB365.EVENTS
What Is Information Architecture?
• Earl Morrogh, Information
Architecture, An Emerging 21st
Century Profession:
– “Information architecture
(IA) is a professional practice
and field of studies focused
on solving the basic
problems of accessing, and
using, the vast amounts of
information available today.”
Source:
http://books.google.com/books/about/Information_Architecture
WWW.COLLAB365.EVENTS
Building IA & Sustaining It
Plan Deploy Sustain
WWW.COLLAB365.EVENTS
Planning Information Architecture
• Goals of IA
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Planning Information Architecture
• Goals of IA
– Support User’s Ability To Find Content
WWW.COLLAB365.EVENTS
Planning Information Architecture
• Goals of IA
– Support User’s Ability To Find Content
– Applied Consistently
WWW.COLLAB365.EVENTS
Planning Information Architecture
• Goals of IA
– Support User’s Ability To Find Content
– Applied Consistently
– Leveraging SharePoint Functionality
WWW.COLLAB365.EVENTS
Planning Information Architecture
• Goals of IA
– Support User’s Ability To Find Content
– Applied Consistently
– Leveraging SharePoint Functionality
– Sustainable
WWW.COLLAB365.EVENTS
Containers
WWW.COLLAB365.EVENTS
Containers
• Containers are structured hierarchically
WWW.COLLAB365.EVENTS
Containers
• Containers are structured hierarchically
• Allows us to establish policies once and ‘push’
through the hierarchical structure
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Containers
• Containers are structured hierarchically
• Allows us to establish policies once and ‘push’
through the hierarchical structure
• Site Collections > Sites > Libraries
WWW.COLLAB365.EVENTS
Containers
• Containers are structured hierarchically
• Allows us to establish policies once and ‘push’
through the hierarchical structure
• Site Collections > Sites > Libraries
• Content Types > Metadata
WWW.COLLAB365.EVENTS
Content Types
WWW.COLLAB365.EVENTS
Content Types
• Content Types are selected upon upload of a
piece of content into SharePoint
WWW.COLLAB365.EVENTS
Content Types
• Content Types are selected upon upload of a
piece of content into SharePoint
• Content types define the metadata schema
associated
WWW.COLLAB365.EVENTS
Content Types
• Content Types are selected upon upload of a
piece of content into SharePoint
• Content types define the metadata schema
associated
• Content types are hierarchical
WWW.COLLAB365.EVENTS
Content Types
• Content Types are selected upon upload of a
piece of content into SharePoint
• Content types define the metadata schema
associated
• Content types are hierarchical
• Content types can apply policies
WWW.COLLAB365.EVENTS
Structure of SharePoint IA
Site
Collections
Sites Libraries
Content
Types
Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Structure of SharePoint IA
Site
Collections
Sites Libraries
Content
Types
Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Structure of SharePoint IA
Content
Organizer
Workflow
Records
Centers
In Place
Records
Management
Multi-stage
retention
Automated
Disposition
eDiscovery &
Litigation
Holds
Underlying Processes To Align With Business Requirements
Site
Collections
Sites Libraries
Content
Types
Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Example
WWW.COLLAB365.EVENTS
Example
Site
Collections
Sites Libraries
Content
Types
Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Example
Content Uploaded to:
Site Collection – ABC Company
Site – Marketing
Library – Marketing Assets
Content Type – Contract
Metadata –
Vendor: XY Consulting; Contract Size: $150,000; Signer: Jane Smith;
Site
Collections
Sites Libraries
Content
Types
Metadata
Elements of IA Structure
Physical Containers Taxonomic Elements
WWW.COLLAB365.EVENTS
Planning SharePoint IA
WWW.COLLAB365.EVENTS
Planning SharePoint IA
• Plan Your Site Collections & Site Hierarchy
WWW.COLLAB365.EVENTS
Planning SharePoint IA
• Plan Your Site Collections & Site Hierarchy
• Plan Your Content Types
WWW.COLLAB365.EVENTS
Planning SharePoint IA
• Plan Your Site Collections & Site Hierarchy
• Plan Your Content Types
• Plan Your Metadata
WWW.COLLAB365.EVENTS
Plan Your Site Collections & Sites
WWW.COLLAB365.EVENTS
Plan Your Site Collections & Sites
• Should support Navigation
WWW.COLLAB365.EVENTS
Plan Your Site Collections & Sites
• Should support Navigation
• Should be logical to Users
WWW.COLLAB365.EVENTS
Plan Your Site Collections & Sites
• Should support Navigation
• Should be logical to Users
• New Sites can be requesting through Site
Provisioning
WWW.COLLAB365.EVENTS
Plan Your Site Collections & Sites
Site
Collection A
Site A
Sub-Site A
Provisioned
Sites Added
Sub-Site A1
Provisioned
Sites Added
