slovenian sharepoint conference 2009 - best practices to boost your share point implementation

Best scenarios to boost your SharePoint implementation

Toni FrankolaAcceleratio Ltd.

Croatia

009 Sponsors

009 Session Objectives and Takeaways

• Learn (at least) one new thing you can use to improve you SharePoint site tomorrow

• Target audiance: Power (end) user

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 Quick poll

• My company is:A. Microsoft Partner companyB. Small-Medium business (up to 500 employees)C. Enterprise (more than 500 employees)

009 Quick poll (2)

• SharePoint – implementation status:A. Not installedB. Implemented, but still »work in progress«C. Completed

009 Quick poll (3)

• We are using:A. SharePoint Services 3.0B. SharePoint 2007 StandardC. SharePoint 2007 EnterpriseD. SharePoint 2010

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 The dark project reality

Succeeded32%

Late/Over budget44%

Cancelled24%

Source: CHAOS Summary 2009, Standish Group

009 What about my SharePoint project?

009 The problem

10% - SharePoint technology

90% - SharePoint Content and People

009 SharePoint planning / requirements

• Find out what are the requirements• Requirements gathering before installation

009 SharePoint - Lego® approach

• 1... • 2... • 3...

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 SharePoint as you see it

009 SharePoint as End user sees it

009 Recommended reading

MAX 28 words

No copyright, no Google

009 EndUserSharePoint.com

• http://endusersharepoint.com• http://endusersharepoint.com/STP - Q&A

009 UX – Navigation

009 UX – Navigation (2)

Author: Paul Grenier

009 Interface improvements (3)

Author: Paul Grenier

009 Simple clean interface

Author: James Milne

009 Can 2010 help?

009 What can I do with 2010?

• Default List ribbon sample

• Make it more „fluent”Custom Ribbon

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 Eat your own dog food

• SharePoint team should publish a blog• How-to guides• Information about new features• Anything SharePoint related

• Document SharePoint installations wiki

009 Eat your own dog food (2)

009 Trick – Information push

• End users prefer to be notified via email• Push info via »Alert me«

• Subscribe their AD group• They will not be able unsubscribe

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 Eat your own dog food

• SharePoint Issue tracking on SharePoint• Start on top of Microsoft Templates

• Expand as needed• Email integration• Workflows• Custom reporting

Source: http://endusersharepoint.com

009 Issue status

Active Resolved Closed

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 SharePoint as self-service HR portal

• WIN-WIN situation• HR Ideas

(some available as Microsoft Templates)• Annual leaves• Expense • Employee training• Employee activities• Employee benefits• Hiring and firing• Lending libraries

009 HR application »ingredients«

• OOTB WSS• A workflow tool

• Security, approvals, calculations...• My recommendation: Use Nintex Workflow 2007

• Managers love „lazy approval”

• Keep it simple• Try to use simple web forms instead of InfoPath• Make rich UIs with JQuery

009 Workflow benefits

• Cut approval times shortened• From days to within 1 business hour

• Reports show you bottlenecks

009 Nintex workflow view

009 HR Portal - example

009 HR Portal (2)

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 Project Management Scenario

• Resource: SharePoint for Project Management book

• Implement SharePoint for your PMO• PMs love to control stuff

009 At PMO Level

•Reports•Documents•Milestones•Tasks

Project 1

Project 2

Project 3

Project 4

• Reports• Documents• Milestones• Tasks

009 How might your site look like?

009 Web Parts

• Project Info

• Tasks by Workflow

• Calendar aggregation

• Milestones

Web Parts (2)• Navigation

009 At PMO Level

009 Aggregating information from subsites

• Aggregating data (2007)• CQWP (SharePoint only)• Lightning Tools• Bamboo solutions

• Aggregating data (2010)• Availabile in Foundation 2010

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 Internal Phonebook Scenario

• Benefits:• OOTB functionality• Simple to use• Access 2007 for printing• Connect to Outlook• Sync to your Mobile device

• Bamboo > snyc with User Profiles

009 Internal Phonebook Scenario (2)

• Printing with Access 2007 (OOTB)

• Search Contacts as you type (check my blog)

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 Check list

• Use analytics to improve your content• Improve your content to match• Improved in SP 2010

• Check crawl logs for errors• Does your search return results

• Dummy testing• Search Usage Reports

009 Contents

1. IT Projects

2.SharePoint UX

3.(s) Project

Documentation

4.(s) Help Desk

5.(s) Empower

People

6.(s) PMIS

7.(s) PhoneBook

8.Web Analytics

9.Governance

009 Governance check list

• Governance Plan (minimum):• Information architecture (site structure)• Taxonomy (consistent naming conventions)• Branding (correct use of company imagery)• Provisioning (consistent site usage and user

policies) • Search (users can find what they need)• Testing (consistent use of sites and content)• Training (all users are trained)Lear more: Governance Resource Center for SharePoint Server 2007

THANK YOU

Toni Frankolahttp://www.sharepointusecases.comhttp://twitter.com/tonifrankola

009 Sponsors

slovenian sharepoint conference 2009 - best practices to boost your share point implementation

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sharepoint content

sharepoint technology90

sharepoint server

sharepoint services

sharepoint lego approach2

use nintex workflow

consistent use of sites

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