How do you structure SharePoint to enable collaboration? It isn't a problem you can simply throw technology at to solve, it requires careful planning of your Information Architecture and the application of SharePoint Governance.
11. WWW.COLLAB365.EVENTS
How Can We Enable Collaboration…
• Within Departments?
• Across Departments?
• Within Teams?
• Across Teams?
• Within Disciplines?
12. 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.
13. 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
16. 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
23. 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
24. 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
25. 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
26. 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
27. 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
28. 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
30. 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
40. WWW.COLLAB365.EVENTS
Containers
• Containers are structured hierarchically
• Allows us to establish policies once and ‘push’
through the hierarchical structure
• Site Collections > Sites > Libraries
41. 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
45. 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
46. 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
49. 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
52. 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
60. WWW.COLLAB365.EVENTS
Plan Your Site Collections & Sites
• Should support Navigation
• Should be logical to Users
• New Sites can be requesting through Site
Provisioning
61. 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
65. 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
66. 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
67. 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
68. 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
71. WWW.COLLAB365.EVENTS
Plan Your Content Types
Manufacturing
Specs
Extensible
Operations
Manuals
Extensible
• Manufacturing wants to have specs for
facilities separate from product specs
72. 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”
73. 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”.
74. WWW.COLLAB365.EVENTS
Plan Your Content Types
Associated Properties:
•Metadata
•Name
•Created By
•Retention Rules
•Disposition Rules
•Content MAY NOT Be Added
Manufacturing
75. 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
76. 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
80. 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
81. 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
82. 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
83. WWW.COLLAB365.EVENTS
Plan Your Metadata
• Identify common information types and required properties.
Source: Microsoft - http://technet.microsoft.com/en-us/sharepoint/hh126808
84. 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
85. 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.
86. 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
87. 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
88. 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
89. 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
90. 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
103. 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.
108. WWW.COLLAB365.EVENTS
But Wait, There’s More
• SERENDIPITOUS COLLABORATION
• SharePoint Information Architecture
• SharePoint Governance
• Enterprise Information Governance
117. WWW.COLLAB365.EVENTS
• Governance is expansive.
• It reaches all parts of an organization.
• It is approached differently by the many
stakeholders.
Why Is That?
133. 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
134. 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
135. 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
136. 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
137. 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
138. 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.
144. 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
145. 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
146. 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
147. 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
148. 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
149. 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