The SharePoint Maturity Model - as presented 1 March 2011 for Nothing But SharePoint
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The document outlines a presentation about the SharePoint Maturity Model given by Sadalit Van Buren. The presentation includes an agenda that covers logistics, an introduction to the maturity model and self-evaluation matrix, as well as examples of applying the model at different maturity levels for areas like publication, collaboration, and business processes. Contact information is provided for those interested in the model and next steps.
The SharePoint Maturity Model - as presented 1 March 2011 for Nothing But SharePoint
- 1. The SharePoint Maturity ModelPresented as a Live Broadcast for Nothing But SharePoint1 March 201113/1/2011Copyright 2011 Sadalit Van BurenHosted By
- 2. Agenda2LogisticsWhat’s in it for me?About MeAbout My CompanyAbout the SharePoint Maturity ModelAbout Microsoft’s SP CompetenciesSMM Competency DefinitionsSMM Maturity Level DefinitionsThe SharePoint Maturity Model - overviewSelf Evaluation MatrixThe SharePoint Maturity Model – detail & case studiesCredits & Resources3/1/2011Copyright 2011 Sadalit Van Buren
- 3. LogisticsIf you’re tweeting or live blogging, please include #EUSP and @sadalitDownload and Print the Self Evaluation Matrix: http://bit.ly/SMMpptMatrix33/1/2011Copyright 2011 Sadalit Van Buren
- 4. What’s In It For Me?The Maturity Model can help you develop your strategic roadmap, and ultimately lead to:Greater business process efficiencyA more trustworthy SP environmentHappier, more empowered usersMore time for YOUto innovate, rather than putting out fires or answering the same question over and over.You can get a quantitative sense of your progress by re-evaluating each year.You are helping to build a data model that will help answer larger questions about where organizations are in their SP maturity by industry, number of years of use, etc.43/1/2011Copyright 2011 Sadalit Van Buren
- 5. Data Model Examples53/1/2011Copyright 2011 Sadalit Van Buren
- 6. About MeProject Manager and Business Analyst focusing on SharePoint
- 7. Working with SharePoint since beta 2003 version
- 9. Microsoft Certified Technology Specialist Consulting Manager, Burntsand6
- 10. About My CompanyLeading systems integration firm founded in January 1996
- 11. Microsoft partner with 2 gold competencies, 3 silver
- 12. More than 350 blue chip clients
- 13. Subsidiary of Open Text, local office in Waltham, MA
- 14. Publicly traded on Toronto Stock Exchange (OTEX)
- 15. Have delivered solutions built on the SharePoint and .NET platforms since their inception in 200173/1/2011Copyright 2011 Sadalit Van Buren
- 16. About the SharePoint Maturity ModelDeveloped in Fall 2010 for the purpose of bringing a holistic view to a SharePoint implementation, and bringing standardization to the conversation around functionality, best practices, and improvement.Starts at 100 rather than 0Does NOT cover:Public-facing websitesCompliance and regulatory issuesVisual design and brandingVersion 1 published 5 November 2010.83/1/2011Copyright 2011 Sadalit Van Buren
- 17. About Microsoft’s SP CompetenciesRibbon UISharePoint WorkspaceSharePoint MobileOffice Client & Web App IntegrationStandards SupportBusiness Connectivity ServicesInfoPath Form ServicesExternal ListsWorkflowSharePoint DesignerVisual StudioAPI EnhancementsREST/ATOM/RSSSitesTagging, Tag Cloud, RatingsSocial BookmarkingBlogs and WikisMy SitesActivity FeedsProfiles and ExpertiseOrg BrowserCommunitiesCompositesContentInsightsPerformancePoint ServicesExcel ServicesChart Web PartVisio ServicesWeb AnalyticsSQL Server IntegrationPowerPivotSearchEnterprise Content TypesMetadata and NavigationDocument SetsMulti-stage DispositionAudio and Video Content TypesRemote Blob StorageList EnhancementsSocial RelevancePhonetic SearchNavigationFAST IntegrationEnhanced Pipeline
- 18. Competency Definitions - Core103/1/2011Copyright 2011 Sadalit Van Buren
- 19. Competency Definitions - Advanced113/1/2011Copyright 2011 Sadalit Van Buren
- 20. Competency Definitions - Readiness123/1/2011Copyright 2011 Sadalit Van Buren
