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SharePoint vs. DisapPoint: Taking the Narrow Less
Travelled Road
Tracy van der Schyff – AFGRI Operations Limited (Animal Feeds)
SharePoint is such a versatile product, that a monster can be built in 3 easy steps. By using a
Quality Management System as framework and well-defined business processes we’ve been able
to alleviate the strain of governance, security/permissions & user adoption. This directly affects
the selling value of SharePoint. Put the user first. If you add value – YOU WILL SUCCEED.
SharePoint vs. DisapPoint                                    Index




                     • Introduction
                     • Challenges
                     • What works
                        1. Successful team
                        2. Management System as foundation
                        3. Navigation
                        4. More with less / Have Fun
                     • Questions
                     • Yours for the taking…


SHARE   The SharePoint Conference for Business Users
Introduction




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                                                              Introduction


About AFGRI
AFGRI is South Africa's leading agricultural services and foods business. We offer a wide range of physical and
intellectual inputs to farmers, producers and users of agricultural products. As a transforming force in the business of
agriculture, AFGRI offers farming clients the following services: banking, broking, logistics, trading and retail services.
We are also producers of animal feeds, poultry, proteins and oil.

About Me
I’ve been working for Animal Feeds for 6 years. 4 Years ago I was introduced to SharePoint and Quality Management. My
sole responsibility is to manage and build (quality management) solutions for the business.

In 2010 a decision was made not to upgrade from 2007 to 2010 – but to rather use the opportunity to rebuild (and
clean-up) the entire solution. In June 2011 our new Intranet was launched and I am now in the process of finalizing
Animal Feeds and rolling out the Management System Solution to the rest of AFGRI.

I’m not a ‘technical / IT person’ or an expert on legislation & guidelines. My true
passions are people, enhancing processes and building simple solutions that work.

Read more: Article on IT Web
SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                                     Challenges



          HISTORICAL CHALLENGES (2003 / 2007 SharePoint)
          • Inadequate Hardware / Poor design
          • Poor performance
          • Issues after 2003 > 2007 upgrade
          • Not user friendly
          • Users not understanding the potential of SharePoint
          • The make-up of the project team was not representative of the business
          • Lack of Training
          • Management Support
          CURRENT CHALLENGES (2010 SharePoint)
          • Documentation
          • Change Control
          • Keeping it simple


SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                                            Successful team


                                                       End User
                                                          Site Owner
                                                            Site Collection Administrator
                                                             Helpdesk
                                                             Developer
                                                             Farm / Server Administrator
                                                            Evangelist
                                                          Architect
                                                       Project Manager

SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                       Successful team



STEP 1
Get a successful team together

Getting the “right” people involved




          THE TEAM
is the 1st step to a successful
Project / Intranet.
This doesn’t necessarily
point towards diplomas & degrees.                      The “Wacky
                                                       / Arty One”
DON’T forget the people who know the business /
processes – people who have a passion
for what they do and can think outside
the box.
The Business KNOWS BEST!!
SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                           Foundation




                                                        People
                                                       Business
                                                       Management System
                                                Keep it Simple
SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint                                                         Foundation

STEP 2
 Choose a guideline / standard / code which
 compliments your business




SHARE   The SharePoint Conference for Business Users   This matrix should be used as reference only.
SharePoint vs. DisapPoint                                                                                                          Foundation




  More detail:             ISO 9001 – Quality Management Systems Certification
                           ISO 13485 – Medical devices – Quality Management Systems – Requirements for regulatory purposes
                           ISO 14001 – Environmental Management Systems Certification
                           OHSAS 18001 – Occupational Health & Safety Management System Certification
                           ISO 22000 – Food Safety Management Systems Certification
                           HACCP (SANS 10330) – Hazard Analysis and Critical Control Point Systems
                           ISO 27001 – Information Security Management System Certification
                           SANS 16001 – HIV and AIDS management systems – General requirements
                           SANS 10399 – Quality Management Systems for Bus Operators
                           SANS 10240 – Certification Scheme for Auto-Glass Fitment Centres.
                           KING iii - Code of corporate governance in South Africa which is a requirement for companies listed on the
                           Johannesburg Stock Exchange

   Resources:             ISO              - http://www.iso.org/iso/home.html
                                           - http://www.praxiom.com/
                          SABS             - https://www.sabs.co.za/index.php?page=home
                          KING iii         - http://www.pwc.co.za/en/king3


SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint                                                                               Foundation

                                                                                                     Plan Do Check Act
          • Identify and analyse                               • Develop and test a
            the problem                                          potential solution
          • What do you want to
                                                                                              Most Business
            achieve?
                                                                                       Management Systems are
                                                                                      built / designed around this
                                               Plan     Do                                      principle.

