Download - Using Sharepoint in a Large Australian Bank
BANK SHAREPOINT INTRANET IMPLEMENTATION
Scott Suine
AGENDA
• Where it begun
• How we got started
• Why SharePoint 2007
• How we did it
• What do we have now
• What’s next
SITUATION
• Disparate intranet, centrally content managed, bottleneck
• Rarely used
• Inconsistent look and feel
• No useful usage analytics
• No search engine
• Lacked any collaborative focus
WHAT WAS THE PROBLEMIssue
Intranet content freshness (% of pages with relevant and have up to date content)
30% up to date
Intranet user adoption (% of user accessing the intranet)
50% adoption
Inability to find information from the intranet (Number of calls placed to help desk for Intranet related questions per year)
13,865 helpdesk calls
/month
Length of time to update existing content and post new content(Time taken to prepare, execute, test and implement changes)
2 to 3 days
Length of time to create new sites (Time taken to prepare, execute, test and implement the changes)
20+ days
Intranet OPEX(Expenses charged by CMS / EDS / IBM teams)
$$$$
Intranet technology maturity 7+ years old
Issue Today Target Action Plan
Intranet content freshness 30% up to date
80% up to date
• Distributed content authoring and publishing• Automated review and approval process• Analytics for content quality review
Intranet user adoption 50% adoption
80% adoption
• Users can rate content• Authors receive immediate feedback• New modern look and feel & navigation• Ability to personalise and target elements of the intranet to reflect business
unit and individual needs
Inability to find information from the intranet 13,865 helpdesk calls
4,158by70%
• Empower Help desk to post a current and live dynamic list of top 10 requests / replies on intranet
• Single integrated intranet Search with best bets and rating system.
Length of time to update existing content and post newsletters
2 to 3 days 5 min • Distributed content self-authoring and publishing
Length of time to create new sites 20+ days 0-2 days • Distributed content self-authoring and publishing• Support provided for extra capability needed• Delegated sub-site creation
Intranet OPEX funded by IT $$$$$ $$ • Drive cost model to a per user service charge• Bulk of the cost decentralised to groups
Intranet technology maturity 7+ years old Current and leading
• Build the intranet as a collaboration platform using Web 2.0 tools: blogs, vodcast, podcast, etc
• Provide tools and services expected by Generation Y employees (increase employee attraction and retention)
12 Months
WHY SHAREPOINT (2007)
• The bank has invested heavily in Microsoft Technologies
• Key Phase 1 requirements delivered largely by out of the box functionality/or minimal development effort
• Large Pool of .Net developers to tap into
• Significant cost savings compared to other comparable products in the bank (EMC)
• Development platform – future growth
• Product can service broader Bank Collaboration strategy
8
A;z
WorkingBetterTogetherWorkingBetterTogether is a set of online services offering a high performance workplace fostering Collaboration, communication and knowledge sharing between all individuals, workgroups and the enterprise
People Professional Profile
Enterprise Search
Business Process Management
Intranet
Knowledge Reference Base
Ideation
Document Management
Community
Teamspace
Real-time Collaboration
SocialNetworking
Personal Portal
Enforc
ed
content &
approval
Collegial G
overnance
Self Govern
ance
Virtual Team Meeting
People Professional Profile
Contact details, skills set, system knowledge, professional
interests and people network
Live
Business Process MgmtInternal eForms with approval
workflows, status and automated service provisioning
Live
CommunitySelf-content authoring, threaded
discussions and blogs to foster business/social interests sharing
Live
IdeationIdeas capture, sharing and voting to foster innovation /
brainstorming
Live
IntranetA group-wide information repository relevant to all
employeesLive
Enterprise SearchOne unified search finding relevant information across
various group-wide repositories
July
201
0
Knowledge BaseRepositories of governed
bank-wide information
Live
Document ManagementSecured document repository
offering sharing, versioning, and taxonomy features.Ju
ne 2
010
Virtual Team SpaceTeam-based workspaces for
sharing information such as lists, calendars, slide libraries,
etc.
Live
Virtual Team MeetingWeb-based voice / video
conference with whiteboard, polling & share desktop features
Pilo
t
Personal PortalAn employee customised and
personalised gateway to relevant information and tools
TB
A
Real Time CollaborationTools providing real time multi-
party communication and collaboration
Social NetworkingOnline communities for sharing
social and personal interests with colleagues
TB
A
Live
HOW WE DID IT• Proof of concept – With assistance from CSG and Microsoft, developed a proof of concept to
demonstrate publishing capabilities of SharePoint to all stakeholders.
• Communicate complete strategy broadly to drive home the big picture.
• Deliver first phase quickly < 3months – high profile areas of the Intranet. Group Content, IT
• Use this success & benefits realisation to entice other Business Units to migrate across.
• Complete migration of entire Intranet to SharePoint within 12 months.
• Build a shared eco-system – components developed for one business unit area available to all on the platform.
• Bring new capabilities – Blogging, Video Casting, online real time polling, Integrated Search
• Cost++ model – Annual operational costs used to support and a maintain, enhance and innovate
• On going support and a sales focus to continue to drive adoption.
• Regular and streamline release cycle – Currently bi-monthly.
WHERE ARE WE NOW
• June 2010
• 98% of sites migrated across to the SharePoint platform
• 250+ authors across the business publishing content on a daily basis
• Strong governance model in place to ensure right content right place and always relevant an up to date.
• Fresh useful content, highly rated, strong business ownership
• Lower Cost to Operate. Cost Recovery from the Business
• Content and People Search, Personal Profiles, Group Knowledge Base, Form Driven Applications
CHALLENGES
• Author adoption – • It’s IT’s job!..
• I don’t have time for this!
• Text editor is difficult to use
• Adoption of Web 2.0 tools – you build it…they won’t come
• Archiving
GROUP KNOWLEDGE
• Migrated 8 separate knowledge repositories into one Centralised Knowledge base for all Bank staff
• Contains Reference, Policy and Product Information
• Audience Targeted Material
FUSION
• People Profile
• What I do..
• Skills
• Experience
• Micro-blogging
FORM DRIVEN APPLICATIONS
• SharePoint as a development platform
• Workflow, InfoPath Forms
• BDC for aggregation of data from core systems
• Rapid development and deployment cycles, low cost
• Role based portals
WHAT’S NEXT• Complete migration of remaining sites – decommission old infrastructure• Deploy Fast SharePoint 2010 Enterprise Search – take search beyond
the Intranet – Go Live July 2010• Commence migration to SharePoint 2010• Move functionality integrate custom built functionality with 2010, in some
case migrate to 2010 functionality ie. micro-blogging, page rating, predicative search
• Build on the Social Media elements of SharePoint – enhance user profiles and role based dashboards
• Build on Form Driven Applications – BDM – Form design and workflow to the business
QUESTIONS
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