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MIND THE GAP
       Making an IT-Driven SharePoint
         Implementation Succeed




April 28, 2012
WITH YOUR HOST…
• Eric Nash
   • Project manager, business analyst, trainer and consultant specializing in
     SharePoint
   • Manage SharePoint (MOSS Enterprise) and Project Server/PWA
     implementations for EBSCO Publishing in Ipswich, MA
   • Twitter: @SharePointEric
   • E-mail: enash@ebscohost.com
   • LinkedIn: http://www.linkedin.com/in/sharepointeric
HOW DID WE GET HERE?
• We had an outdated, ungoverned wiki platform
• Needed more control and better collaboration tools
• Project Server and PWA were already implemented
• MOSS looked cool!
• But what’s wrong with this picture?
WHAT’S THE PROBLEM?
• IT had been burned by granting overly generous permissions, allowing the
  wiki to turn into information kudzu
• The platform was selected and implemented without a governance or
  communications plan
    • Executive approval != sponsorship
• MOSS was thrown over the fence to end users as “the new wiki”
    • A couple of broadcast e-mails, a couple of public classroom training
      sessions
    • Missed the opportunity to improve, just mimicked old taxonomy
• Permissions were tightly controlled, giving users the minimum level of access
  deemed necessary to their jobs
EBSCO GOVERNANCE MODEL
WHAT HAPPENED NEXT?
• Users learned that SharePoint is not a wiki!
• Cultural resistance was made worse by limited training and overly restrictive
  permissions
• The goals of the implementation weren’t clear
    • No executive commitment or directives issued
• Limited resources and a lack of SharePoint expertise led to incomplete solutions
  and few best practices
    • We’re a publishing company so we must want publishing sites, right?
• The kudzu grew!
IS THIS THE END OF SHAREPOINT?




• Maybe not…
  • Made the business (vs IT) the owners of SharePoint
  • Hired a business analyst/trainer type with expertise in SharePoint
  • Re-evaluated the permissions scheme
      • Maximum safe vs. minimum necessary
  • Began outreach to the most vocal critics of SharePoint in the enterprise
WHAT WORKED?
• Best practices:
   • Take care of business!
       • Solve problems instead of explaining what the platform can do
   • Stretch the OOTB box when it’s appropriate
       • Themes and branding
       • UI improvements
       • Third party web parts and solutions
   • Give users what they need, not always what they ask for
   • Know when to say “No”
   • Have your success stories and “elevator pitch” ready
   • Pick your battles…
CHOOSING PROJECTS

                                 Find a pain
                                    point

           Testimonials                          Lots of users




       Demonstrable                                          Many
          ROI                                             iterations



                       OOTB
                                         Quick delivery
                      features
EXAMPLE: CHARTING
• Using the Google Visualization API
    • Alexander Bautz, http://sharepointjavascript.wordpress.com/
EXAMPLE: QUICK POLLS
• Using jQuery
    • Alexander Bautz, http://sharepointjavascript.wordpress.com/
EXAMPLE: EASY TABS
•   Using Javascript
     • Christophe Humbert, http://pathtosharepoint.com
WHAT ELSE WORKED?
•   Think about Search
     • Even without FAST, search is a great alternative to explicit navigation
     • Use Best Bets (judiciously)
     • Leverage scopes and managed properties
•   They don’t call them Enterprise features for nothing
     • InfoPath Forms Services for business process applications
     • Excel Services for dashboards and BI
•   Think about ROI
     • There are lots of discussions out there about this, including:
           • Ahmed Hafeez has presented on this at previous SPS conferences
           • Richard Harbridge (this comes up in his 11:20 session today)
           • Paul Culmsee has a great series in his blog
           • Rich Blank offers a very thorough example in his blog
EXAMPLE: INFOPATH
EXAMPLE: ROI
• Simplified method using strictly labor savings or other easily measured
  sources
    • Adapted from work by Sara Haase at Best Buy, presented at Best
      Practices Conference 2011
IS EVERYBODY HAPPY?
• Of course not…
• The culture warriors will never be won over
• SharePoint is (still) not a wiki
• Performance doesn’t always match expectations
• No amount of training will make SharePoint intuitive
WHAT CAN WE DO…
… about the culture warriors?
  • Give them what they absolutely need and no more
  • Use SharePoint where it adds value, get it out of their way where it doesn’t
  • Be platform-agnostic; if you need a wiki, use a wiki
      • Confluence for wiki, Jira for bug tracking, etc.

… about performance?
  • Make SharePoint mission-critical and you’ll get the resources you need

… about training and adoption?
  • Funny you should ask…
TRAINING MODELS
•   What training do we offer?
     • Instructor-led classroom training?
     • Documentation?
     • Self-service online?
     • One-on-one?
•   Yes, but not in that order…
     • Took our cue from Michael Sampson’s findings


                       Classroom                        One-on-one


                     Documentation                    Self-paced online


                    Self-paced online                  Documentation


                      One-on-one                         Classroom
MORE ON ADOPTION
• “Office hours” in our corporate café
• User and Site of the month awards
• Rewards for poll and survey suggestions
• Recognition for high ROI or highly visible solutions
   Develop the internal SharePoint community
      Lunch and learn sessions
      Recognition for early adopters and power users
      Promote discussion boards and reward frequent contributors
• You can never stop working on adoption
QUESTIONS?
• Please don’t forget to fill out your evaluations
KUDZU [KOOD-ZOO]
noun
An extremely fast-growing plant imported from Japan and used in the
southeastern U.S. for erosion control. Now considered an invasive species.