                                                                                       Plan Do Check Act – PDCA

                                                                                          This is a methodical
                                                                                         approach to problem
                                                Act    Check                           solving and implementing
                                                                                                solutions.
          • Implement the                                      • Analyse and
            improved solution fully                              determine
                                                                 improvements
SHARE   The SharePoint Conference for Business Users
                                                                                      http://www.mindtools.com/
SharePoint vs. DisapPoint                                                                           Foundation

                                                                                                Example: ISO 9001
STEP 3                                                                              Which SharePoint features
Highlight the areas that will become the checklist for your new system              can be utilized to assist with
                                                       Quality Management Systems   this requirement?
                                                                                    • Records Center
                                                                                    • Document Libraries
                                                                                    • Version Control / Alerts




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint                                                   Foundation

                                                                         Example: ISO 14001
Which SharePoint features
can be utilized to assist with                         Environmental Management Systems
this requirement?
• Document Library for
    project plans
• Project Tasks List
• Survey to determine
    relevance / impact




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint                                                                   Foundation

                                                                                        Example: OHSAS 18001


Occupational Health & Safety Management System

                                                       Which SharePoint features
                                                       can be utilized to assist with
                                                       this requirement?
                                                       • Document Library -
                                                           procedures
                                                       • Custom List as database
                                                           for Incident reporting
                                                       • SharePoint Designer
                                                           Workflows
                                                       • Publishing sites with
                                                       • workflow




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint                                                                   Foundation

                                                                                        Example: ISO 22000
                                                       Which SharePoint features
 Food Safety Management Systems                        can be utilized to assist with
                                                       this requirement?
                                                       • Import spreadsheet as
                                                           list (database)
                                                       • Custom List
                                                       • Document Libraries
                                                       • Visio Process
                                                           Repository




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                             Navigation

                                                                                  Example




                                                       Intranet / Landing Page

                                                       •   Corporate look & feel?
                                                       •   Who will be working with
                                                           the Intranet?
                                                       •   What is important to
                                                           them?
                                                       •   Intranet NOT Internet
                                                       •   Keep it interesting / ‘alive’




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                        Navigation

                                                                    Behind the scenes
STEP 4
Build “navigation” to bring it all together
                                                        What do I
                                                        need to
                                                       accomplish
                                                          this?




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                 Navigation

                                                                      Example




                                                       From ± 180
                                                       libraries / lists /
                                                       calendars ˃ 10


                                                       End Result:
                                                       • Transparency
                                                       • Trends Analysis
                                                          possible




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                   Navigation

                                                                       Example




                                                       From ± 33 libraries /
                                                       lists / calendars ˃ 5

                                                       End Result:
                                                       • Transparency
                                                       • Trends Analysis
                                                          possible




SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                                                Navigation

                                                                                    Example


                                                       •   Processes needs to be clearly
                                                           defined and documented
                                                       •   This can be used for navigation
                                                       •   Training / induction
                                                       •   System / processes gets
                                                           audited daily – and changes
                                                           made immediately
                                                       •   Users understand where in the
                                                           process they fit in
                                                       •   The system (site) is built to
                                                           maintain and make sense – not
                                                           to impress users / make
                                                           navigation easier.
                                                       •   Do NOT try to build for easy
                                                           navigation

SHARE   The SharePoint Conference for Business Users
SharePoint vs. DisapPoint
                                                       Questions




SHARE   The SharePoint Conference for Business Users
Yours for the taking…

•   Think small to ‘make’ big 
•   Use the PDCA Cycle
•   Without user buy-in and uptake, investment in technology is wasted.
•   Remember that even users that don’t ‘use’ the system – still influence it / are influenced
    by it – CONSIDER ALL.
•   If your Intranet only serves as a file server – you have failed.

