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The Trusted Technology Partner in Business Innovation




          PASSION  DISCIPLINE  INNOVATION  TEAMING  INTEGRITY
Implementing SharePoint 2010 BPOS for
      Hyatt Hotels and Resorts
      A Case Study in the Cloud
                       Pallavi Sharma
       Principal Consultant, Portals & Collaboration Practice
                  pallavi.sharma@neudesic.com

             www.letsgetalittletechnical.blogspot.com
WHAT IS O365?
SaaS - Software as a Service                        PaaS – Platform as a Service
                          Saas + PaaS = 'Cloud Computing'.



                               Microsoft    Microsoft
                               Office Pro   Exchange
                               Plus          Online


                               Microsoft
                                             Microsoft
                                 Lync
                                            SharePoint
                                Online
                                              Online
ADVANTAGES OF THE CLOUD




                                                                                            Easy, fast
                                          Software that’s up-   The cloud is tailor-   deployment to users   Cloud computing
Anywhere/anytime   Improved reliability                                                                       requires less in-
                                           to-date with less    made for monthly        means quicker ROI
  access to data   and security of data                                                                         house staff.
                                               malware           payment plans.              for you.
HYATT - THE OPPORTUNITY




     Collaboration – Team
  Intranet + Corporate Apps
Global Hotel Productivity Apps
       GOVERNANCE
SHAREPOINT ARCHITECTURE


Hyatt’s SharePoint          The Portal and Team          Data is stored across
Dedicated environment       web apps have multiple       multiple Site collections
has three web apps          site collections based on    across Web Apps
• Portal                    the site quota needed
• Team                      for their data storage
• MySite                    (2 GB per site collection)
TEAM / PROJECT SITES
    Build a collaboration environment for Hyatt employees to interact, document & track projects
    tasks and goals.

•    Document Management, File Sharing, Search


•    Use of
        Blog
        Discussion Boards
        Note Board
        Tasks
        Calendar
DEMO – SAMPLE O365 SHAREPOINT SITE
CORPORATE APPLICATIONS
Build a series of corporate applications, some of which were ported from existing Lotus
applications – Revisit the design and tweak existing functionality e.g. Corporate Safe, HR
Online, Project Tracking etc.
 Increase productivity with
  centrally located and always
  available resources, readily
  searchable records

 Deploy solutions tailored to
  the business processes

 Security trimmed views for
  different audience types
HOTEL PRODUCTIVITY APPLICATIONS
Build a series of hotel applications to be deployed at each hotel site e.g. Lost and
Found, Guest Banquet Requests, Manager Logs, Gift Voucher Requests etc.
WORKFLOW APPLICATION
Build a workflow application to manage the multi-tier approval system for feedback of
participants enrolled in a plan.


 Custom dashboard and
  email notifications for
  status changes

 Security trimmed views
  for different audience

 Reports
CHALLENGES: BPOS(D) ENVIRONMENT
• Very limited customization options
• No Access to central administration
• Third-party components can be deployed after approved by Microsoft.

• Farm solutions are time intensive (change requests to Microsoft)
• No access to data across site collections using sandboxed solutions
• No Access to file system
• Cannot create a fully coded workflow or Create a full-trust workflow
  activity – For the workflow apps
• The sandboxed environment does not permit you to deploy any files to
  the server file system – Branding Challenge
DEMO - BUILDING WORKFLOW SOLUTIONS ON SHAREPOINT
                      O365
LOTUS APPLICATIONS AND DATA MIGRATION


     Existing Apps       Migrate Lotus Data             New Apps

• Improved User        • Load all data in Excel   • Utilized the JQuery
  interface            • Format the excel           and Client Object
• Improved               based on the new           Model to create
  Information            Design of Lists            better User
  Architecture         • Attachments info as        Interfaces
• Address existing       a part of the Excel      • Leverage the
  issues users faced   • Use Web Services to        existing reusable
  earlier.               Migrate the data           solutions developed.
SHAREPOINT SOLUTIONS ON THE CLOUD
                                          Access the Lists services from a console
                                           application for Migrating Lotus data in
 Leveraged sandboxed architecture for     an excel format and upload attachments
                                            from file system to online apps/lists.    Use SharePoint Designer workflows for
 building apps in the scope of the Site
                                                                                        sending emails for the Workflow
  collection, Farm solutions proposed
                                                                                             Application developed.
when absolutely needed, e.g. Timer jobs     Use OOB SharePoint forms for data
                                          upload in custom list data entry form for
                                                        attachments.