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Mind the Gap- Making an IT-Driven SharePoint Implementation Succeed

  • 1. MIND THE GAP Making an IT-Driven SharePoint Implementation Succeed April 28, 2012
  • 2. WITH YOUR HOST… • Eric Nash • Project manager, business analyst, trainer and consultant specializing in SharePoint • Manage SharePoint (MOSS Enterprise) and Project Server/PWA implementations for EBSCO Publishing in Ipswich, MA • Twitter: @SharePointEric • E-mail: enash@ebscohost.com • LinkedIn: http://www.linkedin.com/in/sharepointeric
  • 3. HOW DID WE GET HERE? • We had an outdated, ungoverned wiki platform • Needed more control and better collaboration tools • Project Server and PWA were already implemented • MOSS looked cool! • But what’s wrong with this picture?
  • 4. WHAT’S THE PROBLEM? • IT had been burned by granting overly generous permissions, allowing the wiki to turn into information kudzu • The platform was selected and implemented without a governance or communications plan • Executive approval != sponsorship • MOSS was thrown over the fence to end users as “the new wiki” • A couple of broadcast e-mails, a couple of public classroom training sessions • Missed the opportunity to improve, just mimicked old taxonomy • Permissions were tightly controlled, giving users the minimum level of access deemed necessary to their jobs
  • 6. WHAT HAPPENED NEXT? • Users learned that SharePoint is not a wiki! • Cultural resistance was made worse by limited training and overly restrictive permissions • The goals of the implementation weren’t clear • No executive commitment or directives issued • Limited resources and a lack of SharePoint expertise led to incomplete solutions and few best practices • We’re a publishing company so we must want publishing sites, right? • The kudzu grew!
  • 7. IS THIS THE END OF SHAREPOINT? • Maybe not… • Made the business (vs IT) the owners of SharePoint • Hired a business analyst/trainer type with expertise in SharePoint • Re-evaluated the permissions scheme • Maximum safe vs. minimum necessary • Began outreach to the most vocal critics of SharePoint in the enterprise
  • 8. WHAT WORKED? • Best practices: • Take care of business! • Solve problems instead of explaining what the platform can do • Stretch the OOTB box when it’s appropriate • Themes and branding • UI improvements • Third party web parts and solutions • Give users what they need, not always what they ask for • Know when to say “No” • Have your success stories and “elevator pitch” ready • Pick your battles…
  • 9. CHOOSING PROJECTS Find a pain point Testimonials Lots of users Demonstrable Many ROI iterations OOTB Quick delivery features
  • 10. EXAMPLE: CHARTING • Using the Google Visualization API • Alexander Bautz, http://sharepointjavascript.wordpress.com/
  • 11. EXAMPLE: QUICK POLLS • Using jQuery • Alexander Bautz, http://sharepointjavascript.wordpress.com/
  • 12. EXAMPLE: EASY TABS • Using Javascript • Christophe Humbert, http://pathtosharepoint.com
  • 13. WHAT ELSE WORKED? • Think about Search • Even without FAST, search is a great alternative to explicit navigation • Use Best Bets (judiciously) • Leverage scopes and managed properties • They don’t call them Enterprise features for nothing • InfoPath Forms Services for business process applications • Excel Services for dashboards and BI • Think about ROI • There are lots of discussions out there about this, including: • Ahmed Hafeez has presented on this at previous SPS conferences • Richard Harbridge (this comes up in his 11:20 session today) • Paul Culmsee has a great series in his blog • Rich Blank offers a very thorough example in his blog
  • 15. EXAMPLE: ROI • Simplified method using strictly labor savings or other easily measured sources • Adapted from work by Sara Haase at Best Buy, presented at Best Practices Conference 2011
  • 16. IS EVERYBODY HAPPY? • Of course not… • The culture warriors will never be won over • SharePoint is (still) not a wiki • Performance doesn’t always match expectations • No amount of training will make SharePoint intuitive
  • 17. WHAT CAN WE DO… … about the culture warriors? • Give them what they absolutely need and no more • Use SharePoint where it adds value, get it out of their way where it doesn’t • Be platform-agnostic; if you need a wiki, use a wiki • Confluence for wiki, Jira for bug tracking, etc. … about performance? • Make SharePoint mission-critical and you’ll get the resources you need … about training and adoption? • Funny you should ask…
  • 18. TRAINING MODELS • What training do we offer? • Instructor-led classroom training? • Documentation? • Self-service online? • One-on-one? • Yes, but not in that order… • Took our cue from Michael Sampson’s findings Classroom One-on-one Documentation Self-paced online Self-paced online Documentation One-on-one Classroom
  • 19. MORE ON ADOPTION • “Office hours” in our corporate café • User and Site of the month awards • Rewards for poll and survey suggestions • Recognition for high ROI or highly visible solutions Develop the internal SharePoint community Lunch and learn sessions Recognition for early adopters and power users Promote discussion boards and reward frequent contributors • You can never stop working on adoption
  • 20. QUESTIONS? • Please don’t forget to fill out your evaluations
  • 21. KUDZU [KOOD-ZOO] noun An extremely fast-growing plant imported from Japan and used in the southeastern U.S. for erosion control. Now considered an invasive species.

Editor's Notes

  • #18: SharePoint excels at content management, wikis might be more user-friendly (for engineering types) for content creationPerformance… when executives start relying on SharePoint but performance is poor, resources magically become available