•   “Life is short, make it amazing.” Hugh MacLeod
•   “Choose a job you love and you will never have to work a day in
    your life.” Confucius

SHARE   The SharePoint Conference for Business Users
Tracy van der Schyff
                                          AFGRI Operations Limited
                                          Quality Systems Manager (Animal Feeds)
                                          tvdschyff@afgri.co.za

                                           +27 11 063 2418 / 082 552 5022




SHARE   The SharePoint Conference for Business Users        Slide 24
Share2012

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Share2012

  • 2. SharePoint vs. DisapPoint: Taking the Narrow Less Travelled Road Tracy van der Schyff – AFGRI Operations Limited (Animal Feeds) SharePoint is such a versatile product, that a monster can be built in 3 easy steps. By using a Quality Management System as framework and well-defined business processes we’ve been able to alleviate the strain of governance, security/permissions & user adoption. This directly affects the selling value of SharePoint. Put the user first. If you add value – YOU WILL SUCCEED.
  • 3. SharePoint vs. DisapPoint Index • Introduction • Challenges • What works 1. Successful team 2. Management System as foundation 3. Navigation 4. More with less / Have Fun • Questions • Yours for the taking… SHARE The SharePoint Conference for Business Users
  • 4. Introduction SHARE The SharePoint Conference for Business Users
  • 5. SharePoint vs. DisapPoint Introduction About AFGRI AFGRI is South Africa's leading agricultural services and foods business. We offer a wide range of physical and intellectual inputs to farmers, producers and users of agricultural products. As a transforming force in the business of agriculture, AFGRI offers farming clients the following services: banking, broking, logistics, trading and retail services. We are also producers of animal feeds, poultry, proteins and oil. About Me I’ve been working for Animal Feeds for 6 years. 4 Years ago I was introduced to SharePoint and Quality Management. My sole responsibility is to manage and build (quality management) solutions for the business. In 2010 a decision was made not to upgrade from 2007 to 2010 – but to rather use the opportunity to rebuild (and clean-up) the entire solution. In June 2011 our new Intranet was launched and I am now in the process of finalizing Animal Feeds and rolling out the Management System Solution to the rest of AFGRI. I’m not a ‘technical / IT person’ or an expert on legislation & guidelines. My true passions are people, enhancing processes and building simple solutions that work. Read more: Article on IT Web SHARE The SharePoint Conference for Business Users
  • 6. SharePoint vs. DisapPoint Challenges HISTORICAL CHALLENGES (2003 / 2007 SharePoint) • Inadequate Hardware / Poor design • Poor performance • Issues after 2003 > 2007 upgrade • Not user friendly • Users not understanding the potential of SharePoint • The make-up of the project team was not representative of the business • Lack of Training • Management Support CURRENT CHALLENGES (2010 SharePoint) • Documentation • Change Control • Keeping it simple SHARE The SharePoint Conference for Business Users
  • 7. SharePoint vs. DisapPoint Successful team End User Site Owner Site Collection Administrator Helpdesk Developer Farm / Server Administrator Evangelist Architect Project Manager SHARE The SharePoint Conference for Business Users
  • 8. SharePoint vs. DisapPoint Successful team STEP 1 Get a successful team together Getting the “right” people involved THE TEAM is the 1st step to a successful Project / Intranet. This doesn’t necessarily point towards diplomas & degrees. The “Wacky / Arty One” DON’T forget the people who know the business / processes – people who have a passion for what they do and can think outside the box. The Business KNOWS BEST!! SHARE The SharePoint Conference for Business Users
  • 9. SharePoint vs. DisapPoint Foundation People Business Management System Keep it Simple SHARE The SharePoint Conference for Business Users
  • 10. SharePoint vs. DisapPoint Foundation STEP 2 Choose a guideline / standard / code which compliments your business SHARE The SharePoint Conference for Business Users This matrix should be used as reference only.
