Using Sharepoint in a Large Australian Bank
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The bank implemented SharePoint 2007 to replace its disparate intranet that lacked search capabilities, consistent branding, and collaboration features. It migrated content from various repositories into SharePoint over 12 months. This improved content freshness, search, and reduced helpdesk calls. Challenges remain in driving further author adoption of the new intranet and collaboration tools. Future plans include migrating to SharePoint 2010 and enhancing social and search capabilities.
Using Sharepoint in a Large Australian Bank
- 2. BANK SHAREPOINT INTRANET IMPLEMENTATION Scott Suine
- 3. AGENDA Where it begun How we got started Why SharePoint 2007 How we did it What do we have now What’s next
- 4. SITUATION Disparate intranet, centrally content managed, bottleneck Rarely used Inconsistent look and feel No useful usage analytics No search engine Lacked any collaborative focus
- 5. WHAT WAS THE PROBLEM Issue Intranet content freshness (% of pages with relevant and have up to date content) 30% up to date Intranet user adoption (% of user accessing the intranet) 50% adoption Inability to find information from the intranet (Number of calls placed to help desk for Intranet related questions per year) 13,865 helpdesk calls /month Length of time to update existing content and post new content (Time taken to prepare, execute, test and implement changes) 2 to 3 days Length of time to create new sites (Time taken to prepare, execute, test and implement the changes) 20+ days Intranet OPEX (Expenses charged by CMS / EDS / IBM teams) $$$$ Intranet technology maturity 7+ years old
- 6. 12 Months Issue Today Target Action Plan Intranet content freshness 30% up to date 80% up to date Distributed content authoring and publishing Automated review and approval process Analytics for content quality review Intranet user adoption 50% adoption 80% adoption Users can rate content Authors receive immediate feedback New modern look and feel & navigation Ability to personalise and target elements of the intranet to reflect business unit and individual needs Inability to find information from the intranet 13,865 helpdesk calls 4,158 by 70% Empower Help desk to post a current and live dynamic list of top 10 requests / replies on intranet Single integrated intranet Search with best bets and rating system. Length of time to update existing content and post newsletters 2 to 3 days 5 min Distributed content self-authoring and publishing Length of time to create new sites 20+ days 0-2 days Distributed content self-authoring and publishing Support provided for extra capability needed Delegated sub-site creation Intranet OPEX funded by IT $$$$$ $$ Drive cost model to a per user service charge Bulk of the cost decentralised to groups Intranet technology maturity 7+ years old Current and leading Build the intranet as a collaboration platform using Web 2.0 tools: blogs, vodcast, podcast, etc Provide tools and services expected by Generation Y employees (increase employee attraction and retention)
- 7. WHY SHAREPOINT (2007) The bank has invested heavily in Microsoft Technologies Key Phase 1 requirements delivered largely by out of the box functionality/or minimal development effort Large Pool of .Net developers to tap into Significant cost savings compared to other comparable products in the bank (EMC) Development platform – future growth Product can service broader Bank Collaboration strategy
- 8. A;z WorkingBetterTogether WorkingBetterTogether is a set of online services offering a high performance workplace fostering Collaboration, communication and knowledge sharing between all individuals, workgroups and the enterprise Live People Professional Profile Enterprise Search Business Process Management Intranet Knowledge Reference Base Ideation Document Management Community Teamspace Real-time Collaboration Social Networking Personal Portal Enforced content & approval Collegial Governance Self Governance Virtual Team Meeting People Professional Profile Contact details, skills set, system knowledge, professional interests and people network Live Business Process Mgmt Internal eForms with approval workflows, status and automated service provisioning Live Community Self-content authoring, threaded discussions and blogs to foster business/social interests sharing Live Ideation Ideas capture, sharing and voting to foster innovation / brainstorming Live Intranet A group-wide information repository relevant to all employees Live Enterprise Search One unified search finding relevant information across various group-wide repositories July 2010 Knowledge Base Repositories of governed bank-wide information Live Document Management Secured document repository offering sharing, versioning, and taxonomy features. June 2010 Virtual Team Space Team-based workspaces for sharing information such as lists, calendars, slide libraries, etc. Live Virtual Team Meeting Web-based voice / video conference with whiteboard, polling & share desktop features Pilot Personal Portal An employee customised and personalised gateway to relevant information and tools TBA Real Time Collaboration Tools providing real time multi-party communication and collaboration Social Networking Online communities for sharing social and personal interests with colleagues TBA
- 9. HOW WE DID IT Proof of concept – With assistance from CSG and Microsoft, developed a proof of concept to demonstrate publishing capabilities of SharePoint to all stakeholders. Communicate complete strategy broadly to drive home the big picture. Deliver first phase quickly < 3months – high profile areas of the Intranet. Group Content, IT Use this success & benefits realisation to entice other Business Units to migrate across. Complete migration of entire Intranet to SharePoint within 12 months. Build a shared eco-system – components developed for one business unit area available to all on the platform. Bring new capabilities – Blogging, Video Casting, online real time polling, Integrated Search Cost++ model – Annual operational costs used to support and a maintain, enhance and innovate On going support and a sales focus to continue to drive adoption. Regular and streamline release cycle – Currently bi-monthly.
- 10. WHERE ARE WE NOW June 2010 98% of sites migrated across to the SharePoint platform 250+ authors across the business publishing content on a daily basis Strong governance model in place to ensure right content right place and always relevant an up to date . Fresh useful content, highly rated, strong business ownership Lower Cost to Operate. Cost Recovery from the Business Content and People Search, Personal Profiles, Group Knowledge Base, Form Driven Applications
- 11. CHALLENGES Author adoption – It’s IT’s job!.. I don’t have time for this! Text editor is difficult to use Adoption of Web 2.0 tools – you build it…they won’t come Archiving
- 12. GROUP KNOWLEDGE Migrated 8 separate knowledge repositories into one Centralised Knowledge base for all Bank staff Contains Reference, Policy and Product Information Audience Targeted Material
- 13. FUSION People Profile What I do.. Skills Experience Micro-blogging
- 14. FORM DRIVEN APPLICATIONS SharePoint as a development platform Workflow, InfoPath Forms BDC for aggregation of data from core systems Rapid development and deployment cycles, low cost Role based portals
- 15. WHAT’S NEXT Complete migration of remaining sites – decommission old infrastructure Deploy Fast SharePoint 2010 Enterprise Search – take search beyond the Intranet – Go Live July 2010 Commence migration to SharePoint 2010 Move functionality integrate custom built functionality with 2010, in some case migrate to 2010 functionality ie. micro-blogging, page rating, predicative search Build on the Social Media elements of SharePoint – enhance user profiles and role based dashboards Build on Form Driven Applications – BDM – Form design and workflow to the business
- 16. QUESTIONS
- 17. Thank you to our Sponsors Platinum Media Gold Silver Bronze
Editor's Notes
- #2: Opening slide please include