1. The seven most important SharePoint Success Factors A Focus on the Non-Technical Presented By: Richard Harbridge #BPC11 @RHarbridge

2. Who am I? I

4. Knowledge around Limitations of the Software (When to use it/When not to)

6. What we will be talking about… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth

7. Understanding the ‘Why’ and Making a Decision

8. Meet Joe Hi!

9. At Joe’s Company…

10. Decision Makers don’t have Enough Information

11. The CFO needs to Reduce Costs

12. IT Services Struggles to Keep Up

13. And People Are Having Trouble Finding What They Need

14. So Joe has an Idea!

15. Since… Awesome! Not as awesome.

16. And Everyone in Joe’s Company uses Microsoft Office…

17. SharePoint is the Perfect Fit!

19. Map the needs of the organization to the right technology…

20. Perform in depth product comparisons and evaluations

21. Like this one… Excerpt of Product Comparison written by Richard Harbridge courtesy of Concept Interactive

23. Dynamics CRM

24. Dynamics GP

25. Dynamics NAV

26. Dynamics POS

27. Dynamics RMS

29. It’s not just a feature to feature comparison

30. So Joe does all that good research and…

31. SharePoint is a part of his overall Enterprise Technology Plan

32. The Outcome Within the overall enterprise technology plan SharePoint meets specific business needs.

33. What to watch out for… We have to define our needs carefully if we want to pick the right technology.

34. Achieving Buy In and Setting Expectations

35. Before we begin…

36. Let’s Talk About Perceptions

38. People See Different Things

39. Perceptions Impact Motivation

40. Two Key Groups Must Buy In and Have The Right Expectations IT Services Decision Makers

41. What is the most important thing to IT Services?

42. COST OF OWNERSHIP

43. What are some ways we can convince IT Services?

45. SharePoint’s integration is invaluable to IT.

47. Explain Platform Benefits

48. What is the most important thing to Decision Makers?

49. Add Value To Business

50. What are some ways we can convince Decision Makers?

53. Map Solutions to Objectives  Direct Relationship Indirect Relationship * Objectives should be more specific – Example purposes only.

54. What’s the expectationwe have to set?

55. It Takes Time

56. SharePoint Solutions (Evolution) *Super Simplified

57. The Outcome Joe has achieved momentum and buy in.

58. What to watch out for… Joe must carefully manage expectations and maintain the momentum.

59. Determining and Supporting ROI

60. How do we get here?

63. Evaluating with Monte Carlo Analysis

64. There are different ways of calculating ROI This is kind of boring…

65. There are really only two ways of using ROI 1. For Prioritization 2. To Improve Return

66. 1. For Prioritization The Simplest ROI Formula Ever Estimated Value Even I can do it! Estimated Difficulty

68. I have an easy requirement. It’s a 2 in difficulty (out of 10).

69. The expected value of the difficult requirement is 4 (out of 10).

70. The expected value of the easy requirement is 6 (out of 10).Estimated Value Estimated Difficulty

71. 2. To Improve Return ROI (traditionally) Measures Financial Impact

72. 2. To Improve Return ROI analysis often misses 'non-financial impact’ or ‘increased potential’ STILL IMPORTANT Improved Relationships Improved Know-How Website/Intranet Visitors Improved Morale Improved Skills User Complaints Increased Connections Positive Word of Mouth Innovation Click-throughs Employment Applications Comments Negative Word of Mouth Better Reputation

73. 2. To Improve Return Example of Non-Financial Measurement

74. IS Use them.

75. SharePoint Deployment Planning Services (SDPS) https://www.partnersdps.com/Pages/ToolsSupport.aspx

76. Rapid Economic Justification Guide http://www.microsoft.com/business/enterprise/value.mspx

77. MEASURE THE RIGHT THING

79. What you don’t want. Don’t lose perspective.

80. The Outcome Joe is measuring effort effectively to better prioritize or to improve return on investment.

81. What to watch out for… Fear of bad estimation leading to not estimating at all. Vaguely right is better than precisely wrong.