- 21. Maturity Level DefinitionsMaturation133/1/2011Copyright 2011 Sadalit Van Buren
- 22. The SharePoint Maturity Model – 1 – Core ConceptsMaturation also occurs along this vectorMaturation143/1/2011Copyright 2011 Sadalit Van Buren
- 23. The SharePoint Maturity Model – 2 – Advanced ConceptsMaturation15Maturation also occurs along this vector3/1/2011Copyright 2011 Sadalit Van Buren
- 24. The SharePoint Maturity Model – 3 – Readiness ConceptsMaturation16Maturation also occurs along this vector3/1/2011Copyright 2011 Sadalit Van Buren
- 25. Self Evaluation Matrix17599500499400399300299200199100Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information!3/1/2011Copyright 2011 Sadalit Van Buren
- 26. Self Evaluation Matrix – Filled-in Example18599500499400399300299200199100Go to http://bit.ly/SMMExcelTemplate for a quick way to graph this information!3/1/2011Copyright 2011 Sadalit Van Buren
- 27. Excel Template Available19Go to http://bit.ly/SMMExcelTemplate to get your own!3/1/2011Copyright 2011 Sadalit Van Buren
- 28. Publication20Presentation of content in SharePoint for consumption by a varied audience of authenticated users. Areas of focus include navigation, presentation of content (static vs. personalized), content organization and storage, customizations to the template, and approvals and workflow. 3/1/2011Copyright 2011 Sadalit Van Buren
- 29. Publication – 100-level example21Source: Burntsand3/1/2011Copyright 2011 Sadalit Van Buren
- 30. Publication – 500-level example22Source: Burntsand3/1/2011Copyright 2011 Sadalit Van Buren
- 31. Collaboration23Multiple individuals working jointly within SharePoint. Areas of focus include provisioning & de-provisioning, templates, organization (finding a site), archiving, using SP’s capabilities (i.e. versioning & doc mgmt, task mgmt, calendar mgmt, discussion thread, surveys, workflow). 3/1/2011Copyright 2011 Sadalit Van Buren
- 32. Collaboration – 100-level example24Source: Burntsand3/1/2011Copyright 2011 Sadalit Van Buren
- 33. Collaboration– 500-level exampleSource: Burntsand253/1/2011Copyright 2011 Sadalit Van Buren
- 34. Business Process26Linked business activities with a defined trigger and outcome, standardized by SharePoint and/or custom automated workflow processes. Areas of focus include data (unstructured/structured), workflow, user security / roles, reporting, tracking / auditing.3/1/2011Copyright 2011 Sadalit Van Buren
- 35. Business Process – 100-level example27Source: Burntsand3/1/2011Copyright 2011 Sadalit Van Buren
- 36. Business Process – 500-level example28Source: Nielsen Norman Group Intranet Design Annual 2010, Enbridge intranet, p. 633/1/2011Copyright 2011 Sadalit Van Buren
- 37. Search29The ability to query indexed content and return results that are ranked in order of relevance to the search query. Areas of focus include scopes, display of results, optimization, integration and connectors, and performance.3/1/2011Copyright 2011 Sadalit Van Buren
- 38. Search – 100-level example303/1/2011Copyright 2011 Sadalit Van BurenSource: Burntsand
- 39. Search – 500-level exampleSource: Burntsand313/1/2011Copyright 2011 Sadalit Van Buren
- 40. People and Communities32The human capital of the organization as represented in SharePoint by profiles, MySites, and community spaces (the virtual spaces that support particular areas of interest that may span or fall outside the organizational structure).3/1/2011Copyright 2011 Sadalit Van Buren
- 41. People and Communities – 100-level example33Source: Burntsand3/1/2011Copyright 2011 Sadalit Van Buren
- 42. People and Communities – 500-level exampleSource: Burntsand343/1/2011Copyright 2011 Sadalit Van Buren
- 43. Composites and Applications35Custom solutions specific to the needs of the business (traditionally served by paper forms, Excel spreadsheets and/or Access databases) which may be accomplished by multiple technologies working together.3/1/2011Copyright 2011 Sadalit Van Buren
- 44. Composites & Applications – 100-level exampleSource: Burntsand363/1/2011Copyright 2011 Sadalit Van Buren
