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SharePoint as a Platform
 for Business Applications

Owen Allen
Pingar
                       @owenallen
             owen.allen@pingar.com
Who is Here Today?
Why Today’s Talk?
Blueprints and Models
Design Patterns
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
The Baseball Team Concept
The Actors
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
The “clock speed” of business change has increased




         Before                                After
     Predictability and stability       Rapidly changing needs
        Manageable change                 Unexpected change
       Enough time to react         Shorter windows of opportunity
  Long term planning was enough        Planning for the unknown




  How do we respond to
 these changing needs?
Tension between business and IT




EMPOWERMENT       How do we    CONTROL
     Access
     Agility
                  break this    Governance
                               Management
   Adaptability                Centralization
   Self-service
   Innovation
                   paradox?    Consolidation
                               Cost controls
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
13
Mind the “Value” Gap



The value traditionally           What is required by the
seen from infrastructure             business need

       Standardized activities      Innovation
               Utility            Business value
         Non differentiating      Differentiation



                                 The value gap
The “Value” Gap


  Platform for      Platform for
  productivity    business solutions




  SharePoint      Business domain

                     SharePoint



  Technical gap   Business domain app
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
Platform Capabilities
   Feature Areas                        The Big Three
                 Search                  1. Infrastructure

               Workflow                  2. Content Management

          Service Applications           3. User Interface

    Extensible Service Infrastructure

        Administrative Features

         Business Intelligence

        Composite Applications
     SharePoint Designer and Visio
        support for workflows
Platform - Infrastructure




        •   ASP.NET HTTP Pipeline
        •   Application Security
        •   Packaging and Deployment
        •   Service Applications
Platform – Content Management

• External Data
• Business Intelligence
• Search
• Workflow
• Data Model User Interface
• Social Features
• Metadata Management
Platform – User Interface
Example: Partners and SharePoint ECM

                  Foundational ECM




                  Supplemental ECM
      Embrace and Extend Workloads with Partners




                                        * E-mail Archiving provided by Exchange
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
Platform Strategies
            • Solutions that Integrate with
Connect       SharePoint so two products work
              together


            • Integrated solutions that extend
Extend        SharePoint’s offering by adding
              “New” SharePoint capabilities


            • Applications built on top of
Build On      SharePoint platform that leverage
              multiple SharePoint capabilities
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
Information Architecture
Site and Site Collection Structure

Content Modeling and Content Type Definitions

Metadata Schemas and Taxonomy Management

Search Integration

Managed Administration
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
Back to Empower vs. Control

How should capabilities be divided between
Central IT and Business IT?

How should the two teams be constructed?



 Standardized activities      Innovation
         Utility            Business value
   Non differentiating      Differentiation
SharePoint Applications

                            People-centric
              Surfacing within the familiar user interface
                of the Office and SharePoint platform

                             Collaborative
                 Helping groups of people participate
              in ad-hoc and unstructured processes that
               largely occur outside enterprise systems

                              Composite
             Helping respond rapidly to business needs by
            combining multiple services and functionality in
           role-based solutions, in many cases without code
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
User Adoption
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
Composite Applications
NO-Code                  Use Enterprise         Keep Control
Solutions                Data Everywhere        Over End User
• Browser-Based          • Expose Enterprise    Solutions
  Customizations           Data using           • Manage Custom
• SharePoint Designer      Business               Code with Sandbox
  Solutions                Connectivity           Solutions
• Create Workflows         Services
                                                • Manage Desktop
  • Browser              • Surface Enterprise     Solutions with Viso,
                           Data in Outlook,       Forms, Access
  • SharePoint
                           Word, Workspace        Services
    Designer
                         • Provide Full Read    • Deployment
  • Visio
                           and Write Access,      packages provide
• Use Access Services      offline and online
  to publish databases                            deployment online
                         • Enable SEARCH          or on premise
                           across Enterprise    • SharePoint
                           data systems           Application
                                                  marketplaces
Composite Applications in SharePoint
    Leveraging a rich set of building blocks across many scenarios




                                LOB       Human
                            integration   workflow
               Document                              Reporting
               processing                              and
                                                      Analysis

 Application                                                     Web sites
 experience
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
Solution Thinking

  Content-Centric   People-Centric
    Applications      Applications
  --When it’s the   --When it’s the
     CONTENT         PEOPLE/ROLE
    that matters      that matters

               It’s
            BOTH, actu
               ally.
The Puzzle Pieces
         The Players on the Team

         Why is there a Need for a Platform?

         The Big Question… Build? or Buy?

         The Value Gap

         Out of the Box Perspectives

         Build Strategies related to SharePoint

         Information Architecture

         Does a Platform need Governance?

         Role that Users Play

         Composite Applications

         Solutions as a Type

         Case Management
Case Management as a Type


A Framework             Rich for                Entity Life Cycle
for multiple            Extensibility           • Contract Lifecycle
application             • Process Analytics       Management
types                   • Rapid Creation/       • Product
                          Modification of the     Development –
• Aggregation of Data     Process                 Product Lifecycle
• Ad Hoc Workflow                                 Mgmt
                        • Integrate with
• Structured process      Physical Processes    • Customer Lifecycle
                                                  Management
Case Management
• A Framework for multiple application types
• Horizontal and Vertical Business Solutions
   –   Professional Services
   –   Product Development and Manufacturing
   –   Research, Healthcare, Life Sciences, Insurance
   –   Issue Tracking for all
• Platform Leverage
   –   Document Sets, Content Types, Site framework
   –   People and Social Connection
   –   Workflow – Business Process Management
   –   Task Assignment and Tracking
   –   BCS connection to LOB data
What is a champion?




