a business users guide to getting the most out of sharepoint 2013

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A Business User's Guide to Getting the Most Out of SharePoint 2013 Christian Buckley Director of Product Evangelism, Metalogix

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A combination of materials from various presentations to give a business user perspective to what is available in SharePoint 2013.

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Page 1: A Business Users Guide to Getting the Most Out of SharePoint 2013

A Business User's Guide to Getting the Most Out of SharePoint 2013Christian BuckleyDirector of Product Evangelism, Metalogix

Page 2: A Business Users Guide to Getting the Most Out of SharePoint 2013

A Business User's Guide to Getting the Most Out of SharePoint 2013What I’ll cover today:

• SharePoint 2013 themes and their impacts

• Importance of focusing on improving productivity and overall collaboration

• SP2013 features that can help you achieve improved collaboration and team communication

• How to approach the move to SP2013

Page 3: A Business Users Guide to Getting the Most Out of SharePoint 2013

About

Christian Buckley, Director, Product Evangelism at Metalogix

• Microsoft MVP for SharePoint Server

• Most recently at Microsoft, part of the Microsoft Managed Services team (now Office365-Dedicated) and then Advertising Operations

• Prior to Microsoft, was a senior consultant, working in the software, supply chain, and grid technology spaces focusing on collaboration

• Co-founded and sold a collaboration software company to Rational Software. At another startup (E2open), helped design, build, and deploy a SharePoint-like collaboration platform (Collaboration Manager), onboarding numerous high-tech manufacturing companies, including Hitachi, Matsushita (Panasonic), and Seagate

• Co-authored ‘Microsoft SharePoint 2010: Creating and Implementing Real-World Projects’ link (MS Press, March 2012) and 3 books on software configuration management.

• Twitter: @buckleyplanet Blog: buckleyplanet.com Email: [email protected]

Page 4: A Business Users Guide to Getting the Most Out of SharePoint 2013

Get the Book

Published 2012 by Microsoft PressOrder your copy at http://oreil.ly/qC4loT

Tackle 10 common business problems with proven SharePoint solutions:• Set up a help desk solution to track service

requests

• Build a modest project management system

• Design a scheduling system to manage resources

• Create a site to support geographically dispersed teams

• Implement a course registration system

• Build a learning center with training classes and resources

• Design a team blog platform to review content

• Create a process to coordinate RFP responses

• Set up a FAQ system to help users find answers quickly

• Implement a cost-effective contact management system

Page 5: A Business Users Guide to Getting the Most Out of SharePoint 2013

Business Problems• Adoption issues

• Weak usage of taxonomy and templates

• Poor collaboration

• Slow to realize benefits of SharePoint investments

Page 6: A Business Users Guide to Getting the Most Out of SharePoint 2013

The most challenging part of any SharePoint deployment is

figuring out how to help users to be

productive once they are on the platform

Page 7: A Business Users Guide to Getting the Most Out of SharePoint 2013

Productivity Goals

Engagement

Retention

Motivation

Innovation

(depth)

(loyalty)

(inspiration)

(value)

Page 8: A Business Users Guide to Getting the Most Out of SharePoint 2013

SharePoint 2013 Themes

Page 9: A Business Users Guide to Getting the Most Out of SharePoint 2013

WCMFeatures

• Cross Site Publishing• Video & Embedding• Image renditions• Clean URLs• Metadata navigation• Variations & Content

Translation• Search Engine

Optimization

Benefits

• Built for the internet• Built for mobile• Supports the tools and

workflows designers use

Page 10: A Business Users Guide to Getting the Most Out of SharePoint 2013

OfficeFeatures

• Web-based access to the Office applications

• Drag and drop from the desktop to the platform

• Exchange integrations• Improved notifications

Benefits

• Online and offline editing• Improved end user

experience• Aggregated view into the

entire desktop

Page 11: A Business Users Guide to Getting the Most Out of SharePoint 2013

SearchFeatures

• FAST integration• Hover panels• Search by metadata• Search result

customization• Improved analytics

Benefits

• Manage user permissions• Comprehensive security

reports• Recommendations for

permissions clean up

Page 12: A Business Users Guide to Getting the Most Out of SharePoint 2013

SocialFeatures

• Community• Social tagging• Easily share content

and activities• Follow documents,

people, sites, tags, and activities

• Improved activity streams

• Improved My Sites• Save locally

Benefits

• Build more robust metadata• Make content more findable• Link people, teams, content

and activities

Page 13: A Business Users Guide to Getting the Most Out of SharePoint 2013

Online 1st

Features

• Nearing parity between online and on prem

• Robust integration between the desktop and the platform

• Speeding up the delivery of new features

• Built for the cloud

Benefits

• Faster realization of the benefits of the cloud

• Access to tools and data anytime, anywhere

Page 14: A Business Users Guide to Getting the Most Out of SharePoint 2013

In case you haven’t heard, Microsoft is “all in” on the cloud

At the Microsoft Worldwide Partner Conference (WPC) in Toronto in July 2012, Kurt DelBene, President of the Microsoft Office Division announced that Office 365, including SharePoint Online, is growing at over 8x their predictions, and is likely to eclipse SharePoint as the fastest growing Microsoft offer ever.

Page 15: A Business Users Guide to Getting the Most Out of SharePoint 2013

SharePoint is also “all in” on the cloudDuring his keynote presentation at SPTechCon in February 2012, Jared Spataro, Director of SharePoint at Microsoft, announced that SharePoint 2013 was being developed using a “Cloud First” strategy, and that Office 365 customers could expect to have access to the benefits of the new release sooner than on-premises deployments.

