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#SPSSAC Identifying Low Hanging Fruit for SharePoint 2013 No-Code Solutions
#SPSSAC Identifying Low Hanging Fruit for SharePoint 2013 No-Code Solutions
Join us right after at The Blue Prynt
Socialize and unwind after our day of learning.
Blue Prynt Restaurant & Bar
815 11th St, Sacramento, CA 95814
bluepryntsacramento.com
SACRAMENTO
 Introductions
 What are SharePoint Composite No-
code Solutions?
 Identifying Low-Hanging Fruits
 Let’s build one
Introductions
Gina.Montgomery@softmart.com
www.ginamontgomery.com
https://blog.softmart.com
Gina Montgomery
Softmart Company Facts
 Established: 1982; Status:
Privately Held
 Regional offices throughout the
U.S.
 Global partnerships in all world
markets
 Business Strategy – Focus on
the customer
“As a privately held company, Softmart
manages to the expectations of our
customers, not Wall Street. We believe
the true measure of our success is
customer satisfaction.”
 SAM Certified
 Analytics Advantage Program
 Numerous Microsoft Awards
SAM
Analytics
Team
Security
Hardware
Software
Product
Specialists
Cloud
Specialist
eCommerce
Integration
Team
Priority
Customer
Service
Team
License
Service
Team
Let’s get started
SharePoint Composites
@ginaMmontgomery is making us go social
or go home with #SharePoint 2013! #SPSSAC
#SPSSAC Identifying Low Hanging Fruit for SharePoint 2013 No-Code Solutions
 http://bit.ly/Qw4nC3
 Rapidly create solutions
by assembling,
connecting, and
configuring the basic
building blocks of
functionality available in
SharePoint 2013, and in
many cases, Microsoft
Office 2013.
 Lists, Libraries, Views
 List Forms, InfoPath, 3rd Party Forms
 Workflows – SharePoint Designer, Visio, 3rd
Party Workflow Tools
 Power Pivot / Power View
 Access Apps
 Social Tools
 Web Parts
 Examples:
› Absence Request & Tracking Application
› Travel Request Application
› HR portal
› Capital Expense Request Application
› Expense Reporting Application
› BI Dashboard
› Ideation Tracking Application
 To leverage your SharePoint
investment
 To help reduce duplicate content
and data
 To unlock the value of Line-of-
Business (LOB) data
 To rapidly create a business
solution without dependence on
technical staff (DIY)
 Because your End User Adoption
Relies Upon it
Factors Impact
Risk Prepare Risk Mitigation Plans if Necessary
Approval Do you have the proper permission to build such
Solution? Obtain Proper Approval to Build the
Solution.
Adoption Does this solve users’ needs? Why would they use it?
WIIFM. Define the value proposition before you build
it.
3rd Party Applications / Solutions Are you recreating the wheel? Does the solution
better integrate if built on SharePoint? Etc…
Training What kind of learning curve will the users have?
Prepare a training plan for go-live.
Governance Policies Determine how existing governance policies should
affect your solution/application. What permission
groups should exist. Can you use pre-existing
permissions?
Step 1: Think it through; get your users involved!
Step 2: Sample Questions
Identify Requirements From Your End Users
What processes are you currently doing with Email & Office today?
Do you have any paper based processes?
What do you track in your department? How do you track it?
What kind of reports do you look at? How are they distributed to you? Is
the data static?
How do you collaborate on documents today?
What kind of forms are required in your department? How do you
distribute them and how do the users execute them?
 DEMO
Questions?
@ginammontgomery
@softmart
www.ginamontgomery.com
www.blog.softmart.com
Gina.Montgomery@softmart.com

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#SPSSAC Identifying Low Hanging Fruit for SharePoint 2013 No-Code Solutions

  • 3. Join us right after at The Blue Prynt Socialize and unwind after our day of learning. Blue Prynt Restaurant & Bar 815 11th St, Sacramento, CA 95814 bluepryntsacramento.com SACRAMENTO
  • 4.  Introductions  What are SharePoint Composite No- code Solutions?  Identifying Low-Hanging Fruits  Let’s build one
  • 7. Softmart Company Facts  Established: 1982; Status: Privately Held  Regional offices throughout the U.S.  Global partnerships in all world markets  Business Strategy – Focus on the customer “As a privately held company, Softmart manages to the expectations of our customers, not Wall Street. We believe the true measure of our success is customer satisfaction.”  SAM Certified  Analytics Advantage Program  Numerous Microsoft Awards
  • 9. Let’s get started SharePoint Composites @ginaMmontgomery is making us go social or go home with #SharePoint 2013! #SPSSAC
  • 11.  http://bit.ly/Qw4nC3  Rapidly create solutions by assembling, connecting, and configuring the basic building blocks of functionality available in SharePoint 2013, and in many cases, Microsoft Office 2013.
  • 12.  Lists, Libraries, Views  List Forms, InfoPath, 3rd Party Forms  Workflows – SharePoint Designer, Visio, 3rd Party Workflow Tools  Power Pivot / Power View  Access Apps  Social Tools  Web Parts
  • 13.  Examples: › Absence Request & Tracking Application › Travel Request Application › HR portal › Capital Expense Request Application › Expense Reporting Application › BI Dashboard › Ideation Tracking Application
  • 14.  To leverage your SharePoint investment  To help reduce duplicate content and data  To unlock the value of Line-of- Business (LOB) data  To rapidly create a business solution without dependence on technical staff (DIY)  Because your End User Adoption Relies Upon it
  • 15. Factors Impact Risk Prepare Risk Mitigation Plans if Necessary Approval Do you have the proper permission to build such Solution? Obtain Proper Approval to Build the Solution. Adoption Does this solve users’ needs? Why would they use it? WIIFM. Define the value proposition before you build it. 3rd Party Applications / Solutions Are you recreating the wheel? Does the solution better integrate if built on SharePoint? Etc… Training What kind of learning curve will the users have? Prepare a training plan for go-live. Governance Policies Determine how existing governance policies should affect your solution/application. What permission groups should exist. Can you use pre-existing permissions? Step 1: Think it through; get your users involved!
  • 16. Step 2: Sample Questions Identify Requirements From Your End Users What processes are you currently doing with Email & Office today? Do you have any paper based processes? What do you track in your department? How do you track it? What kind of reports do you look at? How are they distributed to you? Is the data static? How do you collaborate on documents today? What kind of forms are required in your department? How do you distribute them and how do the users execute them?