collab 365 building business solutions on office 365 and sharepoint online

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Online Conference June 17 th and 18 th 2015 WWW.COLLAB365.EVENTS Building Business Solutions on Office 365 and SharePoint Online Thursday October 8 Darrell Trimble SP Marketplace

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Page 1: Collab 365 building business solutions on Office 365 and SharePoint Online

     

               

 Online Conference

 June 17th and 18th 2015

WWW.COLLAB365.EVENTS

Building Business Solutions on Office 365 and SharePoint OnlineThursday October 8

Darrell TrimbleSP Marketplace

Page 2: Collab 365 building business solutions on Office 365 and SharePoint Online

WWW.COLLAB365.EVENTS

Darrell Trimble

Email:[email protected] : @DarrellTrimbleLinkedIn :Darrell Trimble

• Leader in Office 365 Business Solutions• SP Business Suite:

Out-of-the-box Portals and Business Application templates for SMBs

• Started in 2012, over 500 customers worldwide

• www.spmarketplace.com• Me - 30 years in software, 10 years in

SharePoint

Page 3: Collab 365 building business solutions on Office 365 and SharePoint Online

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Agenda• Office 365 - are you really getting all you can out of it?

• Apps, Next Gen Portals, Sites, Web Parts… Confused?

• Integrated Business Solutions Model

• Assembling Business Solutions in Office 365

Page 4: Collab 365 building business solutions on Office 365 and SharePoint Online

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The Promise of Microsoft Office 365

Page 5: Collab 365 building business solutions on Office 365 and SharePoint Online

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Office 365 Vision

Page 6: Collab 365 building business solutions on Office 365 and SharePoint Online

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The Reality

Office Automation

Team Collaboration

Business Process Automation

Productivity

Value

Time

Page 7: Collab 365 building business solutions on Office 365 and SharePoint Online

     

               

 Online Conference

 June 17th and 18th 2015

An Integral Part of Office 365 EcoSystem

Page 8: Collab 365 building business solutions on Office 365 and SharePoint Online

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Some Definitions• SharePoint Apps

– Self-contained extensions that may include cloud-based logic and data. They have their own user interface, data structure and processes. They are only available from the SharePoint Apps Catalog.

• Next Gen Portals– Prebuilt portals from Microsoft that provide a collaborative service such as video management,

people, documents (knowledge Portal) etc. • Business Solutions

– Full business applications which support one or more operational functions such as HR, Finance, IT etc. These solutions include a navigation structure, data model, common user interface and workflow structure. These solutions are often built on SharePoint by consultants or delivered as templates

• Operational Structure – An overall structure in the context of the business operation in which the business is organized

and operates. Within the structure functional operation entities manage different aspects of the business. This is delivered as a SharePoint site structure model.

Page 9: Collab 365 building business solutions on Office 365 and SharePoint Online

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Its Confusing isn’t it?

Onboard

Directory

Org Chart

Schedule

Polls

Alert

Training

 Reviews

Projects

HR Team Portal

Apps Business Solution

OnboardDirectory

Org Chart

 Reviews

Issues:• You have to build the team 

site/portal• All have different user 

interfaces• 6 different permission 

schemes• Cannot share common data 

like “employee”• Cannot be customized• Administer 6 different Apps• 6 Different venders

Intranet Home

Employee Self-Service

HR IT Sales

Organization Context

Page 10: Collab 365 building business solutions on Office 365 and SharePoint Online

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NextGen Portals

Page 11: Collab 365 building business solutions on Office 365 and SharePoint Online

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There is a way….A Integrated Business Solution Model

Intranet

My HR+ +

Page 12: Collab 365 building business solutions on Office 365 and SharePoint Online

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Put SharePoint Structure into the Context of the OrganizationIntranet Portal

Self - Service

HR

HR. Employee Portal

IT

IT Portal

Marketing Admin Sales Services Other…

Page 13: Collab 365 building business solutions on Office 365 and SharePoint Online

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Department

Intranet Home

Department Department

Self-Service Portal Documents Portal Forms Portal

Divisions or Groups

Integrated Business Solutions Model

Page 14: Collab 365 building business solutions on Office 365 and SharePoint Online

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Department

Intranet Home

Department Department

Service Requests Documents Portal Forms Portal

Organ

izatio

nEm

ploy

ee Self-

Service

Depa

rtmen

ts

Commun

ities

Divisions or Groups

1. Setup an Intranet Structure in the context of your organization

Page 15: Collab 365 building business solutions on Office 365 and SharePoint Online

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HR

My Company Home

IT Marketing

Help Central Documents Central Forms Central

Organ

izatio

nEm

ploy

ee Self-

Service

Depa

rtmen

ts

Commun

ities

Operations

1. Setup an Intranet Structure in the context of your organization

My HR My IT My Marketing

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2. Fill out each solution module

Components• SharePoint Site – Intranet Home page• SharePoint Core Components

• Pages, Lists, libraries and workflows• SharePoint Apps • Next Gen Portals• Content

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2. Completed solution

Polls

Tabs

NewsFeed

Directory

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2. Completed solution

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Example 2: HR Solution• Employee Info• Hiring• On-boarding• Performance• Time off• Policy Mgt• Benefits

Components• SharePoint Site – HR Staff and My HR• SharePoint Core Components

• Lists: Employees, Applicants • Libraries: Employee Docs, Policies, Reviews

• SharePoint Apps – On-boarding, Time-off, Org Chart, Directory• Content

Page 20: Collab 365 building business solutions on Office 365 and SharePoint Online

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HR Business Solution

Onboard

Org Chart

 Reviews

Page 21: Collab 365 building business solutions on Office 365 and SharePoint Online

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Look and Feel - Branding• Drives User Adoption• A natural part of the organization – colors, logos,

etc

Page 22: Collab 365 building business solutions on Office 365 and SharePoint Online

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Needs to fit into Office 365

Page 23: Collab 365 building business solutions on Office 365 and SharePoint Online

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Follow Microsoft Guidelines

• Your site won’t break due to future MS changes to O365• It will be a natural part of the new Office 365 Ecosystem• Don’t be lured by flashy Intranet sites which are not standard SharePoint!

Page 24: Collab 365 building business solutions on Office 365 and SharePoint Online

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Simple Branding Rules1. Don’t change the Master page2. Minimal CSS Changes3. Follow theme color schemes

Page 25: Collab 365 building business solutions on Office 365 and SharePoint Online

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Integrated Solution Model Challenges• Need to build the overall structure and solution sites

– Need to have business analyst knowledge– SharePoint skills and experience is required– Understand SharePoint limitations

• SharePoint Apps are not designed to integrate into an overall solution– No common design guidelines for look and feel, data architecture, or – Isolated apps with no integration with other apps or solutions

• At present Apps model requires developers to build integration (as presented by Microsoft)– REST, JSOM, etc.– Hard coded, not flexible

Page 26: Collab 365 building business solutions on Office 365 and SharePoint Online

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Your Options

• Design and Build yourself• Have it built – Consultants• Start with Templates and customize

Page 27: Collab 365 building business solutions on Office 365 and SharePoint Online

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Learn more…• Recommended Blog Sites– www.spmarketplace.com/doing-business

-365– SharePoint Composite Handbook - MS– http://www.wonderlaura.com/– Beginning SharePoint 2013:

Building Business Solutions - Amazon

Page 28: Collab 365 building business solutions on Office 365 and SharePoint Online

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Stay tuned for more great sessions …