40

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SharePoint as a Platform for Building Business Applications

  • 1. SharePoint as a Platform for Business Applications Owen Allen Pingar @owenallen owen.allen@pingar.com
  • 2. Who is Here Today?
  • 6. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 9. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 10. The “clock speed” of business change has increased Before After Predictability and stability Rapidly changing needs Manageable change Unexpected change Enough time to react Shorter windows of opportunity Long term planning was enough Planning for the unknown How do we respond to these changing needs?
  • 11. Tension between business and IT EMPOWERMENT How do we CONTROL Access Agility break this Governance Management Adaptability Centralization Self-service Innovation paradox? Consolidation Cost controls
  • 12. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 13. 13
  • 14. Mind the “Value” Gap The value traditionally What is required by the seen from infrastructure business need Standardized activities Innovation Utility Business value Non differentiating Differentiation The value gap
  • 15. The “Value” Gap Platform for Platform for productivity business solutions SharePoint Business domain SharePoint Technical gap Business domain app
  • 16. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 17.
  • 18. Platform Capabilities Feature Areas The Big Three Search 1. Infrastructure Workflow 2. Content Management Service Applications 3. User Interface Extensible Service Infrastructure Administrative Features Business Intelligence Composite Applications SharePoint Designer and Visio support for workflows
  • 19. Platform - Infrastructure • ASP.NET HTTP Pipeline • Application Security • Packaging and Deployment • Service Applications
  • 20. Platform – Content Management • External Data • Business Intelligence • Search • Workflow • Data Model User Interface • Social Features • Metadata Management
  • 21. Platform – User Interface
  • 22. Example: Partners and SharePoint ECM Foundational ECM Supplemental ECM Embrace and Extend Workloads with Partners * E-mail Archiving provided by Exchange
  • 23. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 24. Platform Strategies • Solutions that Integrate with Connect SharePoint so two products work together • Integrated solutions that extend Extend SharePoint’s offering by adding “New” SharePoint capabilities • Applications built on top of Build On SharePoint platform that leverage multiple SharePoint capabilities
  • 25. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 26. Information Architecture Site and Site Collection Structure Content Modeling and Content Type Definitions Metadata Schemas and Taxonomy Management Search Integration Managed Administration
  • 27. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 28. Back to Empower vs. Control How should capabilities be divided between Central IT and Business IT? How should the two teams be constructed? Standardized activities Innovation Utility Business value Non differentiating Differentiation
  • 29. SharePoint Applications People-centric Surfacing within the familiar user interface of the Office and SharePoint platform Collaborative Helping groups of people participate in ad-hoc and unstructured processes that largely occur outside enterprise systems Composite Helping respond rapidly to business needs by combining multiple services and functionality in role-based solutions, in many cases without code
  • 30. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 32. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 33. Composite Applications NO-Code Use Enterprise Keep Control Solutions Data Everywhere Over End User • Browser-Based • Expose Enterprise Solutions Customizations Data using • Manage Custom • SharePoint Designer Business Code with Sandbox Solutions Connectivity Solutions • Create Workflows Services • Manage Desktop • Browser • Surface Enterprise Solutions with Viso, Data in Outlook, Forms, Access • SharePoint Word, Workspace Services Designer • Provide Full Read • Deployment • Visio and Write Access, packages provide • Use Access Services offline and online to publish databases deployment online • Enable SEARCH or on premise across Enterprise • SharePoint data systems Application marketplaces
  • 34. Composite Applications in SharePoint Leveraging a rich set of building blocks across many scenarios LOB Human integration workflow Document Reporting processing and Analysis Application Web sites experience
  • 35. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 36. Solution Thinking Content-Centric People-Centric Applications Applications --When it’s the --When it’s the CONTENT PEOPLE/ROLE that matters that matters It’s BOTH, actu ally.
  • 37. The Puzzle Pieces The Players on the Team Why is there a Need for a Platform? The Big Question… Build? or Buy? The Value Gap Out of the Box Perspectives Build Strategies related to SharePoint Information Architecture Does a Platform need Governance? Role that Users Play Composite Applications Solutions as a Type Case Management
  • 38. Case Management as a Type A Framework Rich for Entity Life Cycle for multiple Extensibility • Contract Lifecycle application • Process Analytics Management types • Rapid Creation/ • Product Modification of the Development – • Aggregation of Data Process Product Lifecycle • Ad Hoc Workflow Mgmt • Integrate with • Structured process Physical Processes • Customer Lifecycle Management
  • 39. Case Management • A Framework for multiple application types • Horizontal and Vertical Business Solutions – Professional Services – Product Development and Manufacturing – Research, Healthcare, Life Sciences, Insurance – Issue Tracking for all • Platform Leverage – Document Sets, Content Types, Site framework – People and Social Connection – Workflow – Business Process Management – Task Assignment and Tracking – BCS connection to LOB data
  • 40. What is a champion? 40

Notes de l'éditeur

  1. General SharePoint strategy for building out features…. Base functionality Provide methods for partners to build out and up Consolidate (?) There is a limit to the feature “blanket” that Microsoft can apply during design/development time.
  2. Connect – Content Embedding, Search, Single Sign-OnExtend – result is often building blocks custom web parts, workflow actions, list or site workflows, field types, event receivers, content types, information-management policies, search indexing pipeline, user-defined functions for Excel, etc.Build On -
  3. K2EMC and Open Text WorkProducts