                                           Module element with a Type attribute       Use JQuery & SPServices to populate
Custom centralized solutions gallery to
                                                  value of Ghostable or               data at the portal home page, pulling
make solutions available to individual
                                            GhostableInLibrary to deploy your         data from different site collections
    site collection administrators –
                                          templates to the content DB rather than     across web applications. Use Data Tables
      Branding, Hotel Apps store.
                                                      the file system.                to create the user Interface
ADOPTION
 Involve the business users from
  the beginning

 Identify Focus Groups for Pilot
  applications

 Conducted biweekly sessions
  for Hyatt’s users to increase the
  adoption of
  SharePoint, promote best
  practices and help them with
  any issues/questions.

 Intuitive user interface and
  Information Architecture – easy
  to use design
GOVERNANCE
 A governance plan can be a guide to help plan the roles, responsibilities, and policies
 necessary to support your site collection.


Specific SharePoint permission groups were provisioned to put the governance in place for :


     – Content Management & Approval Policies

     – Users Access Management

     – Site creation rules
BPOS-D FEATURE SET

BPOS-D
Business Productivity Online
Services - Dedicated


For enterprise customers who
are willing to purchase a
minimum of 5,000 seats of
SharePoint, Exchange, OCS,
CRM, etc.
SANDBOX SOLUTIONS – HOW TO BUILD

Visual studio .wsp file
SANDBOX SOLUTIONS DEPLOYMENT

Upload to solutions gallery       Activate
SAMPLE – LIST DEPLOYMENT VIA SANDBOX SOLUTIONS,


Demo
  – Visual Studio Development
  – SP Designer Development     Demo on o365

  – o365 Site Deployment
THANK YOU!

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Sp fest 2012 sp2010 on the cloud