Site B
Sub-Site B
Provisioned
Sites Added
Site C
Provisioned
Sites Added
Site
Collection B
Site D
Provisioned
Sites Added
WWW.COLLAB365.EVENTS
Plan Your Content Types
WWW.COLLAB365.EVENTS
Plan Your Content Types
• Should be used to Categorize content
WWW.COLLAB365.EVENTS
Plan Your Content Types
• Should be used to Categorize content
• Can be used to apply Workflow
WWW.COLLAB365.EVENTS
Plan Your Content Types
• Should be used to Categorize content
• Can be used to apply Workflow
• Can be used to apply Retention Rules
WWW.COLLAB365.EVENTS
Plan Your Content Types
• Should be used to Categorize content
• Can be used to apply Workflow
• Can be used to apply Retention Rules
• Can be used to apply Disposition Rules
WWW.COLLAB365.EVENTS
Plan Your Content Types
• Should be used to Categorize content
• Can be used to apply Workflow
• Can be used to apply Retention Rules
• Can be used to apply Disposition Rules
• Can be used to leverage the Content Organizer
WWW.COLLAB365.EVENTS
Plan Your Content Types
Content
Type A
Content
Type A1
Extensible
Content
Type A2
Extensible
Content
Type B
Content
Type B1
Content
Type B1A
Extensible
Content
Type B1B
Extensible
Content
Type B2
Content
Type B2A
Extensible
Content
Type B2B
Extensible
Content
Type C
Content
Type C1
Extensible
Content
Type C2
Extensible
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations
Manuals
Extensible
Marketing
Collateral
White Papers
Extensible
Brochures
Extensible
Contracts
Reseller
Contracts
Extensible
Conference
Contracts
Extensible
HR
W-2s
Extensible
Accounting
Reports
Extensible
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations
Manuals
Extensible
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations
Manuals
Extensible
• Manufacturing wants to have specs for
facilities separate from product specs
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations
Manuals
Extensible
• Manufacturing wants to have specs for
facilities separate from product specs
• Site Admin can EXTEND the Content Type
“Spec” to add “Facility Specs” and “Product
Specs”
WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations
Manuals
Extensible
• Manufacturing wants to have specs for
facilities separate from product specs
• Site Admin can EXTEND the Content Type
“Spec” to add “Facility Specs” and “Product
Specs”
• “Facility Spec” and “Product Spec” will have
all of the Metadata and Information Policies
of both “Manufacturing” and “Specs”.
WWW.COLLAB365.EVENTS
Plan Your Content Types
Associated Properties:
•Metadata
•Name
•Created By
•Retention Rules
•Disposition Rules
•Content MAY NOT Be Added
Manufacturing
WWW.COLLAB365.EVENTS
Plan Your Content Types
Associated Properties:
•All Properties Associated with Manufacturing
•Metadata:
•Spec Number
•Content MAY Be Added
Associated Properties:
•Metadata
•Name
•Created By
•Retention Rules
•Disposition Rules
•Content MAY NOT Be Added
Manufacturing
Specs
WWW.COLLAB365.EVENTS
Plan Your Content Types
Associated Properties:
•All Properties Associated With Manufacturing & Specs
•New Content Types May Be Extended (NOT CREATED FROM
SCRATCH)
•Additional Metadata Fields May Be Added (But Not Created From
Scratch, Must Already Be In The System)
Associated Properties:
•All Properties Associated with Manufacturing
•Metadata:
•Spec Number
•Content MAY Be Added
Associated Properties:
•Metadata
•Name
•Created By
•Retention Rules
•Disposition Rules
•Content MAY NOT Be Added
Manufacturing
Specs
Extensible
WWW.COLLAB365.EVENTS
Plan Your Metadata
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Should be used to identify content for purposes
of Findability
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Should be used to identify content for purposes
of Findability
• Can be used to apply Workflow
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Should be used to identify content for purposes
of Findability
• Can be used to apply Workflow
• Can be used to apply Retention Rules
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Should be used to identify content for purposes
of Findability
• Can be used to apply Workflow
• Can be used to apply Retention Rules
• Can be used to apply Disposition Rules
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Should be used to identify content for purposes
of Findability
• Can be used to apply Workflow
• Can be used to apply Retention Rules
• Can be used to apply Disposition Rules
• Can be used to leverage the Content Organizer
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Identify common information types and required properties.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Identify common information types and required properties.
