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Scaling SharePoint
Emily Mancini
Architect
Information Architect, Customer Experience Evangelist,
& UX Specialist
Formerly an Office 365 Platform Owner and Trainer
emilymancini.com
linkedin.com/in/eemancini
@eemancini
Derek Cash-Peterson
Principal Architect
Professional developer since 1999
Working with SharePoint since 2006
https://spdcp.com
linkedin.com/in/derek-cash-peterson-6320752
@spdcp
https://github.com/dcashpeterson/Public-Samples
Scaling SharePoint
Generate demand
Identify toe hold
Customer experience
Inclusive environment
Manage demand
Governance
Self-Service
Align with business
Scale demand
Steering Committee
Strategic Plan
Scaling SharePoint
Generate demand by focusing on:
Which tools are best for the
organization
Integration in Office 365
Productivity training
Scaling SharePoint
Scaling SharePoint
Creating a personalized
experience by focusing on:
Generating buzz
Branding
Individualized content
Localization
Scaling SharePoint
Scaling SharePoint
Navigate to
SharePoint Site
Open document
and begin editing
Encounter
error
Navigate to
ticket system
Input ticket
Coordinate time
to troubleshoot
Meet to
troubleshoot
Ticket
closure
Baseline
Touchpoints
SharePoint Coauthoring Error
Customer Journey
Time 2-5 minutes 2 hours 5 minutes 3 minutes 6 minutes 3 days 30 minutes
Evidence Error
message;
screenshot
Ticket # Ticket notes
Customer
Journey
Navigate to
SharePoint Site
Opens document
and begin editing
Encounters
error
Navigate to
ticket system
Input ticket Coordinate time
to troubleshoot
Meet to
troubleshoot
Ticket
closure
email
Frontstage
Actions
Virtual
meeting
Closes
ticket
Backstage
Actions
Support
Processes
Line of Interaction
SharePoint Coauthoring Error
Service Map
Line of Visibility
Line of Internal
Interaction
Ticket Queue
Word Processing
Software
External
supportSite Analytics
IT Service
ManagementSingle Sign On Virtual
Conference
Email
Create a seamless customer
experience by focusing on:
Consistency across touchpoints
Building relationships
Scaling SharePoint
Scaling SharePoint
Audit Type​ Purpose​ Cadence​
New Team Site & Communication
Site Creation​
-Ensure Team Site creators have gone through required training​
-Reduce duplication of sites in environment​
-Ensure Communication Sites are built in partnership with IT​
Daily​
Subsite Creation​
-Ensure best practices are being followed to utilize hub sites; not
subsites​
Daily​
Public Team Sites -Ensure team sites aren’t used as communication sites​ Monthly​
Sites Without Owners​ -Ensure consistent business ownership of content​ Quarterly​
External Users without Activity in
Past 90 days​
-Ensure external access is removed for discontinued relationships​ Quarterly​
Team Sites without Activity in
Past 90 Days​
-Ensure all sites in our environment are in actively in use​ Quarterly​
Sites with Broken Links​ -Ensure accuracy of data in our sites​ Quarterly​
Create a governance plan by
focusing on:
Asking lots of questions first
Socializing governance with site
owners
Implementing auditing
Scaling SharePoint
Site designs as governance support
providing consistent:
• Site set up
• Site columns & content types
• Navigation
• Theming
Scaling SharePoint
Launch self-service by focusing
on:
Identifying champions
Partnering in site development
Today 11:20 AM – 12:30 PM
SharePoint Site Designs: Vision and Reality
Marc Anderson
Creating long-term support
Scaling SharePoint
Support self-service by focusing
on:
Aligning goals with the business
Communicating expectations to
leaders
Celebrating Site Owners’
successes
Scaling SharePoint
Establish a steering committee by
focusing on:
Increasing visibility into Office 365
metrics and project queue
Aligning Office 365 needs with
business and culture goals
Highlighting risk of keeping status
quo
Scaling SharePoint
Run an effective steering
committee by focusing on:
Routine project prioritization &
communication
Align requests with company
goals
Create visibility for company into
project queue
Scaling SharePoint
Establish a strategic plan by
focusing on:
Department-level goals
Enterprise-level solutions
Transparency
Scaling SharePoint
11:20 AM – 12:30 PM- SharePoint Site Designs: Vision and Reality, Marc Anderson
Good Customer Experience Demands Organizational Fluidity
User Experience vs. Customer Experience: What's the Difference?