82. Implementing Successful Governance

83. What is Governance?

84. GOVERNANCE IS REQUIRED

85. What does that mean? Without effective governanceorganization, performance, andcapability are significantly reduced.

86. Without Governance

87. So how do we do it?

89. Initiatives/Technical Strategy Team

90. Tactical Teams:

91. Tactical Operations Team

92. Tactical Development Team

94. Operations

95. Development

96. Support

97. Strategy Team

98. Business

100. I think I see a Pattern.

101. Executing Governance

102. No Single “Approach” Projects Communities Tasks Practices

105. Our primary unified application delivery platform.

106. Our primary workflow/business process automation platform.

107. Our intranet and communication center for internal corporate communications.

109. Our primary document management platform.

110. Our contact management platform.

112. Disaster Recovery Plan

113. Storage and Quota Policies

114. Monitoring Plans

115. Maintenance Plans

116. Service Level Agreements

117. Security Policies

119. Branding Guide

120. SharePoint Designer Policy

121. Workflow Policy

122. Development Standards (Including OOTB vs Custom)

123. Development Environment Policy

124. Testing Requirements

125. Deployment Process, Policies, and ScheduleSharePoint Standards Online

127. Site Classification and Platform Classification

128. Site Provisioning Process/Questionnaire

129. User Expectations Agreement

130. Roles and Responsibilities

131. Support Agreement(s)

132. Training and Communication Plans

134. Taxonomy Management

135. Social Policies

136. Content Standards

137. Legal and Compliance Policy

138. Search ManagementSharePoint Standards Online

139. IS Use them.

140. Governance Checklist

141. TechNet, Community and More..

142. Frameworks are Use them.

143. ITIL Framework

144. COBIT Framework

145. Microsoft Operations Framework (MOF)

146. With Governance

147. The Outcome Everyone Achieves a Shared Understanding of SharePoint Related Processes

148. What to watch out for… Not just documents, policies, and procedures. It is an active and ongoing process.

149. Approaching and Supporting SharePoint

150. What is the best approach for SharePoint Implementations?

151. ITERATIVE APPROACH

153. It takes time to understand SharePoint.

154. SharePoint is great for rapid prototyping, and for proof of concept work.

157. Helps keep communication focused.

159. Don’t forget you aren’t superman. (Sorry Joe)

160. Multiple Tiers for Escalation (You can’t know everything)

161. Measure Support Learn and use data to be proactive.

163. Online

164. MSDN

165. TechNet

166. Blogs

167. Cheat Sheets

168. One on One

169. Classroom Training

170. Forums

171. Help

173. Avoid too much too fast.Keep it simple. It’s like learning to drive.

174. IS Use them.

175. Productivity Hub

176. Support Tip…

177. RESPOND You never want to give the IT busy signal, or support busy signal.

178. The Outcome SharePoint is supported effectively.

179. What to watch out for… The training and support can be costly in time and resources.

180. Improved User Adoption

181. How do we get successful User Adoption?

182. USERS MUST UNDERSTAND THE VALUE

183. Successful User Adoption Requires…

184. Do a video like this one…

185. High Availability, Mobility and Accessibility also lead to better User Adoption! SharePoint Workspace/Groove, Outlook Integration (Offlining), Mobile and More

186. Cultivate and promote the right culture.

187. Create an Identity and Brand Consistency Across User Environments Modify Provisioned Site (or Templates) Based on Need Branding should make it easier, and more effective.

188. Focus on those on board/ready. People who already want it.

189. Make it Fun! Hold Contests, Scavenger Hunts and Other Activities

190. Use what they love. If they love using outlook focus on using that as a leveraging point.

191. Say “Thank You” It’s okay to be proud.

192. Reward super users with achievements. Then promote the desire to get rewards.

193. Create a SharePoint Showcase Good Idea! Where users submit and show off their SharePoint “Solutions”

195. Make it Easier to Work With

196. The Outcome SharePoint is successfully adopted by a large enough group of users to be deemed successful.

197. What to watch out for… The build it they will come approach will not work alone.

198. Planning for New Work and Growth

199. What about New Work & Growth?

200. Spend time in advance building a channel for new work. Avoid the flood.

201. Know your limits

202. Growyour team

204. Administrators(s)

205. Architect(s)

206. Business Analyst(s)

207. Project Manager(s)

208. Site Administrator(s)

209. Super Users(s)

211. The Outcome The SharePoint Implementation continues to grow, expand and provide more value.

212. What to watch out for… You need to plan support for new work/requests otherwise people will lose confidence.

213. So being successful requires… Understanding the non technical as well as the technical.

214. Success Factors… Understanding the ‘Why’ & Making a Decision Achieving Buy In and Setting Expectations Determining and Supporting ROI Implementing Successful Governance Approaching and Supporting SharePoint Improving User Adoption Planning for New Work and Growth Understand Business Needs and Map to Them Share Alignment, Vision and Expectations Use Measurements to Improve and Return More Use Team Work And Execute With Patterns Be Iterative, Leverage Everyone, and Respond Share the Value and Successes Manage your Capability and Priorities

216. Blog: www.rharbridge.com

217. LinkedIn: www.linkedin.com/in/rharbridge

218. Email me at: richard@rharbridge.com

219. My company: www.Allin.com