Creating your Company's Roadmap to SharePoint Success
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This document discusses creating a roadmap for a company's SharePoint success. It recommends developing a roadmap that defines business priorities, related SharePoint projects to implement initiatives, and an architectural plan. The roadmap approach involves understanding the current state, meeting with stakeholders, defining business goals and projects. Benefits include aligning SharePoint with business needs and defining governance, technology requirements, and a measure of success. The document provides examples of roadmaps and outcomes organizations have achieved.
Creating your Company's Roadmap to SharePoint Success
- 1. Creating Your Company's Roadmap to SharePoint Success November 2010
- 2. Quick Facts About Us Approach Partnerships • 20th Year • Vendor Agnostic • Microsoft Gold • Central Region Client • Grand Rapids & • Non-reseller Experience Award Winner Royal Oak • Professional • VMware Enterprise • 25 Staff Services Only • Cisco Premier • Novell Platinum • Citrix Silver
- 3. Expertise Project Management Infrastructure Collaboration Access & Identity Management
- 4. Roadmap to SharePoint Success Agenda • What is a SharePoint roadmap? • Benefits of going through the effort • How C/D/H works through the process • Re-work the process with 2010 features • Case studies
- 5. SharePoint Roadmap • Statement of business priorities and initiatives • Definition of SharePoint and related projects to implement the initiatives • An architectural plan for implementation over 36 months
- 6. Roadmap Approach • See, Think, Draw – standard strategic planning method • See: – Understand the current state, some amount of discovery – People – Successes and Failures
- 7. Roadmap Approach - Think • Think: – Meetings with Stakeholders – Corporate vision - understanding and prioritizing business goals – Project definitions • Business process improvement => BI • Productivity => forms and workflow and/or Search and/or line of business integration • Information management => document lifecycle • Knowledge management => search; surfacing; social knowledge sharing
- 8. Roadmap approach - Draw • Draw: – Gap analysis • Governance • Project Details • Training/People • High level architecture - Hardware and software – Projects to project portfolio • Research features, scope, uncover dependencies
- 9. Roadmap Outputs • Roadmap scheduling, based on dependencies, priority • Hardware and software costs • Narrative of decisions, training, staffing, governance
- 10. 2010 2010 POC Deployment 1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12 Search Document Management Taxonomy FAST Search Platform Video Streaming New Site Design SharePoint Backup Archive Multi‐language Build 2010 Farm Site Analytics Exchange POC WSS Site Migrations OCS POC People Search Social Networking People New My Site Social Analytics Publish Corporate News Intranet Requirements Intranet Design / Deliver Validation Process Enterprise Forms Define / Design / Deploy Workflow Selection BI / Reporting / OBIEE Integration Forms Dev. Standards App Testing Legacy App Strategy 3rd Party Web Parts Documentum Search Project Server Apps MS Access POC Migrate MS Access Apps Identify & Plan Applications: Office 2010 SP 2010 Offline POC Outlook 2010 POC Client IE 7 Mobile Calendar Notes 8.51 & Mainsoft Windows 7 POC and Deployment
- 11. Benefits • Aligns your SharePoint solution to the business needs and strategy • Helps define governance • Leverages input from your company’s users • Defines what technology is needed (and when) • For use as a future yardstick of success
- 12. Benefits • MS has made it easy to publish and share information, but there is a lot of on purpose work that has to happen to make a SharePoint implementation a productive business tool. • If left alone, organizations end up with point solutions and with collaboration sites, focused around information silos. • After 3 years, we finally have a stable platform and remarkable growth. Businesses are progressing toward their agreed upon strategy.
- 13. What if I Don’t? • Some really good things can happen - or - • Hospital policies and procedures (roadmap) • Public school public site (architecture) • Public school time and attendance (governance)
- 14. SharePoint 2007 Solutions • Collaboration – Allow teams to work together and share information • Portal – Personalize the user experience, providing individuality, security, and social networking • Enterprise Search – Locating content distributed across a wide range of sources
- 15. SharePoint 2007 Solutions • Content Management – Document management, records management, and Web content management • Business Forms and Integration – Forms and business process workflows • Business Intelligence – Business critical information, including server-based Excel spreadsheets, SQL Reporting and KPI tools, to assist in decision making process
- 16. 2010 Decisions - People • People search • Social tagging, ratings and notes • Micro-blogging (what’s happening), blogging • Surfacing authored content • My Newsfeed, interests and colleagues • Organization browser • Recommended colleagues and interests
- 17. 2010 Decisions - People Social networking issues • Trust • Ownership • Productivity • Legalities
- 18. 2010 Decisions - People Social networking potentials • Shorter project cycle times • Fewer meetings • Lower travel expenses • The ability to close deals faster • Increasingly positive feedback from clients • Retention of Gen Y employees • Build it before it comes in the back door
- 19. 2010 Decisions - Clients • Office 2010 – Outlook social connector – PowerPoint broadcasting – Visio workflow modeling, Visio save to SharePoint – InfoPath integration with list dialogs – Word, PowerPoint, Excel co-authoring – Web Clients • SharePoint Workspace client • Windows 7 search federation
- 20. 2010 Decisions • Enhanced search • BCS – Line of business integration is much more reachable – Full CRUD is huge • Development Enhancements – Windows 7 development station – Visual Studio 2010, one click deployment – Sandboxed solutions – Developer dashboard