SharePoint Site Design and Site Script Overview
SharePoint and Office 365 Governance Policies and Guidelines Questions
THANK YOU!

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Scaling SharePoint

  • 2. Emily Mancini Architect Information Architect, Customer Experience Evangelist, & UX Specialist Formerly an Office 365 Platform Owner and Trainer emilymancini.com linkedin.com/in/eemancini @eemancini
  • 3. Derek Cash-Peterson Principal Architect Professional developer since 1999 Working with SharePoint since 2006 https://spdcp.com linkedin.com/in/derek-cash-peterson-6320752 @spdcp https://github.com/dcashpeterson/Public-Samples
  • 5. Generate demand Identify toe hold Customer experience Inclusive environment Manage demand Governance Self-Service Align with business Scale demand Steering Committee Strategic Plan
  • 7. Generate demand by focusing on: Which tools are best for the organization Integration in Office 365 Productivity training
  • 10. Creating a personalized experience by focusing on: Generating buzz Branding Individualized content Localization
  • 13. Navigate to SharePoint Site Open document and begin editing Encounter error Navigate to ticket system Input ticket Coordinate time to troubleshoot Meet to troubleshoot Ticket closure Baseline Touchpoints SharePoint Coauthoring Error Customer Journey
  • 14. Time 2-5 minutes 2 hours 5 minutes 3 minutes 6 minutes 3 days 30 minutes Evidence Error message; screenshot Ticket # Ticket notes Customer Journey Navigate to SharePoint Site Opens document and begin editing Encounters error Navigate to ticket system Input ticket Coordinate time to troubleshoot Meet to troubleshoot Ticket closure email Frontstage Actions Virtual meeting Closes ticket Backstage Actions Support Processes Line of Interaction SharePoint Coauthoring Error Service Map Line of Visibility Line of Internal Interaction Ticket Queue Word Processing Software External supportSite Analytics IT Service ManagementSingle Sign On Virtual Conference Email
  • 15. Create a seamless customer experience by focusing on: Consistency across touchpoints Building relationships
  • 18. Audit Type​ Purpose​ Cadence​ New Team Site & Communication Site Creation​ -Ensure Team Site creators have gone through required training​ -Reduce duplication of sites in environment​ -Ensure Communication Sites are built in partnership with IT​ Daily​ Subsite Creation​ -Ensure best practices are being followed to utilize hub sites; not subsites​ Daily​ Public Team Sites -Ensure team sites aren’t used as communication sites​ Monthly​ Sites Without Owners​ -Ensure consistent business ownership of content​ Quarterly​ External Users without Activity in Past 90 days​ -Ensure external access is removed for discontinued relationships​ Quarterly​ Team Sites without Activity in Past 90 Days​ -Ensure all sites in our environment are in actively in use​ Quarterly​ Sites with Broken Links​ -Ensure accuracy of data in our sites​ Quarterly​
  • 19. Create a governance plan by focusing on: Asking lots of questions first Socializing governance with site owners Implementing auditing
  • 21. Site designs as governance support providing consistent: • Site set up • Site columns & content types • Navigation • Theming
  • 23. Launch self-service by focusing on: Identifying champions Partnering in site development Today 11:20 AM – 12:30 PM SharePoint Site Designs: Vision and Reality Marc Anderson Creating long-term support
  • 25. Support self-service by focusing on: Aligning goals with the business Communicating expectations to leaders Celebrating Site Owners’ successes
  • 27. Establish a steering committee by focusing on: Increasing visibility into Office 365 metrics and project queue Aligning Office 365 needs with business and culture goals Highlighting risk of keeping status quo
  • 29. Run an effective steering committee by focusing on: Routine project prioritization & communication Align requests with company goals Create visibility for company into project queue
  • 31. Establish a strategic plan by focusing on: Department-level goals Enterprise-level solutions Transparency
  • 33. 11:20 AM – 12:30 PM- SharePoint Site Designs: Vision and Reality, Marc Anderson Good Customer Experience Demands Organizational Fluidity User Experience vs. Customer Experience: What's the Difference? SharePoint Site Design and Site Script Overview SharePoint and Office 365 Governance Policies and Guidelines Questions