  • 1. The Trusted Technology Partner in Business Innovation PASSION  DISCIPLINE  INNOVATION  TEAMING  INTEGRITY
  • 2. Implementing SharePoint 2010 BPOS for Hyatt Hotels and Resorts A Case Study in the Cloud Pallavi Sharma Principal Consultant, Portals & Collaboration Practice pallavi.sharma@neudesic.com www.letsgetalittletechnical.blogspot.com
  • 3. WHAT IS O365? SaaS - Software as a Service PaaS – Platform as a Service Saas + PaaS = 'Cloud Computing'. Microsoft Microsoft Office Pro Exchange Plus Online Microsoft Microsoft Lync SharePoint Online Online
  • 4. ADVANTAGES OF THE CLOUD Easy, fast Software that’s up- The cloud is tailor- deployment to users Cloud computing Anywhere/anytime Improved reliability requires less in- to-date with less made for monthly means quicker ROI access to data and security of data house staff. malware payment plans. for you.
  • 5. HYATT - THE OPPORTUNITY Collaboration – Team Intranet + Corporate Apps Global Hotel Productivity Apps GOVERNANCE
  • 6. SHAREPOINT ARCHITECTURE Hyatt’s SharePoint The Portal and Team Data is stored across Dedicated environment web apps have multiple multiple Site collections has three web apps site collections based on across Web Apps • Portal the site quota needed • Team for their data storage • MySite (2 GB per site collection)
  • 7. TEAM / PROJECT SITES Build a collaboration environment for Hyatt employees to interact, document & track projects tasks and goals. • Document Management, File Sharing, Search • Use of  Blog  Discussion Boards  Note Board  Tasks  Calendar
  • 8. DEMO – SAMPLE O365 SHAREPOINT SITE
  • 9. CORPORATE APPLICATIONS Build a series of corporate applications, some of which were ported from existing Lotus applications – Revisit the design and tweak existing functionality e.g. Corporate Safe, HR Online, Project Tracking etc.  Increase productivity with centrally located and always available resources, readily searchable records  Deploy solutions tailored to the business processes  Security trimmed views for different audience types
  • 10. HOTEL PRODUCTIVITY APPLICATIONS Build a series of hotel applications to be deployed at each hotel site e.g. Lost and Found, Guest Banquet Requests, Manager Logs, Gift Voucher Requests etc.
  • 11. WORKFLOW APPLICATION Build a workflow application to manage the multi-tier approval system for feedback of participants enrolled in a plan.  Custom dashboard and email notifications for status changes  Security trimmed views for different audience  Reports
  • 12. CHALLENGES: BPOS(D) ENVIRONMENT • Very limited customization options • No Access to central administration • Third-party components can be deployed after approved by Microsoft. • Farm solutions are time intensive (change requests to Microsoft) • No access to data across site collections using sandboxed solutions • No Access to file system • Cannot create a fully coded workflow or Create a full-trust workflow activity – For the workflow apps • The sandboxed environment does not permit you to deploy any files to the server file system – Branding Challenge
  • 13. DEMO - BUILDING WORKFLOW SOLUTIONS ON SHAREPOINT O365
  • 14. LOTUS APPLICATIONS AND DATA MIGRATION Existing Apps Migrate Lotus Data New Apps • Improved User • Load all data in Excel • Utilized the JQuery interface • Format the excel and Client Object • Improved based on the new Model to create Information Design of Lists better User Architecture • Attachments info as Interfaces • Address existing a part of the Excel • Leverage the issues users faced • Use Web Services to existing reusable earlier. Migrate the data solutions developed.
  • 15. SHAREPOINT SOLUTIONS ON THE CLOUD Access the Lists services from a console application for Migrating Lotus data in Leveraged sandboxed architecture for an excel format and upload attachments from file system to online apps/lists. Use SharePoint Designer workflows for building apps in the scope of the Site sending emails for the Workflow collection, Farm solutions proposed Application developed. when absolutely needed, e.g. Timer jobs Use OOB SharePoint forms for data upload in custom list data entry form for attachments. Module element with a Type attribute Use JQuery & SPServices to populate Custom centralized solutions gallery to value of Ghostable or data at the portal home page, pulling make solutions available to individual GhostableInLibrary to deploy your data from different site collections site collection administrators – templates to the content DB rather than across web applications. Use Data Tables Branding, Hotel Apps store. the file system. to create the user Interface
  • 16. ADOPTION  Involve the business users from the beginning  Identify Focus Groups for Pilot applications  Conducted biweekly sessions for Hyatt’s users to increase the adoption of SharePoint, promote best practices and help them with any issues/questions.  Intuitive user interface and Information Architecture – easy to use design
  • 17. GOVERNANCE A governance plan can be a guide to help plan the roles, responsibilities, and policies necessary to support your site collection. Specific SharePoint permission groups were provisioned to put the governance in place for : – Content Management & Approval Policies – Users Access Management – Site creation rules
  • 18. BPOS-D FEATURE SET BPOS-D Business Productivity Online Services - Dedicated For enterprise customers who are willing to purchase a minimum of 5,000 seats of SharePoint, Exchange, OCS, CRM, etc.
  • 19. SANDBOX SOLUTIONS – HOW TO BUILD Visual studio .wsp file
  • 20. SANDBOX SOLUTIONS DEPLOYMENT Upload to solutions gallery Activate
  • 21. SAMPLE – LIST DEPLOYMENT VIA SANDBOX SOLUTIONS, Demo – Visual Studio Development – SP Designer Development Demo on o365 – o365 Site Deployment