• Determine which data elements should be immutable (closed) and
which can be left to the user’s discretion (open).
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your Metadata
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
• Identify common information types and required properties.
• Determine which data elements should be immutable (closed) and
which can be left to the user’s discretion (open).
• Identify syndication requirements and managed metadata service
application needs.
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Identify common information types and required properties.
• Determine which data elements should be immutable (closed) and
which can be left to the user’s discretion (open).
• Identify syndication requirements and managed metadata service
application needs.
• Define term store roles and memberships.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Identify common information types and required properties.
• Determine which data elements should be immutable (closed) and
which can be left to the user’s discretion (open).
• Identify syndication requirements and managed metadata service
application needs.
• Define term store roles and memberships.
• Specify language requirements.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Identify common information types and required properties.
• Determine which data elements should be immutable (closed) and
which can be left to the user’s discretion (open).
• Identify syndication requirements and managed metadata service
application needs.
• Define term store roles and memberships.
• Specify language requirements.
• Group terms into a logical hierarchy.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your Metadata
• Identify common information types and required properties.
• Determine which data elements should be immutable (closed) and
which can be left to the user’s discretion (open).
• Identify syndication requirements and managed metadata service
application needs.
• Define term store roles and memberships.
• Specify language requirements.
• Group terms into a logical hierarchy.
• Create term sets and terms.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
WWW.COLLAB365.EVENTS
Plan Your Metadata
Field Name Associated Content
Type(s)
Field Type Applied At Managed Term Set Group
File Name All Derived (Text) Farm N/A Standard Field
Created By All Derived (AD) Farm List (managed by AD) Standard Field
Modified By All Derived (AD) Farm List (managed by AD) Standard Field
Modified Date All Derived (Date) Farm N/A Standard Field
File Size All Intrinsic (Number) Farm N/A Standard Field
Item Type All Intrinsic (Text) Farm List (managed by SharePoint) Standard Field
Spec Number Manufacturing > Spec Number (Managed) Site Collection Calculated Spec
Facility Type Manufacturing > Spec
> Facility Spec
Text Site N/A Facilities
WWW.COLLAB365.EVENTS
Deploying Information Architecture
WWW.COLLAB365.EVENTS
Deploying Information Architecture
• Site Structure Is Deployed Through Creation
Of Individual Sites
WWW.COLLAB365.EVENTS
Deploying Information Architecture
• Site Structure Is Deployed Through Creation
Of Individual Sites
• Should be iterations of Site Templates
WWW.COLLAB365.EVENTS
Deploying Information Architecture
• Enterprise Content Types should be created
through the Content Type Hub
WWW.COLLAB365.EVENTS
Deploying Information Architecture
• Enterprise Content Types should be created
through the Content Type Hub
• May Use Multiple Hubs for Alternate
Syndication (Example: HR, Security, etc.)
WWW.COLLAB365.EVENTS
Deploying Information Architecture
• Enterprise Metadata Fields should be
deployed through the Managed Metadata
Service
WWW.COLLAB365.EVENTS
Deploying Information Architecture
• Managed Term Sets and Terms should be
deployed through the Term Store
WWW.COLLAB365.EVENTS
Sustaining Information Architecture
WWW.COLLAB365.EVENTS
Sustaining Information Architecture
• Prepare for change
WWW.COLLAB365.EVENTS
Sustaining Information Architecture
• Prepare for change
• Leverage tagging information, search data,
user feedback to modify IA over time
WWW.COLLAB365.EVENTS
Sustaining Information Architecture
• Prepare for change
• Leverage tagging information, search data,
user feedback to modify IA over time
• Establish IA ownership
WWW.COLLAB365.EVENTS
Sustaining Information Architecture
• Prepare for change
• Leverage tagging information, search data,
user feedback to modify IA over time
• Establish IA ownership
• Establish schedule for ongoing IA review
WWW.COLLAB365.EVENTS
Beyond Information Architecture
• Don’t establish an Information
Architecture in a vacuum, establish
it in conjunction with a full
Information Governance plan and
program.
• Leverage our Open Source tool at
InfoGovModel.com to help guide
you.