  • 11. SharePoint vs. DisapPoint Foundation More detail: ISO 9001 – Quality Management Systems Certification ISO 13485 – Medical devices – Quality Management Systems – Requirements for regulatory purposes ISO 14001 – Environmental Management Systems Certification OHSAS 18001 – Occupational Health & Safety Management System Certification ISO 22000 – Food Safety Management Systems Certification HACCP (SANS 10330) – Hazard Analysis and Critical Control Point Systems ISO 27001 – Information Security Management System Certification SANS 16001 – HIV and AIDS management systems – General requirements SANS 10399 – Quality Management Systems for Bus Operators SANS 10240 – Certification Scheme for Auto-Glass Fitment Centres. KING iii - Code of corporate governance in South Africa which is a requirement for companies listed on the Johannesburg Stock Exchange Resources: ISO - http://www.iso.org/iso/home.html - http://www.praxiom.com/ SABS - https://www.sabs.co.za/index.php?page=home KING iii - http://www.pwc.co.za/en/king3 SHARE The SharePoint Conference for Business Users
  • 12. SharePoint vs. DisapPoint Foundation Plan Do Check Act • Identify and analyse • Develop and test a the problem potential solution • What do you want to Most Business achieve? Management Systems are built / designed around this Plan Do principle. Plan Do Check Act – PDCA This is a methodical approach to problem Act Check solving and implementing solutions. • Implement the • Analyse and improved solution fully determine improvements SHARE The SharePoint Conference for Business Users http://www.mindtools.com/
  • 13. SharePoint vs. DisapPoint Foundation Example: ISO 9001 STEP 3 Which SharePoint features Highlight the areas that will become the checklist for your new system can be utilized to assist with Quality Management Systems this requirement? • Records Center • Document Libraries • Version Control / Alerts SHARE The SharePoint Conference for Business Users
  • 14. SharePoint vs. DisapPoint Foundation Example: ISO 14001 Which SharePoint features can be utilized to assist with Environmental Management Systems this requirement? • Document Library for project plans • Project Tasks List • Survey to determine relevance / impact SHARE The SharePoint Conference for Business Users
  • 15. SharePoint vs. DisapPoint Foundation Example: OHSAS 18001 Occupational Health & Safety Management System Which SharePoint features can be utilized to assist with this requirement? • Document Library - procedures • Custom List as database for Incident reporting • SharePoint Designer Workflows • Publishing sites with • workflow SHARE The SharePoint Conference for Business Users
  • 16. SharePoint vs. DisapPoint Foundation Example: ISO 22000 Which SharePoint features Food Safety Management Systems can be utilized to assist with this requirement? • Import spreadsheet as list (database) • Custom List • Document Libraries • Visio Process Repository SHARE The SharePoint Conference for Business Users
  • 17. SharePoint vs. DisapPoint Navigation Example Intranet / Landing Page • Corporate look & feel? • Who will be working with the Intranet? • What is important to them? • Intranet NOT Internet • Keep it interesting / ‘alive’ SHARE The SharePoint Conference for Business Users
  • 18. SharePoint vs. DisapPoint Navigation Behind the scenes STEP 4 Build “navigation” to bring it all together What do I need to accomplish this? SHARE The SharePoint Conference for Business Users
  • 19. SharePoint vs. DisapPoint Navigation Example From ± 180 libraries / lists / calendars ˃ 10 End Result: • Transparency • Trends Analysis possible SHARE The SharePoint Conference for Business Users
  • 20. SharePoint vs. DisapPoint Navigation Example From ± 33 libraries / lists / calendars ˃ 5 End Result: • Transparency • Trends Analysis possible SHARE The SharePoint Conference for Business Users
  • 21. SharePoint vs. DisapPoint Navigation Example • Processes needs to be clearly defined and documented • This can be used for navigation • Training / induction • System / processes gets audited daily – and changes made immediately • Users understand where in the process they fit in • The system (site) is built to maintain and make sense – not to impress users / make navigation easier. • Do NOT try to build for easy navigation SHARE The SharePoint Conference for Business Users
  • 22. SharePoint vs. DisapPoint Questions SHARE The SharePoint Conference for Business Users
  • 23. Yours for the taking… • Think small to ‘make’ big  • Use the PDCA Cycle • Without user buy-in and uptake, investment in technology is wasted. • Remember that even users that don’t ‘use’ the system – still influence it / are influenced by it – CONSIDER ALL. • If your Intranet only serves as a file server – you have failed. • “Life is short, make it amazing.” Hugh MacLeod • “Choose a job you love and you will never have to work a day in your life.” Confucius SHARE The SharePoint Conference for Business Users
  • 24. Tracy van der Schyff AFGRI Operations Limited Quality Systems Manager (Animal Feeds) tvdschyff@afgri.co.za +27 11 063 2418 / 082 552 5022 SHARE The SharePoint Conference for Business Users Slide 24