Editor's Notes

  • #3: Good morning everyone. I am Pallavi Sharma – Principal Consultant with Neudesic in the Portals and collaborations practice. Today we are here to share insights, functional and technical challenges for BPOS implementation for Hyatt Hotels and Resorts. My email and my blog url is up on the screen and its worth mentioning that my blog is mostly about the o365 cloud solutions – so I request you to please visit it to learn more about the cloud.   
  • #4: So lets start from the very basic – What is office 365? To answer that question we need to familiarize ourselves with 2 terms – saas and paas.SAAS - when users 'rent' or ‘borrow online’ software instead of actually purchasing and installing it on their own computers. PaaS- when users get the computing platform and a solution stack as a serviceComponents of o365 are
  • #5: Its available 24X7 and centrally accessible, we have offloaded the task of managing the HW & Software to Microsoft, cut down on cost.With the SLA’s in place we have access to the most current and reliable data and we are not concerned about the security of the data.Microsoft makes sure that the software is now being treated as a service, hence its upto date with the latest patches and free of any malware & is protected from malicious attacks.Varied licensee plans are available on the Microsoft site for different 0365 options to choose from for small, medium and large organizations.With o365 the site administrators are empowered with faster deployment to end users – provision a project site within days, a meeting workspace within a matter of minutes.Since the resources are now managed by Microsoft lesser In-house staff is required for maintainence and hence a major reduction in cost.
  • #6: Hyatt Hotels – we engaged with Hyatt in Nov of 2010 to assist them explore the rich feature set of SP online BPOS offering from their o365 rollout. Exchange, Lync, SharePoint. Hyatt was looking for a collaborative platform for Teaming - SharePoint Online had the perfect solution “Team Sites” for collaboration among the employees, Sharing & storing the documents, track changes / do audits utilizing the OOB version control, Utilize search etc. etc. Global Hotel Productivity apps i.e. Manager Logs, lost and found, Contracts, Purchase requests, Incident report, Banquet event orders etc.Intranet – content management system to get the latest information, documents for the various departments online. Corporate Applications which were natively in Lotus apps now had the perfect opportunity to be revisited for tweaking the functionality. HR contacts, Corporate Safe, Labor relations,Workflow based app – Impact University Governance in SharePoint online is not a lot different from SharePoint on Premise, Farm level admin access is blocked. So the group of users are identified for various activities – approvers, contributors, content managers etc. and with the help of workflows and SharePoint groups and permissions the SharePoint sites can be governed very well. A defined governance model assists in preventing unmanaged SharePoint usage and random, unintentional collaboration efforts.
  • #8: Fileviewing & sharing to a new level with robust capabilities of opening the file inside the browser and Co-authoring.Easily manage documents and help ensure integrity of content
  • #11: Custom Views and reports for each of these applications serves key component for the hotels.
  • #13: If a sandbox worker process runs for more than 30 seconds, the user code service will terminate the process. If you need to use long-running processes to deliver your functionality, a sandboxed solution is unlikely to be the best choice.
  • #16: Hybrid approach of Web Services and Server Object Model to upload data from Lotus Notes (converted to Excel format) to the BPOS D online lists. This was done for multiple corporate applications ported from Lotus Notes sites, since the file operations are not supported in Sandbox pull data from Excel workbook using Microsoft.Office.Interop.Excel.ApplicationThe sandboxed environment does not permit you to deploy any files to the server file system. To solve this issue, use a Module element with a Type attribute value of Ghostable or GhostableInLibrary to deploy your templates. This indicates that the templates are deployed to the content database instead of to the server file system.
  • #18: Governance is the set of policies, roles, responsibilities, and processes that guide, direct, and control how an organization's business divisions and technical teams cooperate to achieve business goals. With regard to your SharePoint Online site collection, a governance plan can be a guide to help plan the roles, responsibilities, and policies necessary to support your site collection
  • #19: single sign-on, also called identity federation