WWW.COLLAB365.EVENTS
But Wait, There’s More
WWW.COLLAB365.EVENTS
But Wait, There’s More
• SERENDIPITOUS COLLABORATION
WWW.COLLAB365.EVENTS
But Wait, There’s More
• SERENDIPITOUS COLLABORATION
• SharePoint Information Architecture
WWW.COLLAB365.EVENTS
But Wait, There’s More
• SERENDIPITOUS COLLABORATION
• SharePoint Information Architecture
• SharePoint Governance
WWW.COLLAB365.EVENTS
But Wait, There’s More
• SERENDIPITOUS COLLABORATION
• SharePoint Information Architecture
• SharePoint Governance
• Enterprise Information Governance
WWW.COLLAB365.EVENTS
SharePoint Governance
WWW.COLLAB365.EVENTS
Information Gathering Foundational Information Guide Strategy Implementation Planning
SharePoint Governance
Foundational Activities
WWW.COLLAB365.EVENTS
Information Gathering Foundational Information Guide Strategy Implementation Planning
SharePoint Governance
Foundational Activities
Content
Design &
Structure
Development People/Roles Security Classification
Governance Areas
WWW.COLLAB365.EVENTS
What
ISSharePoint
Governance?
WWW.COLLAB365.EVENTS
What
Ask 10 experts…ISSharePoint
Governance? get 20 answers.
WWW.COLLAB365.EVENTS
Why Is That?
WWW.COLLAB365.EVENTS
• Governance is expansive.
Why Is That?
WWW.COLLAB365.EVENTS
• Governance is expansive.
• It reaches all parts of an organization.
Why Is That?
WWW.COLLAB365.EVENTS
• Governance is expansive.
• It reaches all parts of an organization.
• It is approached differently by the many
stakeholders.
Why Is That?
WWW.COLLAB365.EVENTS
Driven by
business
requirements
WWW.COLLAB365.EVENTS
Content
Design &
Structure
Development
People/Roles
Security
Classification
Driven by
business
requirements
WWW.COLLAB365.EVENTS
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
Starting Off Right
WWW.COLLAB365.EVENTS
Foundational
Activities
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
WWW.COLLAB365.EVENTS
Foundational Activities
GatherData&
IdentifyTrends
Develop representative
user profiles
Align questions to gap
analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
GatherData&
IdentifyTrends
Develop representative
user profiles
Align questions to gap
analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
GatherData&
IdentifyTrends
Develop representative
user profiles
Align questions to gap
analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
GatherData&
IdentifyTrends
Develop representative
user profiles
Align questions to gap
analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
GatherData&
IdentifyTrends
Develop representative
user profiles
Align questions to gap
analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational Activities
GatherData&
IdentifyTrends
Develop representative
user profiles
Align questions to gap
analysis mapping
Gather
1 on 1 interviewing
Surveys
Workshops
Information Gathering
WWW.COLLAB365.EVENTS
Foundational
Activities
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
WWW.COLLAB365.EVENTS
Foundational Information
Foundational Activities
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems Replacements
Etc.
Foundational
Overview
Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational Activities
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems Replacements
Etc.
Foundational
Overview
Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational Activities
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems Replacements
Etc.
Foundational
Overview
Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational Activities
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems Replacements
Etc.
Foundational
Overview
Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational Activities
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems Replacements
Etc.
Foundational
Overview
Document
WWW.COLLAB365.EVENTS
Foundational Information
Foundational Activities
Establish The Role of SharePoint
SharePoint as:
Development
Platform
Content Management
Social Platform
Etc.
Establish Role of Cooperating Systems
What Connects?
Data Connections
UI Connections
Process Connections
Assess Maturity
Establish maturity
assessment for:
Systems/Technology
Culture
Compliance
Etc.
Identify External Factors
Budget
Policy
M&A Activity
Systems Replacements
Etc.