- 45. Composites & Applications – 500-level exampleSource: Burntsand373/1/2011Copyright 2011 Sadalit Van Buren
- 46. Integration38Line of business data and/or content from a separate CMS integrated with the system, allowing users to self-serve in a controlled yet flexible manner. Maturity proceeds through integration with single system, multiple systems, Data Warehouse, and external (partner/supplier or industry) data. 3/1/2011Copyright 2011 Sadalit Van Buren
- 47. Insight39The means of viewing business data in the system. Maturity proceeds through aggregation of views, drill-down and charting, actionability, and analytics and trending.3/1/2011Copyright 2011 Sadalit Van Buren
- 48. Insight – 100-level example403/1/2011Copyright 2011 Sadalit Van BurenSource: Burntsand
- 49. Insight – 500-level example3/1/2011Copyright 2011 Sadalit Van Buren41Source: Burntsand
- 50. Infrastructure42The hardware and processes that support the system. Areas of focus include farm planning, server configuration, storage, backup/restore, monitoring, and updates.3/1/2011Copyright 2011 Sadalit Van Buren
- 51. Staffing and Training43The human resources that support the system and the level of training with which they are provided.3/1/2011Copyright 2011 Sadalit Van Buren
- 52. Customizations44Custom development and/or third-party products that extend the out-of-box functionality of the system. Areas of focus include development environment, management of source code, method of build and deployment, and development tier.3/1/2011Copyright 2011 Sadalit Van Buren
- 53. Call to ActionFill out the SMM self-assessment!Send me your data to help build a data model for everyone (your name & company name will remain anonymous.)Contact me (contact info on next slide)With QuestionsWith FeedbackIf you’d like help assessing your SP implementation and learning more about how to get to greater SharePoint Maturity.453/1/2011Copyright 2011 Sadalit Van Buren
- 54. Contact InformationSadie Van Burensvanburen@burntsand.comTwitter: @sadalitLinkedIn: http://www.linkedin.com/in/sadalit3/1/2011Copyright 2011 Sadalit Van Buren46
- 55. ResourcesSelf Evaluation Matrix:http://bit.ly/SMMpptMatrixExcel Template for the Self-Assessment:http://bit.ly/SMMExcelTemplate473/1/2011Copyright 2011 Sadalit Van Buren
- 56. CreditsSharePoint Maturity Model (Customizations) from Hugo Esperanca’s blog. http://activeobjects.blogspot.com/2008/07/sharepoint-maturity-model-smm_20.htmlRate Your Organization's SharePoint Collaboration Maturity, from Lee Reed on EUSP: http://www.endusersharepoint.com/2010/01/07/adoption-tip-4-of-8-rate-your-organizations-sharepoint-collaboration-maturity/Capability Maturity Model: http://en.wikipedia.org/wiki/Capability_Maturity_Model483/1/2011Copyright 2011 Sadalit Van Buren
- 57. AcknowledgementsThanks to Mark Miller at End User SharePoint and the folks at for hosting this presentation.My gratitude to Vinnie Alwani, Harold Brenneman, John Francis, Sue Hanley, Richard Harbridge, Mike Landino, Chris McNulty, Mark Miller, Ed Podbelski, Ray Walters, and Derek Weeks for their input and support.493/1/2011Copyright 2011 Sadalit Van Buren
- 58. 50Thank you!3/1/2011Copyright 2011 Sadalit Van Buren
Editor's Notes
- #7: Webinar: my company also has a Creative Services department and specializes in usability and visual design of sharepoint – some of that you’ll see in the slides to come.Speaking:Write email address on the board!
- #9: Mention data model here.Point out – compliance, regulatory issues, and validation are not included here. Possibly change slide to include a section “what this model does NOT cover” – public-facing, regulatory & compliance, etc.Point out – not every competency has to be at the 500 level – you have to decide where to make the investments based on your business.If anyone has read the Checklist Manifesto – this model needs to be customizable to your business.Link to 1st publication - http://www.endusersharepoint.com/2010/11/05/the-sharepoint-maturity-model-version-1-0/
- #10: MS divides them into six groups
- #11: The SharePoint Maturity Model is divided into three sections.