Page 16: A Business Users Guide to Getting the Most Out of SharePoint 2013

43%

$6.1 billion

48%

$9 billion

Total spend last year

Expected growth of enterprise spending on cloud in 2013Spend expected this year

Growth of enterprise spending on cloud in 2012

Page 17: A Business Users Guide to Getting the Most Out of SharePoint 2013

Why partners and developers should care about SharePoint in the cloud

As SharePoint continues to expand its footprint, companies are demanding flexible architectures to help them better meet internal and external collaboration needs

• Reducing costs

• Reducing headcount

• Doing more with less

• Focusing less on traditional IT activities and more on activities that will help drive the business forward

Page 18: A Business Users Guide to Getting the Most Out of SharePoint 2013

Why Focus on Productivity?

Page 19: A Business Users Guide to Getting the Most Out of SharePoint 2013

Why focus on Productivity?

• To simplify the interface into SharePoint

• To better align end user activities with the needs of the business

• To better streamline business processes

• To get more out of SharePoint

Page 20: A Business Users Guide to Getting the Most Out of SharePoint 2013

The result?

• Faster employee on-boarding and training

• More business output

• More usage of the platform

• Faster realization of the financial investments you’ve made in SharePoint

Page 21: A Business Users Guide to Getting the Most Out of SharePoint 2013

Getting the most out of SharePoint 2013 (out of the box)

Page 22: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and Drop

Page 23: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 24: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 25: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy Tasks

Page 26: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 27: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy TasksOutlook Integration

Page 28: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 29: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation Capability

Page 30: A Business Users Guide to Getting the Most Out of SharePoint 2013

These images courtesy of Liam Cleary (@helloitsliam)

Page 31: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation CapabilityActivity Feeds

Page 32: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 33: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation CapabilityActivity FeedsProjects and Deadlines

Page 34: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 35: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 36: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation CapabilityActivity FeedsProjects and DeadlinesSimplified Sharing

Page 37: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 38: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation CapabilityActivity FeedsProjects and DeadlinesSimplified SharingThe App Model

Page 39: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 40: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation CapabilityActivity FeedsProjects and DeadlinesSimplified SharingThe App ModelAdvanced Search

Page 41: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 42: A Business Users Guide to Getting the Most Out of SharePoint 2013

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation CapabilityActivity FeedsProjects and DeadlinesSimplified SharingThe App ModelAdvanced SearchEmbedded Social Experiences

Page 43: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 44: A Business Users Guide to Getting the Most Out of SharePoint 2013

Image borrowed from the SharePoint 911 team at Rackspace

Page 45: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 46: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 47: A Business Users Guide to Getting the Most Out of SharePoint 2013

The Yammer Question

Page 48: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 49: A Business Users Guide to Getting the Most Out of SharePoint 2013

SharePoint + Yammer Integration Update

Page 50: A Business Users Guide to Getting the Most Out of SharePoint 2013

SharePoint + Yammer Integration Update

Page 51: A Business Users Guide to Getting the Most Out of SharePoint 2013

SharePoint + Yammer Integration Update

Page 52: A Business Users Guide to Getting the Most Out of SharePoint 2013
Page 53: A Business Users Guide to Getting the Most Out of SharePoint 2013

Why companies will move to SharePoint 2013

Page 54: A Business Users Guide to Getting the Most Out of SharePoint 2013

When more people participate• Improves collaboration• Improves individual motivation• Speeds up learning process• Improves system/content

analytics• Drives brand awareness

Page 55: A Business Users Guide to Getting the Most Out of SharePoint 2013

of commenters are replying to other people

70This shows that successful platforms need to drive that first round of comments – engage the most passionate people out there.

Interesting stat:

%

Page 56: A Business Users Guide to Getting the Most Out of SharePoint 2013

The value of social is its abilityto reach business goals by• driving engagement

• improving collaboration

• instilling a sense of community

Page 57: A Business Users Guide to Getting the Most Out of SharePoint 2013

AOL took a conjoint approach to understand the DNA of comments within their sites. They looked at:• fact based comments• clarity of thought• original article criticism• name (full name, nicknames, anonymous)• icon (author picture, avatar)• adherence to party lines• grammar

Richard Heseltine, AOL, from January 2013 Emerging Media Conference (EmMeCon)

AOL’s analysis showed what  people cared about: • style --  7% (not very  important) • individual  substance -  14%  mildly important • community involvement -- 19% somewhat important• personal identity --- 19% somewhat important• relationship to content - 42% very important

Page 58: A Business Users Guide to Getting the Most Out of SharePoint 2013

How you moveforward with social

depends on what you are trying to achieve

Page 59: A Business Users Guide to Getting the Most Out of SharePoint 2013

Why will customers move to 2013?• Social has become a company strategy

• Publishing to multiple formats (intranet, extranet, internet, mobile, tablet) because of an increasingly mobile workforce, geographically dispersed

• End user adoption (tighter integration with Office) and usability improvements

• Improved search and business intelligence, whether data is on prem or in the cloud

Page 60: A Business Users Guide to Getting the Most Out of SharePoint 2013

How to move forward:• Understand your organization’s

cultural capacity for social

• Experiment with the technology, monitor and measure the results, focusing on end user adoption and engagement

• Closely align your SharePoint activities with your business objectives

• Extend features as the business is ready for them

Page 61: A Business Users Guide to Getting the Most Out of SharePoint 2013

The future of SharePoint + Social

Page 62: A Business Users Guide to Getting the Most Out of SharePoint 2013

Thank you!