WWW.COLLAB365.EVENTS
Foundational
Activities
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
WWW.COLLAB365.EVENTS
Guide Strategy
Foundational Activities
Technology
Roadmap
Gap
Analysis
Reference
Architecture
Guiding Principles
WWW.COLLAB365.EVENTS
Foundational
Activities
Information
Gathering
Foundational
Information
Guide Strategy
Implementation
Planning
WWW.COLLAB365.EVENTS
Implementation Planning
Foundational Activities
Document
Requirements
Develop A
Business Case
& Gain
Approval
WWW.COLLAB365.EVENTS
Governance
Areas Content
Design &
User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Content Governance
Develop & Implement
Retention Policies
Across All Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
WWW.COLLAB365.EVENTS
Develop & Implement
Retention Policies
Across All Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Develop & Implement
Retention Policies
Across All Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Develop & Implement
Retention Policies
Across All Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Develop & Implement
Retention Policies
Across All Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Develop & Implement
Retention Policies
Across All Information
Establish Content
Type Structure &
Rules
Standardize
Metadata
(Columns)
Library & List
Standards
Site Provisioning
Content
Develop & Implement
Retention Policies Across
All Information
Establish Content Type
Structure & Rules
Standardize Metadata
(Columns)
Library & List Standards
Site Provisioning
Content Governance
WWW.COLLAB365.EVENTS
Governance
Areas Content
Design &
User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site
Organization
Establish
Branding
Establish Site
Templates To
Carry Common
Permissions &
Functionality
Establish
Navigation
Rules
Establish Search
Configuration
Rules
Design & User
Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search
Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site
Organization
Establish
Branding
Establish Site
Templates To
Carry Common
Permissions &
Functionality
Establish
Navigation
Rules
Establish Search
Configuration
Rules
Design & User
Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search
Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site
Organization
Establish
Branding
Establish Site
Templates To
Carry Common
Permissions &
Functionality
Establish
Navigation
Rules
Establish Search
Configuration
Rules
Design & User
Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search
Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site
Organization
Establish
Branding
Establish Site
Templates To
Carry Common
Permissions &
Functionality
Establish
Navigation
Rules
Establish Search
Configuration
Rules
Design & User
Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search
Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site
Organization
Establish
Branding
Establish Site
Templates To
Carry Common
Permissions &
Functionality
Establish
Navigation
Rules
Establish Search
Configuration
Rules
Design & User
Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search
Configuration Rules
WWW.COLLAB365.EVENTS
Design & User Experience
Establish Site
Organization
Establish
Branding
Establish Site
Templates To
Carry Common
Permissions &
Functionality
Establish
Navigation
Rules
Establish Search
Configuration
Rules
Design & User
Experience
Establish Site Organization
Establish Branding
Establish Site Templates To
Carry Common Permissions
& Functionality
Establish Navigation Rules
Establish Search
Configuration Rules
WWW.COLLAB365.EVENTS
Governance
Areas Content
Design &
User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Development Governance
Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management Plan
WWW.COLLAB365.EVENTS
Development Governance
Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management Plan
WWW.COLLAB365.EVENTS
Development Governance
Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management Plan
WWW.COLLAB365.EVENTS
Development Governance
Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management Plan
WWW.COLLAB365.EVENTS
Development Governance
Establish Your
SharePoint
Environment
Rules
Establish Your Code
Deployment Process
Establish Your
Ongoing Server
Management
Plan
Development
Establish Your SharePoint
Environment Rules
Establish Your Code
Deployment Process
Establish Your Ongoing
Server Management Plan
WWW.COLLAB365.EVENTS
Governance
Areas Content
Design &
User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
People / Roles
Establish
permissions
groups
Establish
support
channels and
roles
Establish
group-based
training
requirements
Establish roles
in SharePoint
maintenance
People / Roles
Establish permissions
groups
Establish support channels
and roles
Establish group-based
training requirements
Establish roles in
SharePoint maintenance
WWW.COLLAB365.EVENTS
People / Roles
Establish
permissions
groups
Establish
support
channels and
roles
Establish
group-based
training
requirements
Establish roles
in SharePoint
maintenance
People / Roles
Establish permissions
groups
Establish support channels
and roles
Establish group-based
training requirements
Establish roles in
SharePoint maintenance
WWW.COLLAB365.EVENTS
People / Roles
Establish
permissions
groups
Establish
support
channels and
roles