- #14: As we go along – please rank yourself using the sheet that was on your chair!Russ Edelman – “Different maturity levels within an organization are not unusual.”
- #18: We’re about to go into the individual competencies…
- #21: 200 – light switch metaphor.Progression from Information Management to Knowledge Management.=> Mention accessibility issues. (Harbridge 1/29/11)
- #22: Announcements – look nice with the HTML, but no way to find them individually, or archive them – if you don’t want a page that scrolls forever then you’ll have to delete them.Links – handy but not personalized.
- #23: Featured story, substories, people profileSites for you - personalizedPolls & recent search activity give a dynamic & interactive component
- #24: Not just collab around documents and files but all kinds of collaboration activities – nonlinear included.100 – SPRAWL. Other tools also being used as well as SP. Team site used (which creates problem – hundreds of empty Shared Document libraries)That notion of Progression from Information Management to Knowledge Management comes in here too – often there’s good info buried in collab sites which should be promoted to not only Final but example of work to leverage.Customizations here would be cross-site roll-up, information roll-up / aggregation, custom web parts.
- #26: Designed for collab w/external contributors…
- #27: No notes.Background - Workflow typesHuman to system – focus here.Scope – DepartmentCross site / cross departmentEnterprise – spans multiple applicationsExternal user integrationHuman to humanSystem to systemTools- OOB workflow – either true OOB or configured- SP Designer / Nintex-- Custom .NET workflow-- Integration to enterprise WF tool. K2, SkeltaAreas of focus:Auditing – on/off in SPMonitoring – build/buyReporting – oob / custom
- #30: No notes.Harbridge mentioned personalized search results on 1/29/11 – e.g. sales team gets sales-oriented results - I would make this 500 level but needs research if it will be added.Background - Search –Scope – OOB/customIntegration / connectors (ifilters) – OOB/customSEO – Y/NDisplay – facets / best bets / rankings / federation (separate or merged) / results – tabular, w/images, etc. / Actionability Integration w/automated taggingVolume – SP / Fast or other 3rd party tool.
- #33: No notes.Background:Profiles – maturity progresses through out of box, customization, LOB data, self-service.MysitesTemplate - - OOB / Customized Centralization / organization of mysite and profile (multiple MySites based on domain login etc. – ideal is single.)
- #36: Distinction between composites/dashboards – dashboards are read-only; composites are interactive.
- #38: Dynamic mapSelectable indicatorsFull detail at right
- #39: Distinction between the two – represented by slash.
- #40: Distinction between the two – represented by slash.
- #41: Credit to Christophe
- #43: Lots to consider here.One audience member (Chris M.) pointed out to me on 1/29/11 – the infrastructure maturity is correlated to the degree that IT uses the system.Background - Infrastructure Server config considerations Farm planning - Availability (redundancy / failover)ScalabilityStorage – archiving/de-provisioningLeveraging low-cost storageBLOB integrationBackup & restoreManaged using OOB toolsDefined using 3rd party or custom toolsMonitoring Updates – manual or automatedVirus checking
- #44: Mention notion of Support – it is baked in to all the 500-levels – it doesn’t matter what the support system is, what matters is that users have a way to report a problem or make a suggestion, and that this is tracked and responded to in a timely fashion.Communications, Marketing, and Culture / Change Management not specifically called out here but they are also essential to adoption of the system.
- #45: Notion of total cost of ownership – costs $ to build, costs $$$ to maintain & update. Spend more up-front to make the application configurable – so that instead of code drop, change requires update to list, XML, or database table.CustomizationsEnvironment – Prod / Prod + Shared Dev QA / Full 3+ env.Source code – none / simple file storage / source code control system.Build – manual / mixed manual + automated / automatedDeployment & rollback – manual / backup & restore / solution package & scripts / feature creationDeployment – farmwide vs. sandboxed solution (impact on overall farm due to minimized priviliges)Tier – middle (Jquery) vs ? (.NET)
- #46: Filling out the self-assessment - for you, as an exercise to see how you’re doing. Like taking one of those “am I an alcoholic” quizzes.