- 21. 2010 Decisions • ECM – In place records management • Document life cycle, legal hold – Managed metadata • Sharing across site collections, managed keywords, managed terms, hierarchies • BPOS
- 22. Detail Comparison Sites Sites Communities Communities Content Content Search Insights Composites Service Specific • RSS Content • People and groups • Document • Search in a single site • Integrated business • Forms libraries • Multiple Site Syndication lists Information Panel collection intelligence • Custom non‐code Collections per • Privacy and security • Calendars • Document Action Bar dashboards workflows customer • Enterprise content • Key performance • Manage Site • Audience Targeting • Email Integration • Retention and • Centralized forms sources indicators (KPIs) Collection Features • Site and document • Task Coordination Auditing policies management and • Cross site‐collection • Filter web parts control and quota aggregation • Surveys • Navigation controls search • Off‐boarding of • Site Manager • Document • Content publishing • Integrated flexible • Design once • Admin and spreadsheet development model customer data • Mobile Device Collaboration • Page Layouts Management Support publishing • Form import wizard • Issue Tracking • Indexing Controls • Vanity domains for • Share manage and • Integrated non‐SSL sites only • SharePoint sites and • Templates • Improved Content • Phonetic Search control spreadsheets deployment model for Documents Roll up • Tenant admin across web parts authoring • People search • Web based business no‐code forms • Standard Site site collections templates • Slide Libraries intelligence using • Compatibility Checker • Integration with • Business Data Search • Better control of • Document excel services SharePoint designer • Improved Wikis and (via Indexing and FQDNs (except site backup Blogs Management Site federated query) • Data connection • Managed path site and restore Templates libraries • Real time presence • FAST collections and communication • Standard Enterprise • Report center • Defining new custom • Improved Forms and Publishing Site content sources • Visio Integration Technology • Tagging (Content and templates • Web Analytics Expertise) • Crawling BDC Data • Improved Workflows • Portal Site Templates • Policies, auditing and • Rating • Relevance Features • Improved Usage • Business Document • Site Directory compliance Analytics Other • Note Board • Did you mean? Workflow Support • Colleagues and • Improved Records membership web • Tag Cloud Repository • Query • Partial trusted workflow actions • Project Online parts • Activity Feed • Legal holds Recommendatio • Access Services • Access Services • User Profiles import • Standard Meeting Site n • Performance Point • Metadata and • Extranet Access Templates • Configure crawled file Services • Improved SharePoint • Configure blocked file taxonomy • SharePoint type • Business data web Designer type • Anonymous Access • Content Organizer WorkSpace • Authoritative pages parts • Sandbox Solutions • Self service site • Multi‐lingual user • Metadata driven interface • Hierarchical Navigation • Business data actions creation Organization Chart • Custom Managed • New UX • Document IDs • Improved My Sites • BCS (read/write) Paths • Cross Browser • Document Sets Support (Safari, IE, FF) • Custom Installed • Roll up usage • Office Web Apps Analytics • Office 2010 Client • Integration with InfoPath form integration Microsoft information templates rights management • External Lists (IRM) • Site variations • Content staging and • SharePoint 2010 deployment • Online today feature coming to On‐premises only • Configure Information SharePoint Online Management *Capacity increase: 10 GB for each subscribing company plus 500MB per user (USL).
- 23. Case Study I • Oil Company – See: Basic SharePoint 2007 portal • Departmental file storage • Some company-wide documents • Automated and manual reporting of all business metrics – Think (Goals): • Improve decision making • Share more information, more quickly • Launch an investors portal
- 24. Case Study I Draw: • Continue to use internal portal • Create 2010 portal: Entry screens, SSRS, minimal Excel reports remain • E-mail enabled document publishing • Mobile • Existing site migrations • Social • Client
- 25. Case Study II • International manufacturing – See: 2007 WSS sites, completely unmanaged, large numbers of 2007 MOSS sites. Consolidation in flight. – Think: Have four strategic management pillars, including business excellence. • Knowledge Management – Content Management (2010) » Search, Fast • Taxonomy – Employee Knowledge Management – social knowledge (2010) • Workflow • Surface, improve Business Intelligence
- 26. 2010 2010 POC Deployment 1Q’10 2Q’10 3Q’10 4Q’10 1H’11 2H’11 1H’12 2h’12 Search Document Management Taxonomy FAST Search Platform Video Streaming New Site Design SharePoint Backup Archive Multi‐language Build 2010 Farm Site Analytics Exchange POC WSS Site Migrations OCS POC People Search Social Networking People New My Site Social Analytics Publish Corporate News Intranet Requirements Intranet Design / Deliver Validation Process Enterprise Forms Define / Design / Deploy Workflow Selection BI / Reporting / OBIEE Integration Forms Dev. Standards App Testing Legacy App Strategy 3rd Party Web Parts Documentum Search Project Server Apps MS Access POC Migrate MS Access Apps Identify & Plan Applications: Office 2010 SP 2010 Offline POC Outlook 2010 POC Client IE 7 Mobile Calendar Notes 8.51 & Mainsoft Windows 7 POC and Deployment
- 27. Next Steps for Success • Turn 2010 adoption into an opportunity to (re)architect • Pause and do it more on-purpose – Engage the business on goals – Develop a project list, aligned with goals – Develop a project timeline – Measure your success
- 28. Thank You Royal Oak Grand Rapids 306 S. Washington Ave. 15 Ionia SW Suite 212 Suite 270 Royal Oak, MI 48067 Grand Rapids, MI 49503 p: (248) 546-1800 p: (616) 776-1600 www.cdh.com (c) C/D/H 2007. All rights reserved