Establish
group-based
training
requirements
Establish roles
in SharePoint
maintenance
People / Roles
Establish permissions
groups
Establish support channels
and roles
Establish group-based
training requirements
Establish roles in
SharePoint maintenance
WWW.COLLAB365.EVENTS
People / Roles
Establish
permissions
groups
Establish
support
channels and
roles
Establish
group-based
training
requirements
Establish roles
in SharePoint
maintenance
People / Roles
Establish permissions
groups
Establish support channels
and roles
Establish group-based
training requirements
Establish roles in
SharePoint maintenance
WWW.COLLAB365.EVENTS
People / Roles
Establish
permissions
groups
Establish
support
channels and
roles
Establish
group-based
training
requirements
Establish roles
in SharePoint
maintenance
People / Roles
Establish permissions
groups
Establish support channels
and roles
Establish group-based
training requirements
Establish roles in
SharePoint maintenance
WWW.COLLAB365.EVENTS
Governance
Areas Content
Design &
User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Security
Permissions
Inheritance
& Divergence
Roles For
Administration
Hierarchy
Permissions
Group
Creation
Rules
Security
Permissions Inheritance
& Divergence
Roles For Administration
Hierarchy
Permissions Group
Creation
WWW.COLLAB365.EVENTS
Security
Permissions
Inheritance
& Divergence
Roles For
Administration
Hierarchy
Permissions
Group
Creation
Rules
Security
Permissions Inheritance
& Divergence
Roles For Administration
Hierarchy
Permissions Group
Creation
WWW.COLLAB365.EVENTS
Security
Permissions
Inheritance
& Divergence
Roles For
Administration
Hierarchy
Permissions
Group
Creation
Rules
Security
Permissions Inheritance
& Divergence
Roles For Administration
Hierarchy
Permissions Group
Creation
WWW.COLLAB365.EVENTS
Security
Permissions
Inheritance
& Divergence
Roles For
Administration
Hierarchy
Permissions
Group
Creation
Rules
Security
Permissions Inheritance
& Divergence
Roles For Administration
Hierarchy
Permissions Group
Creation
WWW.COLLAB365.EVENTS
Governance
Areas Content
Design &
User
Experience
Development People/Roles
Security Classification
WWW.COLLAB365.EVENTS
Classification Governance
Establish
Consistent
Classification
Establish
Content
Type Groups
Managed
Metadata
Service
Rules & Use
Content
Type Hub
Rules & Use
Leveraging
The Content
Organizer
Classification
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata
Service Rules & Use
Content Type Hub
Rules & Use
Leveraging The
Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish
Consistent
Classification
Establish
Content
Type Groups
Managed
Metadata
Service
Rules & Use
Content
Type Hub
Rules & Use
Leveraging
The Content
Organizer
Classification
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata
Service Rules & Use
Content Type Hub
Rules & Use
Leveraging The
Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish
Consistent
Classification
Establish
Content
Type Groups
Managed
Metadata
Service
Rules & Use
Content
Type Hub
Rules & Use
Leveraging
The Content
Organizer
Classification
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata
Service Rules & Use
Content Type Hub
Rules & Use
Leveraging The
Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish
Consistent
Classification
Establish
Content
Type Groups
Managed
Metadata
Service
Rules & Use
Content
Type Hub
Rules & Use
Leveraging
The Content
Organizer
Classification
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata
Service Rules & Use
Content Type Hub
Rules & Use
Leveraging The
Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish
Consistent
Classification
Establish
Content
Type Groups
Managed
Metadata
Service
Rules & Use
Content
Type Hub
Rules & Use
Leveraging
The Content
Organizer
Classification
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata
Service Rules & Use
Content Type Hub
Rules & Use
Leveraging The
Content Organizer
WWW.COLLAB365.EVENTS
Classification Governance
Establish
Consistent
Classification
Establish
Content
Type Groups
Managed
Metadata
Service
Rules & Use
Content
Type Hub
Rules & Use
Leveraging
The Content
Organizer
Classification
Establish Consistent
Classification
Establish Content
Type Groups
Managed Metadata
Service Rules & Use
Content Type Hub
Rules & Use
Leveraging The
Content Organizer
WWW.COLLAB365.EVENTS
Recap of SharePoint Governance
WWW.COLLAB365.EVENTS
Information Gathering Foundational Information Guide Strategy Implementation Planning
Foundational Activities
Recap of SharePoint Governance
WWW.COLLAB365.EVENTS
Information Gathering Foundational Information Guide Strategy Implementation Planning
Foundational Activities
Content
Design &
Structure
Development People/Roles Security Classification
Governance Areas
Recap of SharePoint Governance
WWW.COLLAB365.EVENTS
Enterprise Information Governance
WWW.COLLAB365.EVENTS
Serendipitous Collaboration
• Don’t be like this:
WWW.COLLAB365.EVENTS
Serendipitous Collaboration
• Plan and do the work
WWW.COLLAB365.EVENTS
Serendipitous Collaboration
• Get results
WWW.COLLAB365.EVENTS
Stay tuned for more great sessions …

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Structuring Serendipitous Collaboration - Nick Inglis at Collab365 Conference

Notes de l'éditeur

  1. Everyone says “Collaboration” but no one knows what it is.