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

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

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

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: cbuck@metalogix.com

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

Business Problems• Adoption issues

• Weak usage of taxonomy and templates

• Poor collaboration

• Slow to realize benefits of SharePoint investments

The most challenging part of any SharePoint deployment is

figuring out how to help users to be

productive once they are on the platform

Productivity Goals

Engagement

Retention

Motivation

Innovation

(depth)

(loyalty)

(inspiration)

(value)

SharePoint 2013 Themes

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

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

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

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

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

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.

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.

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

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

Why Focus on Productivity?

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

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

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

Making end users more productive

Drag and Drop

Making end users more productive

Drag and DropMy Tasks

Making end users more productive

Drag and DropMy TasksOutlook Integration

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation Capability

These images courtesy of Liam Cleary (@helloitsliam)

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation CapabilityActivity Feeds

Making end users more productive

Drag and DropMy TasksOutlook IntegrationRollups / Aggregation CapabilityActivity FeedsProjects and Deadlines

Making end users more productive

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

Making end users more productive

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

Making end users more productive

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

Making end users more productive

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

Image borrowed from the SharePoint 911 team at Rackspace

The Yammer Question

SharePoint + Yammer Integration Update

SharePoint + Yammer Integration Update

SharePoint + Yammer Integration Update

Why companies will move to SharePoint 2013

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

analytics• Drives brand awareness

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:

%

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

• improving collaboration

• instilling a sense of community

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

How you moveforward with social

depends on what you are trying to achieve

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

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

The future of SharePoint + Social

Thank you!

Contact me

Order your copy at http://oreil.ly/qC4loT

Christian Buckleycbuck@metalogix.com +1 425-246-2823@buckleyPLANETwww.buckleyPLANET.com and www.metalogix.com

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