another attempt to demystify sharepoint governance - sp saturday boston

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Ilia Sotnikov www.netwrix.com SharePoint Saturday Boston April 12, 2014 Another attempt to demystify SharePoint Governance

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Odds are, you have never heard about Exchange Server governance or, say, Dynamics CRM governance. However, you can always expect to see governance as a topic at almost any SharePoint event, from an online webinar up to the Microsoft SharePoint Conference. Why is that? Does that mean SharePoint requires more attention than business critical systems such as email or customer relations databases? In this session, we will try to remove the "buzzwordness" from SharePoint governance. We will review several real life examples that can help better understand the real place of formal processes and policies in SharePoint administration. Finally, we will discuss the role of governance in bridging the gaps between IT-specific decisions and organization's business objectives.

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Page 1: Another attempt to demystify SharePoint Governance - SP Saturday Boston

Ilia Sotnikov

www.netwrix.com

SharePoint Saturday Boston

April 12, 2014

Another attempt to demystify

SharePoint Governance

Page 2: Another attempt to demystify SharePoint Governance - SP Saturday Boston

Agenda

Why?

• About me

• Why talk about governance

What?

• What is governance anyway

• And where it belongs in organization

How?

• Customer and industry examples

• Summary

Why?

• About me

• Why talk about governance

Page 3: Another attempt to demystify SharePoint Governance - SP Saturday Boston

About me

• Ilia Sotnikov

– Director of Product Management

– Netwrix - www.netwrix.com

• Background

– Aelita > Quest Software > Dell

– 13 years with Windows Management ISV’s

– SharePoint management products

• Connect

– @iliasotnikov

– linkedin.com/in/iliasotnikov

[email protected]

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Page 5: Another attempt to demystify SharePoint Governance - SP Saturday Boston
Page 6: Another attempt to demystify SharePoint Governance - SP Saturday Boston

Marketing buzzword?

• Overused by vendors and service providers

– Everyone “does” governance for you

• No industry standard definition

– Kinda getting there

• But…

– I know MY products ARE helping IT and businesses!

– …even if my Marketing claims we do governance :)

Page 7: Another attempt to demystify SharePoint Governance - SP Saturday Boston

Agenda

Why?

• About me

• Why talk about governance

What?

• What is governance anyway

• And where it belongs in organization

How?

• Customer and industry examples

• Summary

Page 8: Another attempt to demystify SharePoint Governance - SP Saturday Boston

What is governance?

Microsoft TechNet

Governance is the set of policies, roles,

responsibilities, and processes that control

how an organization's business divisions and

IT teams work together to achieve its goals.

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Where does governance belong

Why?

• Business

What?

• Governance

How?• IT

• Business

– Goals

– Priorities

– Budgets

• Governance

– Policies

– Roles and responsibilities

– Processes

• IT

– Design

– Implementation

– Maintenance and operations

Page 10: Another attempt to demystify SharePoint Governance - SP Saturday Boston

Understand your business

Page 11: Another attempt to demystify SharePoint Governance - SP Saturday Boston

Agenda

Why?

• About me

• Why talk about governance

What?

• What is governance anyway

• And where it belongs in organization

How?

• Customer and industry examples

• Summary

Page 12: Another attempt to demystify SharePoint Governance - SP Saturday Boston

“I need a SharePoint”

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“I need a SharePoint”

• Do you create…

– A new library?

– Site?

– Site collection?

– Web app?

– Farm?

• Roles and responsibilities

• Lifecycle

• Service levels

Example:

– Large financial organization

– High level of business unit isolation

– Scripted SharePoint farm creation

– Standard packaged offering

– All virtualized

Example:

– Large automobile manufacturer

– Automated self service site request

– Classification as part of creation

– Require 2 owners

– Renew request every 6 months

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Content ownership

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Content ownership

• Data leaks

– Availability vs confidentiality

• Permissions

– Use of “everyone” groups

– Who’s responsible?

– Periodic attestation

– Change auditExample:

– Another automobile manufacturer

– New model information leaked to

press via SharePoint site

– “File review” by business owners

– Monthly, quarterly, or annual

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Site and content lifecycle

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Site and content lifecycle

• “We just add more disks”

• “Largest file is less than 1MB – takes 3GB of space?!”

– Versions!

• “Do you want to delete a site?”

– Automatically send email to site owner after 3 months of no modification

– “Click here to delete site”

– Huge fans of site recycle bins

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“The only constant is change”

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“The only constant is change”

• What does SharePoint depend on?

• What apps and processes depend on SharePoint?

• Do you have test environment?

– You ALWAYS do!

– Do you call it “production”?

• What is your…

– Change control

– Change reporting

– Communication strategy

Example:

– Small IT consulting

– Learning and adopting SharePoint

– Everyone has full admin rights

– 2 people customizing live site with

SharePoint Designer

– Do you have to learn the hard way?

Page 20: Another attempt to demystify SharePoint Governance - SP Saturday Boston

THANK YOU!

Always ask why

There is no governance silver bullet

Do the right amount of governance for your business

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QUESTIONS?